Prior pursuing my passion in wealth management, I was a business owner of a bakery facility and a tea house in Richmond where I managed and improved front-line client experience and corporate finance. Thereafter, I joined TD in 2010 and was recognized as one of the top Mutual Fund Investment Representatives in 2012. I was quickly promoted to a managerial role where I managed one of the top TD Canada Trust branches in Vancouver. In 2013, my branch was recognized as one of the Top 5 branches in B.C..
"My Passion is to help you achieve what truly matters to you"
I hold a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and CFA® Vancouver Society . Having the CFA® designation means I, as your Portfolio Manager, can speak the same language as our analysts – it gives me a great understanding of the industry, the markets, and specifically how they affect you as an affluent investor.
I believe that many successful business owners are looking for a higher level of service and dedication from their portfolio manager.
I also know from experience that there’s no such thing as a cookie-cutter approach to meeting the needs of a client like you, and I am not a mind reader — which is why I spend a lot of time on the discovery process so I can learn what’s most important to you, right now. I see my role as not only managing your investments but as “How do I help you through other life events?” – that means helping you access whatever resources you need, when you need them.
CFA - Chartered Financial Analyst
Burnaby Board of Trade Member
What We Believe
The investment and wealth plan that will help them achieve those goals must be as distinct as they are. We are equipped to provide tailored advice to help build the future they want - and we can only do that by truly understanding what matters most to them.
What We Do
What to expect when working with us
I know from experience that there’s no such thing as a cookie-cutter approach to meeting the needs of a client like you, and I am not a mind reader — which is why I spend a lot of time on the discovery process so I can learn what’s most important to you, right now.