Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
Senior Investment AdvisorAssociate Portfolio Manager
Working together to help you achieve what truly matters to you
5811 Cooney Road Suite 306 Richmond, BC V6X 3M1Map
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183
Mandarin, Cantonese, Taiwanese, English
University of Victoria, BSc
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.