Address8180 No 2 Road
Richmond, BC V7C 5C1
My BackgroundBrenda has been in the Wealth Management industry for over 10 years. She graduated from McGill University with a Commerce degree. She holds both the FMA and the CIM designations that enables her to specialize in wealth management for high net worth individuals. "I believe an investment advisor is an one-on-one profession. It's everything to do with clients' dreams, expectations, worries and emotions. After understanding clients' financial needs, investment goals, and risk tolerance... everything will fall into place. In addition, clients' investments require professional investment plans, which include research, customized portfolios and ongoing monitoring of accounts." My goal is very simple, you don't need to worry about your investment... That is my job!" Brenda speaks fluently in Cantonese, Mandarin, and English.
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