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I have been working in the financial services industry since 2007, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor degree in Honors Mathematics (Math/Business with Finance Option) from the University of Waterloo.
I also hold the Financial Planning Standards Council (FPSC) Level I Certificate in Financial Planning offered by the Financial Planning Standards Council.
I look forward to working with you.
Cantonese, English, Mandarin
University of Waterloo -Honors Mathematics Bachelor
You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.