As a Financial Advisor and General Partner at Edward Jones, I focus on providing customized wealth strategies for investors. I am passionate about building relationships and watching people succeed.
Since 2009 with Edward Jones, I collaboratively work with clients and our team of trusted professionals to create actionable plans that utilize sound investment and estate considerations, tax efficient insurance strategies and goals-based planning. We use an established process with rigorous client discovery to uncover what matters most. Clients can rest assured we offer transparent fee structures, strong governance and credibility.
We are located at scenic South Surrey/White Rock, BC, however I do meet clients at their convenient places: around their kitchen table, business or more efficiently and safely through Zoom/WebEx on a weekly basis.
I work with clients in agriculture, land developers, executives and professionals such as lawyers, accountants, engineers, dentists and physicians. My passion for planning and desire to adapt to the ever-changing financial needs of my clients led me to become a Certified Financial Planner (CFP) in 2013. Aligned with our firm philosophy, I have adopted a conservative investment approach with a strong focus on capital preservation, income generation and steady long term results to ensure peace of mind.
In 2018, I assumed responsibility for leading a team of 140+ Financial Advisors and Branch Office Administrators in the Lower Mainland/ Great Vancouver, BC. When I am not in the office, I love to spend time with my wife and three children. I enjoy running, golf, badminton, biking, skiing, camping and travelling.
I am bilingual, fluent in both English and Mandarin Chinese.
All our branch team members - myself, my Senior Branch Office Administrator Judy and BOA Wendy are dedicated to ensuring client expectations are exceeded. We look forward to meeting you soon.