I'd like to hear and understand what is important to you and "why" you want to invest first. I believe in helping you understand that there are options when it comes to planning your life and achieving what's important to you.

I grew up in an academic family with both parents teaching mathematics, economy and philosophy at university and have cherished learning ever since. I love reading, gardening and traveling to explore different cultures and the beauty of nature.

I moved with my family to Canada in 2003 and followed my vocation and joined Edward Jones in 2006 as Financial Advisor. I live in Calgary where I serve individual investors in AB, BC and ON. I was named a limited partner with the firm in 2010. I've assumed responsibility as the Area Women Diversity and Inclusion Leader, Client Solution Leader and Optimize Your Practice Coach since 2017 where I coach financial advisors and leaders to partner for positive impact with our clients , communities and industry.

I am a top female advisor in Canada and have qualified for the Financial Advisors Leaders Conference ten years in a row. This annual event honors the top 800 of the firm’s financial advisors.

Prior to joining Edward Jones, I worked with Royal Bank of Canada and London Life. I served for ten years as an executive leader with IBM China in the financial services industry and software group across the Asia Pacific Region.

I bring a wealth of knowledge in domestic and international markets to serve my clients. I am passionate about investing and helping people pursue their dreams and create a better world. I hold a CFP® designation. I earned a Master of Computer Science and Engineering with high honors.

Our branch team is your primary point of contact. Our Branch Office Administrators, Lucinda Lin and Sherry Qin, bring over 10 years of experience and are dedicated to providing you with the highest level of personalized service. Our clients also have the support of thousands of home office associates who help ensure guidance is both current and comprehensive. I will work directly with you, your accountant and lawyer to organize, grow, protect and transfer your wealth in a tax smart way.

Send a message to us to learn more about how we can help you!

Focus areas

  • Business Owner Considerations
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning

My Personal Interests

  • Reading
  • Traveling
  • Gardening
  • Art Collecting
  • Active Lifestyle

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 Closed
Sun Closed

Branch Team

Email Me

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