Every day I help people set life goals and then partner together to achieve them. It's an area where I have some personal experience, not just with goals but with detours along the way.

In my earlier years, I was fascinated by the world of finance. But the job I found and I needed a job to repay school loans was in a different field. What I thought would be 2 to 3 years to get on my feet grew into almost 13. It was a good job, but ultimately I wasn¿t happy. As fate would have it, I was given an opportunity to stop what I was doing, make a career change and get back on track with what mattered most to me.

As a financial advisor now for over 10 years, I partner with clients for life to balance their short- and long-term goals so they can enjoy today and prepare for tomorrow. We explore options, consider risk tolerance and weigh tradeoffs to set a custom-built financial strategy. We plan for retirement to make sure they have enough and explore what else they want to do. It doesn't stop there. The concept of saving is simple, but the execution is hard especially if the goal seems far away. Like the Aesop's fable of the tortoise and the hare, slow and steady wins the race. So I meet regularly with clients to help them stay on track and watch our progress along the way.

My parents had goals, too to build a better life for me. It's why they immigrated to Canada from China and why they instilled in me an appreciation for money and the value of saving for a rainy day. I am proud to be a first generation Canadian.

Outside of work, I adore spending time with my family Alison, my partner of over 20 years (12 of them as my wife), our 6-year-old daughter Celeste and our pets. I am an avid Toronto sports fan from the Blue Jays and Maple Leafs to my beloved Raptors. I run, play tennis and while you may not call it a hobby, I do love a good meal.

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Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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