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I have been working in the financial services industry since 2006, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Master of Business Administration degree from Manchester Business School.
I also hold the certificates in both Canadian Securities Course and Wealth Management Essentials Course offered by Canadian Securities Institute.
I look forward to working with you.
Chinese, Japanese, English, Mandarin
Manchester Business School
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.