As an independent financial advisor, my role is to help make your life easier. That's because the work I do takes much of the burden off of you. For your life's goals, I'll recommend ways to financially achieve them. For your family, I'll explore how to keep them financially secure if the unexpected happens. For concerns about the stock market or uncertainty about a big expense, I'm here to get you answers, ease your fears, address the pros and cons, refer you to a professional – whatever you need.

We'll work in partnership to identify and document your goals from which I can create financial strategies designed uniquely for you. Then we'll connect regularly to stay on track. I follow a proven process that keeps us focused every step of the way.

My experience equips me to work with clients whose needs range from planning for retirement to living in retirement and from protecting what you've earned to planning for future generations. After studying accounting and finance in school, I was a senior account manager at one of the Big Five Banks for 13 years and have had an Edward Jones branch here in Markham for nearly 20 years.

I chose Edward Jones because I believe in their values – putting clients' interests first, working in partnership and using a high-quality, long-term investment philosophy. For the past decade, I have helped train and mentor newer advisors so they can carry the same level of personal service to even more clients in the Greater Toronto Area.

Family and security are important to me – probably in part because of my childhood experiences – and I work to help clients protect theirs. I was born in Vietnam. My family and I left our homeland during the Indochina refugee crisis when I was 12. We journeyed to Malaysia, Indonesia, Singapore and finally Canada. I speak fluent Cantonese and can communicate in Mandarin and Vietnamese.

My wife and I have been married for 19 years. I love hi-fi music and enjoy playing golf at my leisure.

Focus areas

  • Education Savings Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Basketball
  • Golfing
  • Music
  • Swimming

Office Information

Office Hours

Office Hours
Mon 09:30AM - 05:30PM
Tue 09:30AM - 05:30PM
Wed 09:30AM - 05:30PM
Thu 09:30AM - 05:30PM
Fri 09:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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