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.