With over 30 years of experience in the banking and financial services industry, Bonny has been helping her clients meet their financial goals. Bonny graduated from the University of British Columbia with a Bachelors of Arts in Economics, has earned the CFP designation from the Financial Planners Standards Council in 1998, the STI designation from the Specialized Trust Institute in 1999, the CIM designation from the Canadian Securities Institute in 2003 and receiving FCSI designation in 2007.
Bonny also believes as an Investment & Wealth Advisor “to invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework“ (words from Warren Buffett) .
Though Bonny was born and raised in Vancouver, she can also speak Cantonese. Away from the office, Bonny spends her time instilling the same values & integrity onto her two daughters, Candice and Celine with her husband, Michael. Nothing is easy….hard work will bring rewards.
Take the next step and call Bonny today at 604.665.0687