Working as a financial advisor has been my life's true calling - passion, prudence, precision and professionalism are the cornerstones that I use to serve my clients!

With two decades of unwavering dedication in the financial industry, I adhere to the highest ethical and industry standards, and have refined my knowledge by completing the following designations as part of my learning path to be a better advisor:

- CERTIFIED FINANCIAL PLANNER® (placed 3rd Canada-wide in my final exam; President's List 2014)
- Fellow of Canadian Securities Institute (FCSI®)
- Chartered Life Underwriter (CLU®)
- Chartered Investment Manager (CIM®)

I enjoy utilizing the knowledge earned from my Bachelor of Laws and Master of Finance degrees, along with my analytical, mathematical, critical thinking and communication skills, combined with my creative side to help create simple, yet effective strategies that can help solve your complex financial needs.

Our team looks forward to building a deep connection with you by understanding what’s important to you; we will guide you through the different stages of your life by creating personalized solutions and long-lasting plans; we will monitor your progress throughout your life to help make sure you stay on track. With this approach we have helped many families across multiple generations.

We specialize in:

- Business owner needs
- Investing & portfolio construction
- Wealth preservation & transfer strategies
- Estate, trust & tax considerations
- Retirement planning, transition & income strategies
- Pension unlocking & transfer
- Protection & insurance planning
- Separation & divorce
- Disability

I am proud to be a field trainer/mentor, and the 1st DEI leader in Greater Vancouver, which allows me the privilege to help other advisors thrive and serve their clients with excellence. In 2022, I was honoured to be nominated by my peers for the Ted Jones Spirit of Caring Award, which exemplifies the values, culture, and spirit of giving back.

I enjoy spending time with my family, cooking, jogging, reading, travelling, drawing and doing yoga.

If you are looking for a lifelong strategic partner, who can chart the course to help turn your wildest dreams into reality with care and love, we will be a great fit - let's chat and embark on an amazing journey together!

We are able to serve you in English, Mandarin and Cantonese.

Focus areas

  • Business Owner Considerations
  • Business Retirement Plans
  • Wealth Strategies
  • Wealth Protection Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Health & Nutrition
  • Cooking
  • Jogging
  • Traveling
  • Reading

Office Information

Office Hours

Office Hours
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

Connect on Social

Branch Team

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