Hard working Financial Advisor and team providing tailored planning, investment and protection solutions, through deep understanding of client’s needs, current financial situation and market perspective.

PROFESSIONAL EXPERIENCE

Financial Advisor/Limited Partner
Edward Jones
April 2007 to Present

Financial Planner
BMO Investments
Dec 2011 to October 2013

PROFESSIONAL DESIGNATION AND CREDENTIALS

Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
Fellow of Canadian Securities Institute (FCSI®)
Canadian Securities License
Canadian Life and Disability Insurance License

HOW WE WORK TOGETHER

Making sense of investing begins with knowing what you want your money to do. With over a decade of experience in financial industry, our team are equipped with in-depth knowledge to synthesize various clients’ financial goals into attainable objectives and suitable strategies. Those objectives and strategies help clients focus on overall financial well being, and avoid making short-term decisions on their long-term investments, no matter what appears on media headline every morning.

Proactive communication, constant portfolio monitoring and unparalleled client service are the key elements of our partnership with every family, to make sure they feel understood, in control and secure with their investments and finances. My accountant background also helps me take optimized tax efficiency into consideration for each client.

GIVING BACK MATTERS

My firm volunteer roles include Recruiting Leader, Culture of Compliance Leader and Field Trainer for new advisors. I also present at community center and to accountant association on retirement plan, estate and tax strategies and insurance protection, etc.

My personal interests lean toward cars, golf, swimming and time with my wife, my daughter and our good-natured family dog.

I am so grateful for the opportunity to work with many wonderful families, and look forward to building new relationships in future.