Since joining Edward Jones in 2002, I have been managing the branch in New Westminster (NW), BC. I am a Limited Partner of the firm and have served in a variety of leadership and mentoring roles in the Greater Vancouver region. My practice specializes in retirement and business owners strategies, and estate transitions. Our family lives in the Ocean Park area of South Surrey, BC.

I have a Ph.D. from Cornell University in Ithaca, NY, a B.Sci. from Peking University in Beijing, and I am a chartered member of the Elder Planning Counsellor (EPC).

I am an active member of the communities where I work and live. I am honoured to serve on several local organizations, including:

- Douglas College Foundation Board (Chair)
- Copper Ridge Conference Centre Board (Director)
- Rotary Club of New Westminster
- New Westminster Foundation
- Royal Lancers

I have been proudly recognized with the following:

- Best Financial Advisor - Reader's Choice Award (NW) 2018, 2016
- Best Financial Services (NW) - Three Best Rated 2017-20, four years in a row
- Judge - Miss New Westminster Pageant & Ambassador Program 2014
- Paul Harris Fellow - Rotary International since 2013
- Judge - Citizen of the Year New Westminster 2009
- Business Person of the Year - New Westminster Chamber of Commerce 2008

- Hole in One - Westwood Plateau Golf Academy 2009
- Hole in One - Westwood Plateau Golf and Country Club 2019

I would love to work with you to assist with your financial needs, short or long-term, so that you can make informed financially sound decisions. Please contact our branch to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Education Savings Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Golfing
  • Art & Theater
  • Traveling
  • Running

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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