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.



Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

An Edward Jones client reviews her financial situation.

Find your financial Starting Point

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

Learn More

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More

Setting your path

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

Learn More