As an investment advisor and financial planner, I have a decade of experience in financial industry and wealth management, dedicated to crafting sophisticated investment strategies that drive long-term growth and security for clients. A graduate of the University of British Columbia with a bachelor’s in economics and holding a master’s in economics from the University of Waterloo, I bring both academic rigor and practical insight to every financial solution. Known for a data-driven, analytical approach and a keen understanding of global economic trends, I deliver highly personalized advice, ensuring clients’ portfolios are optimized to meet their unique goals and risk tolerance. With a proven track record of success, I am your trusted investment advisor and financial planner seeking to navigate the complexities of today’s financial landscape with confidence.
I hold CFP (Certified Financial Planner), PFP (Personal Financial Planner), CIM (Chartered Investment Manager) designation.
