As an Investment Counsellor with RBC PH&N Investment Counsel, Bowei brings over a decade of experience in providing discretionary investment management services to high-net-worth individuals, families, businesses, trusts, and foundations in Vancouver and the surrounding area.
Bowei is dedicated to fostering strong and enduring relationships with his clients. He endeavors to attain a deep and genuine understanding of their personal goals and financial circumstances. To ensure the comprehensive management of his clients' wealth, Bowei leverages the expertise of in-house specialists in tax, estate, and financial planning from across the RBC enterprise.
Prior to his tenure with RBC PH&N Investment Counsel, Bowei held numerous positions specializing in credit analysis, real estate investment, and portfolio management within several large multinational corporations. His extensive investment background equips him with the acumen to navigate the complexities of his clients' financial situations and the various stages of market cycles.
Bowei holds a Bachelor of Commerce degree from the Sauder School of Business at the University of British Columbia (UBC). He is a Chartered Financial Analyst and a member of the Vancouver CFA Society.
In addition to his professional commitments, Bowei is an active mentor within UBC's Executive Mentorship Program and Woman In Wealth Management Program, where he provides invaluable guidance and support to emerging entrepreneurs and business leaders. Born in China and raised in Nova Scotia and British Columbia, Bowei is also fluent in both Cantonese and conversational Mandarin