MAP
LIST
Investment Advisor
Investing, for Life.
Every story, matters.
5140 Yonge Street Suite 1600 North York, ON M2N 6L7Map
Investing is a lifelong process. Every story of yours matters to me.
A very close family member of mine lost most of his retirement savings in a market crash; I have also seen a close friend struggle during a sudden life change and not only had to deal with emotional loss, but also a financial loss. If you asked me why I decided to become an Investment Advisor, here is the reason – with all my experience, expertise, network and most importantly my understanding of people's unique values and goals, I want to stand by each of my clients as they embark upon their unique financial journeys. I want to ensure they are never alone and are always provided with care.
As I always start my client meetings by listening to your story, here is a bit of mine:
I graduated from the University of Toronto with a Bachelor of Business Administration degree. I also hold the Chartered Financial Analyst (CFA) and Chartered Professional Accountant (CPA, CMA) designations. In 2011, I began my career in the financial services industry in Toronto. Since then, I've enjoyed every moment working in this fast paced yet inspiring industry.
As an Investment Advisor at TD Wealth Private Investment Advice, I provide each of my client with highly personalized investment strategies by building customized portfolios using stocks, bonds, alternative investments etc. In an open architecture format, I build portfolios diversified across asset classes with hedging strategies to potentially mitigate risk. Working with TD Specialists, I also provide wealth management services, including long term retirement planning, efficient tax strategies and multi-generation estate planning strategies to my clients. A few of the life stages I specialize in:
- New to Canada (Immigrant)
- Getting married or divorced
- New born and saving for your kid's education
- Planning for retirement
- Buying or selling a house
- Starting or divesting a business
- Charitable giving
Outside of work, you would most likely find me in the gym doing heavy weight training or with my boxing trainer punching bag early in the morning. I also love yoga, hiking, travelling and tasting new cuisine my husband makes at home.
- New: Major Canadian Tax Deadlines and Dates due to COVID-19
- Stick to the Plan, Staying Invested
- COVID -19 and your business: Where to find financial relief
- What if I can’t pay my mortgage?
- Market Overview under COVID - 19
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
English, Mandarin
University of Toronto Scarborough - B.B.A, CFA Institute - Chartered Financial Analyst, CPA Institute - Chartered Professional Accountant
Toronto Region Immigrant Employment Council - Mentor, Chartered Professional Accountant Association - Mentor
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.
.jpg?height=161&width=161
)
.jpg?height=161&width=161
){kind=spacer}
.jpg?height=161&width=161
)
[1].png?height=169&width=)
