My vision is building something that I can value over the lifetime with people who I care about and who care about me.
My passion is to help people with a variety of different financial needs among diverse communities. I want to build lifelong relationships by understanding what's important to you, help you realize where you are today, what goals you have for future and help establish personalized financial strategies that will work for you and your family. We will grow and partner for life and I will help you stay on track to meet your long-term goals.
Prior to joining Edward Jones, I worked in management for a major Canadian corporation. I also worked for an investment firm overseas. Although it was a great experience, I've been seeking to be part of building a great culture since I was young. Now that I am a financial advisor at Edward Jones, I have found that I enjoy working with clients by sharing my vision and passion while they are gaining control and confidence in what is purposeful for them.
In our branch team, I feel lucky working with Branch Office Administrator, Catherine Wong who has abundant experience at Edward Jones. We are committed to provide the best level of service. We will bring simplicity and convenience into your life.
In my spare time, I enjoy listening classical music. I am currently a member of a local choir that supports communities. I like skiing in Winter and golfing in Summer. My goals for personal achievement are becoming a ski patrol and travel across BC on a Harley Davidson motorcycle.
I look forward to continue helping communities as well as making new relationships.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
My Personal Interests
- Art Museums
- History and Museums