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Associate Portfolio ManagerSenior Investment Advisor
Working together to help you achieve what truly matters to you
700 West Georgia Street Suite 2000 20th floor Vancouver, BC V7Y 1A2Map
Together with my CFA, CFP and Retirement Specialist accreditation, I strive to provide an exceptional client experience by utilizing my over 20 years of financial industry knowledge and multi-language skills.
My priority goal is to be the client’s personal CFO and deliver solutions that can help them to meet their financial goals. I create personalized plans for clients, managing the optimal mix of services to help with portfolio growth, asset protection and tax efficiency. I am dedicated to deliver unparalleled Retirement, Investment, and Protection strategies to help my clients to achieve their long-term financial security and success.
I also help clients develop integrated wealth management solutions by working with TD specialists in a variety of wealth planning areas such as, taxation, insurance, private banking, trust and estate planning.
I look forward to working with you!
Toll Free: 1(888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
Mandarin, English, Cantonese
CFA Institute- Chartered Financial Analyst, FP Canada - Certified Financial Planner (CFP)
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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