My wife, Kathy and I have been married nearly 30 years. Our daughter owns and operates a Marketing Company and our son is pursuing a career in aviation. Although our children have lives of their own, our family remains close, and we gather each Sunday to share dinner with my parents.
I am an avid reader who enjoys books on personal growth, business and history. I keep fit by regularly visiting the gym and walking with my wife. But what really keeps me in shape is trying to keep up with my young grandson!
My passions are my faith, my family and helping others. I serve and have served on committees, which help communities here in Canada and around the world in a variety of ways, including building schools and hospitals where they are very much needed.
I began working at a young age and saw my parents, after working hard all their lives, robbed of their future savings by poor investment decisions. It led me to become a financial advisor and has enabled me to match my interest in investing with my desire to help others.
I have a genuine interest in who my clients are and what they are trying to achieve. I know it sounds cliché, but when I sit down with my clients, I place myself in his/her position. Whether they are just beginning their career and struggling to save or are retired and need good advice, I work to develop an investment strategy tailored to their situation.
My branch team includes Maureen Strickley and Anu Kanagaglingam. They are talented and knowledgeable and can answer any administrative and operational questions.
Our clients value professional advice and personal service. They are not just account numbers; they are individuals with whom we celebrate milestone moments and who know that when they call our office, they will speak to someone who knows them by name.
If this highly personalized approach to investing appeals to you, give me a call and let me further explain what we can do for you.
Office AddressMaple Grove Shopping Centre
#39-511 Maple Grove Dr.
Oakville, ON L6J 4W3 opens in a new window
Phone NumberYong Kim at (905) 338-6161
|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||By Appointment Only|
Connect on Social
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