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I am a TD Wealth Advisor who has accumulated a vast level of experience and knowledge that will assist me to help you with your wealth needs. I am a graduate of the Haskayne School of Business Finance program at the University of Calgary. I have been a Chartered Financial Analyst (CFA) charterholder since 2002. My professional career started in corporate and commercial banking where I advised senior executives of leading public and private companies on their corporate debt needs for 14 years. I then became an Equity Research Analyst where I researched, analyzed and published my opinions about Canadian oil and gas equities and I advised institutional and high net worth clients on their energy investments and portfolios for over a decade. I became an entrepreneur for several years as the Chief Financial Officer of a start-up oil and gas technology company. I joined TD Wealth in January 2017.
My mission is to leverage my experience and deep level of understanding of the world of corporate finance and institutional investments management to improve the experience of wealth management for my clients and help them to achieve their wealth goals. I have experience with wealth creation and protection through different economic cycles; therefore, I have a deep appreciation and understanding of my clients' wealth needs, objectives and motivations. I strive to get to know each of my clients as deeply as possible to discover and understand their unique needs and situations. As a CFA charterholder, I have to be free of conflicts in providing my recommendations. I abide by the strictest of ethical standards on how I conduct my practice.
I am a father of two children, a teenage daughter and a son who is in his pre-teens. I enjoy coaching them in different youth sports. I live and practice a fitness for life lifestyle.
Branch Office: (403) 503-4800
Cantonese, Chinese, English
Youth Sports Coach
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.