As an Investment Counsellor with RBC PH&N Investment Counsel, Bowei brings over 10 years of experience providing discretionary investment management services to high-net-worth individuals and families, businesses, trusts and foundations in Vancouver and the surrounding area.
With a focus on building strong and lasting relationships, Bowei enjoys working with clients to develop a genuine and deep understanding of their personal goals and financial situations. To help ensure that all of his clients’ wealth management needs are met, Bowei draws upon the support of in-house tax, estate and financial planning specialists from across the RBC enterprise.
Prior to joining the firm, Bowei held various roles specializing in credit analysis, real estate investment and portfolio management at several large multi-national corporations. Due to his diverse investment background, he appreciates the complexities of his clients’ financial circumstances and has experience in navigating market cycles and the different stages of life.
Bowei graduated with a Bachelor of Commerce degree from the Sauder School of Business at the University of British Columbia (UBC). He holds the Chartered Financial Analyst designation and is a member of the Vancouver CFA Society.
Outside of the office, Bowei is an active mentor in UBC’s Executive Mentorship Program where he provides guidance and mentorship to the next generation of entrepreneurs and business leaders. Born in China, Bowei grew up in Nova Scotia and British Columbia and is also fluent in both Cantonese and conversational Mandarin.