The world of finance is my passion, and nothing makes me happier than combining my passion and knowledge to making a difference in clients' lives.

I've been focused on finance and investing my entire life – from all different angles. I spent nearly 30 years as a stock broker, trading in the volatile world of futures. I've followed different markets – stocks, bonds, gold and silver – and understand the intricacies of how they work and interact. Even in my off hours, I have a passion for studying and analyzing markets. So I have a keen understanding of building a financial strategy to address your unique needs while taking advantage of market opportunities, reducing your risk and staying focused on your short- and long-term goals. For clients concerned about equity market risk such as during the 2008 crisis or the 2000 Internet bubble burst, I even have strategies for those concerns.

In my practice, I follow a proven process with every client, whether you're new to investing, in your high earning years, running your own business or on a fixed income. That way we can ensure no stone is left unturned so you can feel confident you are on the right path to achieving your goals – because your goals are at the heart of everything we do.

The financial strategies we build are important, but so are the relationships we build as we work together over the years. I'll meet with you several times a year to keep us on track. I'll contact you with important updates or opportunities. And as I tell all clients, you can call me anytime with a question or concern.

Originally from Beijing, I moved to Canada in 2000 and worked as a trader – even published two industry articles – until 2014 when I opened my Edward Jones practice. With knowledge and service as my foundation, I am honoured that many clients have referred their children to my practice.

My wife and I have two daughters, one starting to build her own future in San Francisco and the other still at home in high school.