Management Team

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District Management Team

Harold Wai

Harold Wai

Founder, Director & District Manager of KL/WAI Group
Harold is the founder of Wai & Associates Group. With over 40 years in the life insurance and financial services industry, he has mentored and coached over 350 associates of which 19 of them were promoted to District & Unit Managers heading their own team of people and at least 9 of them achieving the prestigious Million Dollar Round Table (MDRT) achievement. His outstanding contribution and performance led to him being awarded the Hall of Fame and the highest position of Senior District Director for leading of the largest and top district agencies by AIA. He is currently the overall mentor for the group and also the CEO of Wai & Associates Sdn Bhd. He also actively serves in church, enjoys golfing around the world and driving performance cars. In his free time, he is an active Porsche Club member and enjoys performance driving.

Qualifications: Registered Financial Planner (RFP), Fellow MIM (Malaysia).

Awards: Senior District Director, Hall of Fame, Million Dollar Agency, National Top Senior Agency Builder, National Top District Manager, AIA Premier Agency (2008-present).

Expertise: Personal Financial Planning, Employee Benefits for Corporations, Mentoring, Leadership Development & Training
Casey Wai

Casey Wai

Director of Marketing & Unit Manager of KL/WAI ADVANCE Team
Casey joined the company in 2007 after returning to Malaysia and graduating in Bachelor of Laws and Bachelor of Business Systems from Monash University Australia. Already a qualified lawyer in Australia, he specialises in advising business owners and affluent clients in the creation, conservation and distribution of trust assets in financial planning. His key role in the group is on the recruitment, training, coaching and development of new associates of the Wai & Associates Group. Outside of work, he is actively involved in serving in church, teaching Sunday School to young children and runs a cellgroup for young adults.

Casey was also a Platform Speaker at the AIA MDRT Experience Conference 2017, a prestigious world renowned conference of which he spoke to a crowd of 1,800 participants. As a motivational speaker he shared his challenges in the business, how he overcame difficulties and also simple sales ideas to the participants at the conference.

Qualifications: Affiliate Registered Financial Planner (A.RFP), Bachelor of Laws (LL.B.), Bachelor of Business Systems (B.Sys.), Graduate Diploma of Legal Practice (AUS), Lawyer of the Supreme Court of New South Wales (AUS).

Awards: Million Dollar Round Table Qualifier (MDRT) 2015/2017/2018, Nationwide Top 5 Life Planner Award 2016, Regional Top 10 Life Planner Award 2014, Elite Convention Top 100 Qualifier 2014/2016/2017, AIA Premier Life Planner (2011-present), Million Dollar Club (2007-2010).

Expertise: Wealth Conservation, Insurance & Private Trusts Distribution, Protection Planning, Personal Wealth Management, Sales team Coaching & Training.

Unit Managers

Guek Thing Siong

Guek Thing Siong

Director of Events & Unit Manager of KL/GTS Team
Guek Thing Siong joined Wai & Associates in 1996, and was promoted to Unit Manager in 2001. An experienced former auditor for a major corporation and also a small business owner, he is well-versed in the sales and marketing industry, especially in corporate solutions. He is passionate in recruiting and developing the next generation of young dynamics in his team.

A positive thinker with amazing sense of humour, he gets along with everyone easily and values ties with each individual he comes across.

Qualifications: Certified Financial Planner (CFP), Registered Financial Consultant (RFC)

Awards: AIA Top Unit Manager Life Insurance (2009), AIA Top Unit Manager Corporate Solutions (2002-2004), Premier Agent's Club (2002-2008),

Expertise: Employee Benefits & Corporate Solutions Advisory, Personal Financial Planning, Business Insurance Planning, Wealth Management.
Peggy Low

Peggy Low

Director of Recruitment & Unit Manager of KL/CHARIS Team
Peggy joined the Wai & Associates Group in 1994 as a financial professional, and a year later, she attained the coveted Million Dollar Club status. A dynamic lady, she is currently leading and mentoring a group of young, vibrant individuals who all strive to pave the way in the future of financial planning. This million dollar agency leader is also a MDRT qualifier for 2017. Her vision is to inculcate a culture of sharing and caring, whilst imparting wisdom and transforming the lives of her team of young life planners.

If you can’t find her in the office, she is actively involved in various social and community services, such as hospital visitations and fund-raising projects. Peggy also holds numerous leadership positions within her local church.

Qualifications: Affiliate Registered Financial Planner (ARFP).

Awards: AIA Million Dollar Club, AIA Centurion Club (2001-2002,2007-2008), Million Dollar Round Table Qualifier 2017, Million Dollar Agency 2017

Expertise: Will Writing and Trust Planning, Estate Planning, Personal Financial Planning, Wealth Management.
Victor Muniyandi

Victor Muniyandi

Director of Training & Unit Manager of KL/SRI GANESEN Team
Kanesen Muniyandi became a Million Dollar Club member in his first year with AIA – an extraordinary feat which he then repeated for the next nine years till 2010. Another feather in his cap is his achievement as an AIA Platinum Qualifier for Number of Cases (Life) in 2013. He has currently shifted his focus towards grooming his 15 unit members towards success, having participated in the Premier Leadership Management training. His small, but robust unit achieved a premium income of RM500,000 in 2016.

A firm believer in giving back to society, Kanesen is active in community service, aiding orphanages and temples. He also has a passion for BMW cars – and is a proud owner of the ultimate driving machine!

Qualifications: Affiliate Registered Financial Planner (ARFP).

Awards: AIA Million Dollar Club (2001-2010), AIA Centurion Club

Expertise: Personal Financial Planning, Business Insurance Planning, Wealth Management.