Through the last 22 years as a financial advisor, I have developed a deep and abiding passion for seeing people succeed in their goals. I am committed to not only earning my clients' trust but working every day to keep that same trust. My relationships with my clients extend from birth to death and the transitioning of wealth to the next generations. I am focused on clients who are committed to working toward their goals and their family's goals together.

In 2007, I qualified to attend the Edward Jones annual Managing Partner’s Conference, an honour reserved for the firm’s top 400 financial advisors. I also qualified for Financial Advisor Leaders Conferences every year since 2014, an annual event that honours the top 1200 of the firm’s nearly 19,000 financial advisors.

In our office, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

When I am not in the office I love spending time with my spouse and 12 years old daughter. I love reading, running and hiking as well.

I am bilingual, fluent in both English and Mandarin Chinese.

Focus areas

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

My Personal Interests

  • Hiking
  • Reading
  • Running

Office Information

Office Hours

Office Hours
Mon 08:30AM - 06:30PM
Tue 08:30AM - 06:30PM
Wed 08:30AM - 06:30PM
Thu 08:30AM - 06:30PM
Fri 08:30AM - 06:30PM
Sat By Appointment Only
Sun Closed for Holiday

Additional Hours

  • Web Conferencing
Email Me

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