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I am a Wealth Advisor with over 30 years of banking experience and am privileged to work with an exceptional team of Wealth Professional.. We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private Trust Officers, and Business Succession Planners offering a broad range exceptional service to our clients. Our comprehensive capabilities include tax planning, cash management, long term investing, and estate planning.
I have demonstrated a commitment to professional development and hold the following designations: Investment Funds Institute of Canada (IFIC), Canadian Securities Course (CSC), and Professional Financial Planning (PFP). I also completed the Investment Management Techniques (IMT) course, and have earned a Certificate of Retirement Strategy. My proficiency in English, Cantonese, along with limited Mandarin allows me to help a diverse group of clients.
I am the current President of the Richmond Hill and Markham Chinese Business Association. The Association aims to stimulate and create an active Canadian Chinese Participation within the business community.
In 2014, I was honoured to be invited by the Prime Minister of Canada to attend the China Trade Mission.
I take pride in having participated in numerous community fundraising events for the following charities: Markham Stouffville Hospital, Mackenzie Health Hospital, United Way, Heart & Stroke Foundation – Sing for Your Heart annual gala, and York Regional Police Holiday Heroes.
Toll Free: (888) 763-1153
Branch Office: (905) 707-6757
Cantonese, English, Mandarin
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.