Partnering with individuals, business clients, and families, I provide quality financial advice that helps you grow and preserve your wealth.

My approach starts by understanding your financial goals, whether in terms of cash and credit management, investments, or wealth planning. I analyze your unique situation to create a customized plan that aligns with your objectives. Engaging my expert colleagues, I ensure that you have the knowledge and experience required to provide effective solutions and planning that evolves as your goals do.

Outside of work, I enjoy skiing, golfing, rock climbing and playing piano.

• Personal Financial Planner (PFP®)
• Bachelor of Mathematics (BMath)
• Fluent in Mandarin and Cantonese