As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
I began my career in the investment industry in 1999. Since then, I have progressed my experience through diversified positions across various financial firms, bringing a unique perspective and set of experiences as an Investment Advisor with TD Wealth Private Investment. I have been providing my clients with tailored wealth management solutions for three years.
When I'm not engaging with clients, I like to spend time with my family for various activities including traveling. Occasionally, I would like to play badminton, table tennis.