As Senior Portfolio Manager with decades of wealth management experience, Grace leads the Grace Wang Portfolio Management Practice. By applying her vision for growth and secular trends, and her broad knowledge of the capital markets, she has developed a track record that brings her clients financial security and peace of mind. She achieves and exceeds client objectives through a holistic yet simplified mindset that involves continuous client education, educated and informed decision making, and thoughtful family financial planning. Over the years, she has established long and trusted relationships with clients, spanning entrepreneurial families to those with multigenerational wealth planning needs, private enterprises, non-profits, and foundations. Her highly attuned, discerning, and forward-thinking approach is evident in everything she does, and she finds great fulfillment in helping her clients live their comfortable lives. Grace is an avid reader and a practitioner of the “1% rule”: that a 1% improvement every day will lead to a 37x improvement over the course of a year – a large gain!
Outside of work, Grace enjoys spending time with her family and raising her two dogs, Pepper and Pinto. She believes in giving back to her community through school initiatives, a personal family foundation, and volunteering on committees. A keen traveller, she enjoys, learns from, and immerses herself in historical European cultures. She also enjoys local trips throughout BC with her family and spending time in the countryside.