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With over 20 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP®) certification conferred by the Financial Planning Standards Council as well as the Chartered Financial Analyst (CFA) designation conferred by the CFA Institute. I have also completed the requirements for the Certified Retirement Specialist certification offered by Canadian Securities Institution and TD.
I look forwarding to working with you to help you achieve your personal financial goals.
Cantonese, English, Mandarin
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.
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