Address1 Spadina Road
Richmond Hill, ON L4B 3Z4
My BackgroundWith over 20 years of Canadian and Chinese experience as an investment advisor and Financial Planner, I help my clients, particularly newcomers from China, plan their new life in Canada. I also provide comprehensive and client-oriented wealth management solutions to Canadian professionals and business owners. While recognizing that every client’s situation is different, my priority is to build long term client relationships and give my clients the solutions that they need to reach their financial goals. I am pleased to offer services in English, Mandarin or Cantonese.
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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.