About
HNW Referrals is a matchmaking software platform that provides current service providers with a method to find a trusted counterpart in a new country for their High-Net-Worth clients. Our innovative platform helps facilitate a meeting between the existing service providers with the prospective service providers in the new country.
Service
As Canada’s immigration levels continue to rise, it annually receives thousands of High-Net-Worth individuals who leave behind their trusted advisors. Finding the same premium treatment, trustworthy advice, tailor made financial strategy, and comfort level in their new country can be devastating, stressful and time consuming.
HNW Referrals’ matchmaking platform ensures that High-Net-Worth individuals continue to receive the optimal service they expect, trusted estate advice they rely on, and investment strategies that fit their specific needs without interruption when arriving in their new home.
Service providers subscribe to our platform which makes them part of our worldwide network. Our matchmaking service helps facilitate a meeting between the existing wealth managers, life insurance agents or estate planners with a prospective one in the High-Net-Worth individual’s new country.
If you are a wealth manager, life insurance agent, or estate planner and are interested in our innovative matchmaking service, please sign up to our newsletter to stay in touch with our latest innovation and availability.
Our Team
Kam To Sun,
Chief Technology Officer
Kam has over 20 years of experience as a technology manager. He has successfully designed and created proof of concept prototypes, performed system documentation and technical training, and project commissioning and delivery to operation teams. Kam’s extensive experience with cross-functional and cross-geography team coordination will be the perfect fit in developing our platform. He achieved a Bachelor in Electronic Engineering and a Master in Electronic and Information Engineering from Hong Kong Polytechnic University.
Zixing Zeng,
Chief Operating Officer
Zixing is a business visionary with a unique background in the Arts. Throughout his education, he developed the skills and crucial knowledge needed to secure, protect, and effectively use intellectual property. He is currently studying entrepreneurship and marketing which will complement Zixing’s strong experience in sales. He will take an active and vital role in HNW’s business development and recognizing which intellectual property will contribute to the venture’s profitability, productivity, service delivery, and market leadership.
Man Chung Liu,
Chief Innovation Officer
Man Chung has over 25 years of experience in all aspects of the insurance industry. He provided award winning insurance services to both corporate clients and high-net-worth individuals. His detailed understanding of the work needed to develop and drive new accounts will make him integral to the building of the software platform. Further to achieving insurance industry specific certifications, Man Chung also holds a Bachelor of Social Science from the Chinese University of Hong Kong.
“Building relationships is not about transactions – it’s about connections”
Michelle Tillis Lederman
