As an Investment Counsellor with RBC PH&N Investment Counsel, Lin provides discretionary investment management services for high-net-worth individuals and families, businesses, trusts and foundations. She is committed to delivering a holistic and comprehensive wealth management experience, and works closely with an in-house team of experts in tax, business succession, estate planning and philanthropy to meet each client’s unique needs.
Lin brings nearly 30 years of industry experience to this role. Prior to joining the firm, she worked as a Private Banker for one of the largest global banks, and as a Director, Senior Private Wealth Manager for a well-known wealth management firm in Vancouver. Through the years, she developed a deep understanding of the investment industry and strategies, and continues to tailor this expertise in her highly customized approach. Her in-depth discovery process and small client base allow her to recognize each client as an individual, building deep, long-lasting relationships with clients and their families.
Lin graduated with a Master of Business Administration from the Sauder School of Business at the University of British Columbia. In addition, she holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations and is a member of the CFA Institute.
Outside of work, Lin is an active mentor for female students at the UBC Sauder School of Business. She enjoys the mountains of the North Shore and Whistler, and lives in North Vancouver with her husband and two children.
