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For more than 13 years, I've worked in various wealth-advisory roles across some of Canada’s largest financial institutions. During this time, I've built extensive partnerships that provide me with greater insights and clarity when helping high net-worth individuals and their families strategically grow their wealth. I've also learned two important things: that every client's goals and vision are deeply personal, and that growing wealth comes with its own complexities and unique opportunities.

In light of this, I'm committed to providing you with a positive client experience that is centered around proactively implementing bespoke and integrated wealth and banking solutions, which are jointly developed with a dedicated team of specialists and partners.

When I'm not busy with work, I take every opportunity to travel with my wife and kids, and pursue my other passions in sports, tech and cars.

  • Fluent in Cantonese Chinese
  • Chartered Investment Manager (CIM®)
  • Certified Financial Planner (CFP®)
  • Over 13 years in the financial services industry

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