Angel joined RBC Dominion Securities in 2018, and worked with several established teams within the firm before transitioning to support our team. She remains committed to working closely with clients to help them achieve financial success. In her current role, Angel is responsible for managing client relationships, developing customized financial plans, conducting portfolio modelling and trading. With her sharp mind, diligent work ethic and warm demeanor, Angel has become an important asset for our team and our clients.
Originally from China, Angel graduated with a Bachelor of Economics from Jinan University, and holds a Master of Science in Finance from Simon Fraser University. A big believer in ongoing professional development, Angel has earned the advanced industry designation of Chartered Investment Manager (CIM), and is working toward the Chartered Financial Analyst (CFA) designation.
Outside of work, Angel is passionate about road cycling, having joined the 122-kilometre RBC Gran Fondo Whistler every year since 2019. She also volunteers with the Mentor in Business Program at the Beedie School of Business, Simon Fraser University.
