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 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 Certified Financial Planner® designation. I earned a Bachelor of Science and a Master of Computer Science and Engineering from Beijing University of Aeronautics & Astronautics (BUAA) and graduated with high honors.
I will work directly with you, your accountant and lawyer to organize, grow, protect and transfer your wealth. Send a message to me to learn more about how I can help you!
- Business Owner Considerations
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
My Personal Interests
- Art Collecting
- Active Lifestyle