My life has taught me how to adapt to changing situations and thrive in the midst of ambiguity. Born in China and raised in Vancouver, I was pushed to learn a new language, make new friends and launch my career. When I moved to Toronto, I had to rebuild again. All of this has transformed me into who I am today.

Wealth creation and preservation does not come from static planning and fixed goals, but evolves over time. Getting to know you and your family is my priority. Once I understand your unique needs, I call on my team of internal experts to provide tailored solutions and create a wealth plan to ensure you are on track to reaching your financial goals.

When I am not working, I spend time with my young daughter, witnessing every major milestone she accomplishes. I also have a huge interest in travelling with my family, learning about technology and following Formula One races.

• Personal Financial Planner (PFP^®)
• Certified Financial Planner (CFP^®)