Our Story
It all started with Alex and Steph
Who is Alex and Steph?
Our dynamic duo of financial advisors!
Our Dreams Financial’s co-founders!
Surrounded by their team of professionals, administration and advisors, they're here to help you navigate the ever-changing world of finance and achieve your financial goals with confidence!
QUALIFIED AND RANKED
TOP OF THE TABLE
FOR THE THIRD YEAR IN A ROW
Alexandre Fyon
Co-Founder & Financial Security Advisor
Alex possesses over a decade of industry expertise, with a focus on investment strategies and wealth management. Renowned for his astute market insights and commitment to tailored financial guidance, he's esteemed as a trusted advisor for both individuals and corporations.
514 679-3966
Stephanie Woo
Co-Founder & Financial Security Advisor
Steph brings an unique perspective to the table. While her expertise lies beyond traditional finance realms, she grasps the essence of finances as more than just numbers and figures. Understanding the psychological aspects, she recognizes finance as a mindset game rather than a purely black-and-white endeavor.
514 947-8840
Together, Alex and Steph form a powerhouse team that delivers comprehensive financial guidance tailored to your unique needs. They understand that financial planning can be overwhelming, but they're here to simplify it for you and ensure you make informed decisions.
Our Team
Our team is the very foundation upon which our success is built. We recognize that without their dedication, expertise, and unwavering commitment, we would be nothing. They complete us, bringing diverse skills, perspectives, and experiences to the table, ensuring that we can provide exceptional service and tailored solutions to our clients. Our team's passion, professionalism, and collaborative spirit drive us forward, empowering us to achieve greatness together.
Maureen Fung
Senior Financial Security Advisor
Mo is an extension of Alex and Steph, entrusted with overseeing various tasks under their guidance. With a keen eye for detail, she manages files with precision and care, instilling full confidence in her capabilities. She keeps everyone informed, ensuring smooth communication and that tasks are efficiently managed, leaving no room for oversight.
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514 909-3386
Vironique Pankham
Administrative Assistant
Vi is like the MVP of the team, holding it down as the administrative from day one. She's the financial goalie, making sure the company's health and image is on point. Plus, with her background in graphic design, she brings some creative flair to her behind-the-scenes work. Her attention to detail and organizational skills shine through in her meticulous handling of reports and notes, making her an essential part of the team.
Jasmine Pankham
Administrative Assistant
Jas, the junior administrative assistant, brings a fresh perspective to the team. Often dubbed as "Vi 2.0", she combines a laid-back demeanor with exceptional efficiency. Known for swiftly translating ideas into actionable plans, Jas excels in capturing concepts on paper with precision and clarity. She breezes through tasks with lightning speed, ensuring smooth operations and impeccable organization.
Introducing:
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Penny, the
FAT PIG
Our Vision
The core values that define our identity and purpose
Penny, the FAT PIG, represents Flexibility, Accountability, Team Player, Passion, Integrity, and Growth. These values are the foundation upon which we build trust and deliver excellence in the realm of life insurance.​​
Ensuring your Dreams,
Insuring your Life
Our promise to safeguard your future while nurturing your aspirations.​
​Our Focus
Specializing in life insurance, we are dedicated to providing comprehensive protection that secures your legacy and empowers your loved ones.
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Our Purpose
When we choose to collaborate with a client, our aim is far-reaching. We strive to create lasting impacts and legacies through magical partnerships. Each interaction is an opportunity to craft a future where financial security meets personal fulfillment.​
With Penny, the FAT PIG, we are not just insurance providers; we are guardians of your dreams, ensuring a future of prosperity and peace of mind.
“Alex and Steph have been our financial advisors for many years now and we've always been very happy with them. Professional, approachable, quick to respond and very knowledgeable. Their advice on our specific financial situation has helped my family and I grow our wealth and protect us from any potential shortfalls.
Overall, my experience with this team has been amazing and I would recommend them to anyone looking to get serious about their financial future."
Jonathan Lai
