For some people, investing can be based on emotion. Unfortunately, allowing fear or anxiety to dictate or influence your investment strategy can lead to making poor decisions. I can help you approach investing objectively through a disciplined process that has helped 7 million investors in the United States and Canada.

When I first work with clients, I begin by discussing their current situation. I ask questions about their family, their job, their lifestyle, etc. This gives me a solid understanding of where they are today in terms of finances. I then ask about their future – what they want to achieve for themselves and their families. This helps me understand where they want to be in the future in terms of finances. Once I have a solid understanding of both, I can develop an investment tailored to their specific situation and designed to help them meet their short-term needs and achieve their long-term goals. After the investment strategy is in place, we continue to work together to ensure they remain on track and do not allow emotions (such as anxiety caused by a market downturn or an unplanned event) to derail their long-term plan.

On a more personal note, my very supportive wife, Shirley, teaches Mandarin to school children. We have a lovely daughter, Oliva, who plays the piano. Sometimes the three of us form a band, with Oliva playing piano, Shirley playing the drums, and me playing guitar. I am a sports fan and play soccer and tennis each week. I also just began golf lessons.

My branch team includes myself and Vivian Deng, my branch office administrator. She is the first person who see you when you visit our office in Oakville, and you will find her very capable and helpful.

Whether you are new to investing or are a seasoned investor in need of a second opinion, I welcome the opportunity to introduce myself and explain how Edward Jones can help with your financial needs. Please give me a call.