I started my career in Hong Kong with the city's second largest bank where I worked for the entirety of my working life in Hong Kong.

I moved to Canada in the '90s and soon after graduated from my MBA program in Calgary. While I was working in three of the big-six banks in Canada, both in retail and commercial banking, I received the Canadian Securities Course 'Award of Excellence' in 1998. This award is to honour the candidates with the top 1% highest scores in the exam each year.

Currently, I have gained more than 20 years of Canadian investment and banking experience, together with years of international banking experience in Hong Kong. All of the afore-mentioned helped me not only gain experience in local and international banking, but also helped me understand the financial needs of business owners and entrepreneurs.

By adopting a well established process, with guidance, knowledge and resources from our corporate head offices both in Canada and the U.S., our three-member professional branch team is working with selected individuals, professionals and business owners to enrich their quality of life through savvy retirement and estate strategies, wealth strategies and investment, and risk assessment.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Traveling
  • Reading
  • History and Museums
  • Hiking
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:30PM
Tue 09:00AM - 06:30PM
Wed 09:00AM - 06:30PM
Thu 09:00AM - 06:30PM
Fri 09:00AM - 06:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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