Senior Investment Counsellor and Portfolio Manager*
Vivian has over 20 years of financial services and wealth management experience and comes to us from National Bank Private Banking 1859 where she has spent the last 6 years as Director & Senior Investment Counsellor. Vivian has a passion for assisting ultra-high net worth families by working with internal and external professionals to develop holistic wealth management planning and strategies.
Prior joining National Bank, Vivian was Investment Advisor at TD Wealth Private Investment Advice with 15 years of portfolio management, investment solutions and client service experience; prior to that was Personal Banker with HSBC for 2 years.
Vivian has a Master of Science Degree in Quantitative Business Analysis from Louisiana State University and a Bachelor of Science in Social Work from National Taiwan University. Vivian is a Chartered Financial Analyst (CFA) and a Financial Management Advisor (FMA).