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I have been working in the financial services industry since 2008. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Scarborough area. During the last 3 years, I have focused exclusively on financial planning and fostering strong client relationships.
I hold a Bachelor degree in General Education from York University. I have also completed the requirements for the Financial Planning Standards Council (FPSC Level 1) designation.
I look forwarding to working with you to help you achieve your personal financial goals.
Language(s) spoken:, 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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