Rubia Zhai
Senior Investment Advisor
BBA
CIM®
Tailored solutions in tune with your needs and the needs of those you care about
Phone
Office Location
Rubia provides comprehensive Investment and Wealth Planning solutions to High Net worth Individuals and business owners. She is focused on discovering what truly matters to her clients to help them achieve their goals by using a disciplined approach to investment management , and creating solid wealth plans with a focus on tax and estate analysis.
With strong analytical skills, her specialized investment knowledge allows her to develop suitable portfolios, monitor economic and market trends, review individual portfolios and make the necessary adjustments to help ensure clients can achieve their goals for the long term.
Outside of the office Rubia loves to travel and listen to a diverse selection of music.
Certificates
BBA
CIM®
Languages
English
Mandarin
Cantonese
Education
Simon Fraser University
Community Involvement
Richmond Chamber of Commerce
Wealth management advice & wealth planning solutions based on your unique goals
Our Investment Management Services are tailored to your specific needs
With a deep understanding of your priorities and values, we then build a strategy rooted in your goals and stay in tune with your needs. We believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.