What You Can Expect
I work with affluent families who want conservative investment strategies and other wealth preservation solutions so that you can live the life you want. My goal is to help my clients enjoy a comfortable retirement now, or plan for one in the future.
We will design a Privately Managed Portfolio customized according to your unique needs and circumstances. By drawing on the resources of TD, we can collaborate with a team of professionals in estate planning, insurance solutions or trust services to provide just the right services.
You're In The Loop
I am committed to a regular schedule of contact to discuss your portfolio or any issue pertaining to your wealth plan. All e-mails or telephone calls are returned within one business day. You will also receive my quarterly newsletter the Smart Investor.
All new clients are introduced to a three-step process starting with a discovery meeting to understand your objectives and risk tolerance. You will receive a preliminary assessment listing the appropriate next steps. Once we begin a working relationship you will receive an investment policy statement and wealth plan, detailing our customized solutions for you.
Outside of work, I enjoy recreational tennis, road cycling and classical music. From 2008 to 2017 I volunteered as a governor for St. John’s School, Vancouver, serving as Vice-Chair and Chair of the Board for five years. I have lived on three continents, and am fluent in English, Cantonese and Mandarin. I hold an MBA from the London Business School, U.K.
If you would like to subscribe to my Smart Investor newsletter or arrange an introductory meeting, please send me an e-mail.