With over 16 years working in the investment advisory industry, I have helped my customers to manage their wealth by understanding their needs and objectives and recommending customized wealth management strategies. I am fluent in Cantonese, Mandarin and English, and I am able to serve clients from different backgrounds.
Please take the time needed to explore this site and become acquainted with the services I offer and the resources of National Bank Financial. Should you have any questions or wish to arrange a meeting to discuss your objectives, feel free to contact me directly.
My mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investment….yours !