Creating an effective financial strategy involves working with both people and numbers. I love doing both.

The people side means I get to spend quality time with you listening as you talk about yourself and your family – what you wish for, what makes you happy, what concerns you.

The numbers side is when I take what you've shared and create a comprehensive financial strategy that addresses your goals, needs and vision for the future. It's creating the ideal mix of investments that provide the solid footing toward the goals we discussed. And then it's managing the portfolio over time to make sure the investments continue to perform as expected and rebalance as needed.

Life doesn't stand still, and as we work together over time, I'll look forward to hearing what's going on in yours. Sometimes, it means we need to make some adjustments to your strategy.

My branch office administrator, Donna Morrice, and I work hard to make sure our branch is an open, inviting and calm place to be. We find that our approach results in client relationships that transcend the office. It's not unusual for us to be invited to retirements or housewarming parties or birthday celebrations. These are personal and meaningful events, and I am humbled to be a part of them.

I was born in Hong Kong and moved to Canada with my mother when I was 1. After she passed away, my aunt and uncle raised me, and we still enjoy family dinners weekly. I joined Edward Jones more than 10 years ago.

Travelling is my passion, and I have traveled with my partner of 18 years to hike in Patagonia, the Alps and New Zealand. I take my camera for the breathtaking nature photography. I play basketball, guitar, piano and ukulele, and I am an amateur filmmaker.

Now I'm interested in getting to know more about you.