About Me

My goal is to dedicate 100% of my time and energy to deliver premium financial services to you. Together, we’ll build a financial plan that includes the insurance or investment-related product that meets your specific goals. I work with a wide variety of clients, from single individuals to corporates. From a simple budget to complex strategies, I would like to help you build lifetime financial security by: · Developing an approach that include RRSPs, TFSAs or Non-Registered Accounts; · Growing your investments through RBC GIF funds; · Protect your family from the unexpected with term life or whole life (Participation life or Universal life); · Converting your lifetime savings into retirement income through annuities, RIFFs and LIFs and · Providing you with solutions of disability insurance or critical illness insurance. Whether you prefer virtual or in-person meetings, I can accommodate your needs. Please contact my office and discuss your financial future!

My Experience

I am fluent in English and Mandarin and am comfortable conducting business in either language. To meet your needs and goals, I’ll help you discover the best strategy to meet your objectives. As an Advisor with 15 years of experience in the financial services industry, I commit to helping you achieve your goals. I provide customized investments, insurance, tax and estate planning strategies to match your financial goals for your futures. When I am not working with clients. I love going on adventure and travel extensively around the globe. In my down time, I love music and painting. I also enjoy working out, reading and listening to podcasts.