The beauty of starting a long-term investment strategy early in your life is that time is on your side. By setting the stage for lifelong financial stability now, you can avoid being boxed in a corner because of money and instead have the freedom to make choices.

In my practice, I work with young professionals who have the benefit of time to build their wealth. With a vision for the future, a smart financial strategy and the advantage of compounding interest, you'll be on the path toward financial freedom. As a young financial advisor, I can easily commit to being here with you for the long-term. We're in this together.

It was my dad who taught me how to be respectful about money. He came from poor financial circumstances in Hong Kong before emigrating to Canada. I watched him carefully spend and faithfully save with his eye on a better financial future. With that same intensity of focus, I call on both my money skills and my interpersonal skills to make a difference for my clients. Being good with money is great, but it's just as important that I understand what is important to you and what you want your money to do. That's why our first meeting isn't about numbers. It's a friendly discussion about your goals, your family, your kids, and your life situation.

Prior to joining Edward Jones, I spent 4 years at IG Wealth and CIBC, helping my clients with wealth management and holistic financial planning. I've invested my time and effort to earn my Certified Financial Planner® designation, which required me to demonstrate my knowledge, skills, experience and ethics in helping clients with their entire financial picture.

Outside of the office, I'm a sports guy at heart. During my years studying at the University of Toronto, I trained with the triathlon club, and I am still an avid member. I also enjoy skiing and skating over the winter, cycling and golfing over the summer, and running and weight lifting are year around passions.

I would welcome the chance to talk with you about your interests, the possibilities for your life and how we can work together toward a prosperous and secure financial future.

Focus areas

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

My Personal Interests

  • Golfing
  • Skiing
  • Running
  • Cycling
  • Music

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More