As an Investment Counsellor, my passion is helping clients with unique and complex needs to achieve their investment goals. My approach to portfolio management helps ensure my clients’ portfolios are well diversified and have exposure to not only a broad range of asset classes and securities, but also to a variety of investment styles and money managers from around the world. I am committed to delivering solid investment returns with minimum volatility with the right balance between safeguarding wealth and prudently increasing it.

• In the financial services industry since 2007
• Chartered Financial Analyst (CFA^®)
• Fluent in Mandarin