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I have been working in the financial services industry since 2008, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
Prior to taking on the role of Financial Planner with TD wealth， I was a Financial Advisor and Manager Customer Service with TD Canada Trust.
I hold a Bachelor of Business degree from University of New Brunswick.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Chinese, Taiwanese, 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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