Address885 West Georgia Street
Vancouver, BC V6C 3E8
My BackgroundWith over 12 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER® designation conferred by the Financial Planning Standards Council. In addition, I hold a Bachelor of Business Administration degree in Finance and Management Information Systems from Simon Fraser University. I am also fluent in English and Mandarin and able to service clients in both languages. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.