Meet our team 

Our team's diverse expertise and shared commitment to integrity ensure that every client receives personalized, reliable guidance. We're here to help you build a secure financial future.

Hermie Zhang - Founder and CEO

Hermie Zhang is the Founder and Chief Executive Officer of Aegis Financial Group (AFG). She holds a Bachelor’s degree from Western University and a Master’s degree from Queen’s Smith School of Business. With over a decade of experience in the financial and wealth management industry, she has built extensive expertise across taxation, investment, insurance, and corporate finance. Hermie began her career at Citigroup Canada Headquarters as a Portfolio Accountant, specializing in corporate taxation and portfolio analysis. She then joined RBC Wealth Management, where she advised high-net-worth clients on customized wealth strategies, and later served as an Investment Consultant at CIBC, focusing on investment consulting and financial planning. Licensed in insurance for over 13 years and real estate for 4 years, Hermie brings a holistic understanding of Canada’s financial landscape. Through Aegis Financial Group, she aims to build an integrated financial platform that unites tax, accounting, insurance, real estate, and wealth management under one umbrella. Symbolized by a “shield,” AFG’s mission is to protect and empower clients—helping them achieve lasting financial growth with confidence and vision.

Teresa Wang - Co-founder and CPA / CFA

Teresa Wang holds a Bachelor’s degree in Accounting and Economics from the University of Toronto – Rotman Commerce, and a Master’s degree in Management and Professional Accounting (MMPA) from the same university.

She specializes in corporate and personal taxation (T2/T1), payroll and sales tax filings (T4, HST), accounting, financial statements, and assurance services. Teresa is well-versed in multiple accounting and auditing standards including IFRS, ASPE, US GAAP, CAS, and PCAOB Standards. Her technical expertise also extends to the Canadian Income Tax Act and compliance requirements, and she is proficient in professional software such as QuickBooks, Caseware, TaxPrep, and Excel.

With extensive experience working with public listed companies, private enterprises, and pre-IPO corporations, Teresa possesses a deep understanding of financial operations across various sectors including technology (TMT), energy, retail, manufacturing, and professional services such as law firms, real estate brokerages, and accounting firms.

A Chartered Professional Accountant (CPA) with seven years of professional experience and a CFA Level III candidate, Teresa brings a multidisciplinary perspective that bridges finance, taxation, and investment.

Through Aegis Financial Group, Teresa is committed to building an integrated financial service platform that provides comprehensive tax planning, corporate structuring, investment strategy, and wealth succession solutions — empowering clients to achieve sustainable growth and long-term financial security.

Erica Chen - Co-founder and CPA

Erika Chen earned her Bachelor of Commerce (Honours in Accounting, Co-op) from the University of Ottawa – Telfer School of Management, and later completed her Master of Accounting and Finance (MAccFin) at the University of Toronto.

A Chartered Professional Accountant (CPA) with over five years of audit and tax advisory experience, Erika began her career at Deloitte Canada, where she served as a Senior Auditor. She has led financial statement audits across multiple industries and is proficient in IFRS, ASPE, US GAAP, ASNPO, and PSAS.

Erika’s professional background spans real estate, energy, technology, manufacturing, healthcare, retail, non-profit, and public sectors. Known for her analytical insight and clear communication, she has consistently earned recognition from clients and colleagues for her strong professional judgment and client-first approach.

Beyond assurance, Erika has extensive experience in taxation, specializing in corporate (T2), personal (T1), and trust (T3) tax returns, payroll (T4), HST filings, and cross-period tax planning. Her expertise in the Canadian Income Tax Act and compliance regulations allows her to design tailored, strategic tax and financial solutions that optimize clients’ structures and achieve long-term savings.

During her time at Deloitte, Erika also contributed to the firm’s audit digitization initiative, leading testing and process optimization. She is proficient in multiple accounting systems and professional tools, including QuickBooks, Caseware, TaxPrep, and Excel.

As a Co-Founder of Aegis Financial Group, Erika combines her precision and practical insight to deliver high-quality accounting, assurance, and tax services for both individuals and businesses. She emphasizes communication, clarity, and actionable strategies—helping clients achieve steady financial growth and sustainable success.

"True financial success is built not just on numbers — but on trust, vision, and protection."

The Aegis Financial Group Inc. Team