My offering
A trusted wealth steward with 25 years of financial service experience, I provide sophisticated investment counsel to high-net-worth and ultra-high-net-worth families in Vancouver. I perform discretionary portfolio management with fiduciary integrity and collaborate closely with BMO wealth planning specialists to deliver integrated trust and estate, tax optimization, and business succession planning services.
What sets me apart
I earn deep trust by placing my clients’ interests first and looking after their entire families’ multigenerational wealth needs with strategic, holistic and personalized services. I specialize in helping local and global entrepreneurs and successful business owners to establish lasing legacies within a disciplined investment framework, addressing their unique personal and business needs with wealth mastery that bridges borders and time zones.
My background and credentials
- Master of Science in Quantitative Business Analysis from Louisiana State University’s College of Business Administration
- Bachelor of Arts in Sociology from the College of Law at National Taiwan University
- Chartered Financial Analyst (CFA®)
- Financial Management Advisor (FMA)
- Fluent in English and Mandarin; conversational Cantonese