
Xin Xin Zhang
Manager Assistent

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About me
Principal @ Lexon Canada Enterprise Ltd. | Family Enterprise Advisors (FEA)
Education

中欧国际工商学院
2021 - 2024EMBA Global EMBA
Indiana University Bloomington
2009 - 2011Bachelor's degree Public Financial Management 3.3
Experience

Raffaele and Associates
Apr 2012 - Mar 2014Manager AssistentPlan the project: Define the scope of the project in collaboration with senior management; Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project; Determine the resources (time, money, equipment, etc) required to complete the project; Develop a schedule for project completion that effectively allocates the resources to the activities; Review the project schedule with senior management and all other staff that will be affected by the project activities; revise the schedule as required.Staff the project: Manage project staff and/or volunteers according to the established policies and practices of the organization; Ensure that personnel files are properly maintained; Ensure that all project personnel receive an appropriate orientation to the organization and the project; Contract qualified consultants to work on the project as appropriateImplement the project; Execute the project according to the project plan; Develop forms and records to document project activities; Monitor the progress of the project and make adjustments as necessary to ensure the successful completion of the project; Establish a communication schedule to update stakeholders including appropriate staff in the organization on the progress of the project; Review the quality of the work completed with the project team on a regular basis to ensure that it meets the project standards.Control the project: Write reports on the project for management and for fundersCommunicate with funders as outlined in funding agreements; Monitor and approve all budgeted project expenditures, Monitor cash flow projections and report actual cash flow and variance to senior management on a regular basis (monthly/bimonthly).Evaluate the project: Ensure that the project deliverables are on time, within budget and at the required level of qualityEvaluate the outcomes of the project as established during the planning phase. Show less

China Youth Returnee Association-vancouver branch
Aug 2013 - Jan 2019Administrator
Interstyle Ceramic & Glass Ltd.
Apr 2014 - Jan 2015Stock AssociateAssist in receiving, supplying and managing stock inventories. Check and verify stocks received as against vendor bills. Determine equipment and material issues to the production staff. Handle stock inventories in a warehouse setting. Maintain and manage stock records and statements. Handle and manage stock of products in an organized manner. Prepare requisition orders for the incoming stock. Prepare stock utilization reports. Enter the stock reports and statements in a database. Handle and manage perishable stock under right temperature. Show less

CEA China Education Association
Dec 2014 - nowAdministrative Assistant
Lexon Canada Enterprise Ltd.
Jan 2015 - now**Lexon Group** is a premier consulting firm established by a consortium of leading companies. We connect Family Enterprise Advisors (FEA) with emerging family offices (CFOA) worldwide, focusing on the sustainable growth of Asian family enterprises. With nearly a decade of experience worldwide, we provide consulting services that address wealth preservation and family succession through independent MFO solutions.Our mission is to deliver comprehensive wealth management and professional services to high-net-worth families and enterprises, emphasizing internationalization, corporate structuring, and sustainable development. We cover essential topics such as wealth succession, financial management, corporate governance, and philanthropy, equipping clients with effective global wealth succession strategies.We have partnered with over 20 global wealth family offices, managing portfolios valued in the tens of millions to billions of dollars. Our investments span various sectors, including AI infrastructure (OpenAI, Cohere, Anthropic, Xai), deep tech (SpaceX), real estate, and micro-investments. Additionally, we collaborate with international finance and investment institutions to create a comprehensive service platform focused on “global wealth services,” promoting international cooperation and offshore financial structures.Lexon Group offers a broad range of family wealth planning and consulting services globally. Our integrated platform includes strategic guidance, wealth management, inheritance solutions, tax planning, and cross-border financial services. By collaborating with international networks, we ensure high-quality, tailored service to support each client's journey toward sustainable global growth.Our vision is to become a leading organization in diversified financial planning and investment strategies for high-net-worth clients, empowering families to protect and grow their assets while pursuing sustainable development in the global market. Show less
Investor
Jan 2016 - nowPrincipal
Jan 2015 - now

Shenglin Financial Group Inc.
Apr 2015 - Feb 2016Associate manager & Client Relationship Executive-to be knowledgeable on financial products and service procedures for Shenglin Financial-provide superb client services to our VIP clients and to organize various kinds of marketing and client appreciation events to general referrals and new business -build up networks with community "center of influence" such as lawyers, accountants, mortgage brokers, realty agents and immigration consultants for referrals from our targeted market of affluent individuals and successful businesses both in the Canadian-Chinese community or Canadian mainstream-develop marketing literature to promote our business production and publicity-make appointments for high net worth individuals or corporation executives and business owners-to plan, organize and participate in community based marketing seminars and campaigns Show less

Chinese Entrepreneurs Society of Canada
Jul 2015 - nowDirector
Last Brick Capital
Jul 2015 - Feb 2017Corporate developmentBespoke Private Equity creates customized investment portfolios tailored to the needs of the investor. A multi-strategy investor platform, BPE allows families, individuals, companies and fund managers the opportunity to engage with customized investment funds.BPE focuses on building and maintaining tailored portfolios that address future objectives for each capital partner. We invest in a basket of companies that is transparent, risk-adjusted, and accomplishes those individualized objectives.All portfolios are engineered to allow for either minimum or maximum involvement at the discretion of investors. Those investing in Bespoke Private Equity are made a limited partner and granted access to the exclusive community. Show less

Lexon Wellness Institute Corp.
Jan 2019 - nowFounder, CEOLexon Wellness Group Corporation (or Lexon Group) was established in Canada in 2015, which is focused on health and wellness consulting, family/business planning, charitable funds/funds, and related consulting businesses with many member companies and partners. Since the establishment of the health management, Lexon has introduced successful experience to China and improved the quality of research and development of domestic projects. With the founding background, global thinking and international perspective, Lexon gathered rich domestic and foreign resources, rooted in local, expanded overseas and reached out to the worlds, which attracted many partners overseas. In order to build high-quality projects and create maximum value for projects and customers, Lexon continuously adheres to the guidance of ingenuity and excellence with an outstanding international professional team, and commits to leading the trend of the wellness industry, improving health quality and the development of wellness industries and achieving win-win situation for all participants. The China-Canada Lexon Cloud Medical Health Management Project is a one-stop chronic disease management and smart medical platform aimed at chronic patients who need regular check-ups and long-term observation, as well as the elderly population in need of senior care. Combining online and offline consultation, it helps patients and the elderly communicate with experts at home and abroad, monitor their health status and receive treatment instantly. Lexon Group was established in North America, headquartered in Vancouver, British Columbia, Canada. It is one of the leading companies in the mature nursing industry in North America. Show less

Brilliant Phoenix Group
May 2019 - nowInvestor
Rotary Club of Vancouver Fraserview
Jul 2019 - nowDirector
SpaceX
Jan 2023 - nowInvestor
Cohere
Jan 2024 - nowInvestor
Anthropic
Jan 2024 - nowInvestor
XAI
Jan 2024 - nowInvestor
Licenses & Certifications
- View certificate

VC Unlocked: Silicon Valley
Center for Global & Online EducationSept 2024 .webp)
Advanced Management Program
China Europe International Business School (CEIBS)Jan 2019- View certificate

Family Enterprise Advisor
UBC Sauder School of BusinessJan 2019
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