Being a part of your financial success brings me immense fulfillment and motivates me to continually strive for excellence. I’m committed to building a strong and meaningful partnership with you, grounded in trust and transparency. I do this by getting to know you and your story.
Once I understand your unique financial goals, challenges and values, I partner with a trusted team of multi-disciplinary internal experts to tailor customized solutions that align perfectly with your vision. Ultimately, I ensure that you enjoy a seamless and worry-free experience.
Outside of work, I love to participate in all community events and help and support seniors.
- In the financial services industry since 1997
- With CIBC since 2004
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Financial Management Advisor (FMA)
- Registered Retirement Consultant (RRC®)
- MBA from the National University of Singapore
- Fluent in Mandarin
Location
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