.jpg){kind=spacer}
Associate Investment Advisor
Associate Investment Advisor
My main focus is to provide support for the maintenance of clients' investment portfolios and assist Mark and Heather with implementing specific wealth management strategies for our clients. With over 10 years of experience in working with highly complex client relationships and portfolios, I am ideally suited for this role.
Prior to joining Marlow Hesson Wealth Partnership Group, I worked for five years with a successful investment advisory team. Due to the complexity of the clientele, I have gained broad exposure to families with a variety of planning needs and unique situations. I am currently working on obtaining the Chartered Investment Management designation and I am a Life Insurance Advisor through TD Wealth Insurance Services. I also hold a Masters of Business Administration degree and Bachelors of Economics Degree from the University of British Columbia.
I grew up in Vancouver and enjoy travelling, yoga and spending time with my friends and family.
Client Service Associate
Client Service Associate
I am the newest member of the Marlow Hesson Wealth Partnership Group team. I have been with TD since 2013, most recently moving from my retail management role in Toronto, to TD Wealth in beautiful Vancouver. I support Mark and Heather in maintaining client profiles, all while striving to provide excellent customer care.
I attended the University of Toronto and graduated with a degree in Mathematics.
Originally from Taiwan, I grew up in Vancouver and enjoy reading, drawing, and spending time with my dog.
Portfolio Manager
Investment Advisor
CFP®
CIM®
FCSI®
Portfolio Manager
Investment Advisor
CFP®
CIM®
FCSI®
I believe money is the fuel that helps me steer clients to make sound financial decisions that allow them to use their wealth to help them achieve long-term financial goals. With my common sense approach, I listen to clients, emphasizing that clarity and transparency will be the foundation of our working relationship.
Holding the Certified Financial Planner and Certified Investment Manager designations, I joined TD in 1989. I graduated with distinction 1982 – University of Toronto BA Philosophy.
Delivering a hands-on service uniquely designed for our client's needs, I specialize in personalized financial plans, tax strategies, and estate planning strategies, portfolio management and insurance strategies.
I am committed to community involvement and encourage women to become more involved in the financial industry. As a supporter of Big Sisters of BC Lower Mainland, I view this group as a tremendous resource to inspire and empower girls to reach their potential – both as individuals and citizens.
.jpg)