I grew up in China in a professional family, where my dad is an Electrical Engineer and my mom is a Pharmacist. Since my childhood, my parents instilled in me the importance of education and to use rational analysis to approach problems. I came to Canada in 2007 to study at the University of Calgary. I graduated with a degree in Bachelor of Commerce majoring in Accounting. After graduation, I started a business from scratch which provided many new experiences and challenges along my entrepreneurial journey.

I joined Edward Jones as a Financial Advisor in Calgary, Alberta since 2020. I believed I could make a difference in the lives of families for my clients. Edward Jones provides me with the opportunity to deliver on my core value which is helping others reach their goals and dreams.

My entrepreneur experience enables me to understand business owners complex and unique financial needs. My multicultural background provides me with the ability to understand the clients needs from different perspectives. I am known to be reliable, empathetic and always available to provide remarkable client experience.

I work with clients directly, along with their accountants and lawyers. My philosophy is to be diligent and pragmatic following a tailored solution to reach clients long-term financial goals. Whether you need to save for a child's education, reduce taxes, plan for retirement or estate consideration, I am here to partner with you.

I have been married to the love of life since 2015 and our little baby Jade was born September 2020. When I am not helping clients reach their goals, you will find me spending time with my family and we love to travel together. We have been to Maldives, England and Italy over the years. I am also a runner and I plan to run in my first Marathon in the near future.

While the road may not always be easy, you can be assured that I am by your side and on your team. I hope to become a trusted partner and lifelong friend to every person who walks through my door.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Protection Strategies

My Personal Interests

  • Cooking
  • Reading
  • Running
  • Soccer
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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