Our Team

Charlie began his investment career in 1995, joining RBC Dominion Securities in 2003 to further establish himself in the industry. He handles portfolio management and ensures all investment trading decisions are tailored to your unique needs. With 25 years of investment experience and exposure to the market, Charlie is well-equipped to make insightful investment decisions in times of high market volatility. He firmly believes in taking on appropriate risk to help maximize growth in your portfolio over the long term.

Charlie was born in Hong Kong and holds an undergraduate degree in statistics from the University of British Columbia. A firm believer in ongoing education, he has obtained the Certified Financial Planner (CFP) and Charted Investment Manager (CIM) professional designations. Outside of the office, Charlie is an avid golf fan and enjoys collecting watches.