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As a Senior Private Banker, I work with high-net-worth individuals, business owners, executives and their families who are looking for a high level of attention and a long-term relationship for their wealth and banking needs. At TD Wealth, we have a professional team, which includes Private Trust, Private Investment Advice, Private Investment Counsel and the High Net Worth Planning team, to help our high net worth clients. Being a trusted team player on the advisory team for the portfolio, I have to ensure all clients receive the complete and high-level on-boarding experience.
I have a Bachelor of Arts Degree in Economics and Chinese from the University of British Columbia, as well as the Personal Financial Planner (PFP) designation and the Certificate in Retirement Strategy.
I joined TD in 2000. Pervious to my current role, I was a Financial Planner, Mobile Mortgage Specialist and held various roles within TD Bank Group.
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.