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With over 8 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.
I hold a Master of Science in Electrical and Computer Engineering from University of Alberta.
My commitment to continuous education has earned me the Chartered Investment Manager, CIM® designation conferred by the Canadian Securities Institute.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Chinese, Cantonese, English
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.