Company Profile
We help companies understand, enter, and operate in the North America market.
We provide industry research, business development strategy, company deck preparation, compliance planning, secretary service, account application support, and investor relations planning.
Leadership Background
Our team brings marketing and financial experience to cross-border advisory work.
Ann XuFounder and Director. Raised in Vancouver and educated at the Academy of Art, Ann began her career as a financial journalist covering public companies, market trends, and executive stories. Her work combines editorial judgment, bilingual communication, and hands-on client coordination, helping companies turn complex business plans into clear narratives for partners, investors, and North American stakeholders.
May ChenAdvisor. May is a former Wall Street trader with more than 20 years of banking experience across trading, client coverage, market execution, and financial institution workflows. She brings a practical understanding of how companies are evaluated by financial counterparties, how meetings should be prepared, and how management teams can communicate with discipline in fast-moving market environments.
Bin LiangAdvisor. Bin is a Japan-based senior manager at Nomura Securities with deep experience in company research, financial analysis, and capital-market communication. He brings a Japan-market lens to cross-border advisory work, helping companies think through industry positioning, investor expectations, business documentation, and practical communication with sophisticated market participants.
Planning Focus
North America market-entry planning with operational follow-through.
Fortune Stone helps companies evaluate industry context, prepare company decks, define business development priorities, organize investor-facing materials, plan U.S. office setup, and coordinate administrative steps such as account applications.
Advisory Scope
Clear communication support with appropriate professional boundaries.
Services are focused on business strategy, market research, company materials, compliance planning, investor relations preparation, and administrative support. Fortune Stone does not present this website as an offer to sell securities, investment advice, broker-dealer activity, or legal, accounting, or tax advice.
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