Over the past 12 years, I've worked closely with individuals, families and businesses, both domestically and internationally. I'm passionate about helping you strategically grow your wealth and achieve your financial vision. Creating a positive experience for you and your loved ones comes first.

My team and I take the time to understand your needs and provide you with tailored solutions and customized service. That's how we build a long-lasting relationship with you.

To grow and evolve as you do, we bring in diverse resources and expertise to develop financial solutions, and recommend how to best position your financial resources, now and in the future. We also engage your external advisors to ensure alignment with your wealth plan.

Outside of work, since 2016, I've been leading a non-governmental organization that supports up-and-coming multicultural Canadian artists through exhibitions, concerts and workshops. I support arts management and participate in the Toronto Arts Foundation's circle to bring social and artistic value to our communities. In the rest of my spare time, I enjoy skiing, classical music and travelling.

• Chartered Investment Manager (CIM^®)
• Personal Financial Planner (PFP^®)
• Fluent in Mandarin