Originally from Hong Kong, Simon graduated from the McGill University with a Bachelor of Commerce degree majoring in Finance and joined RBC Dominion Securities in February 2006.
Simon is dedicated to working closely with clients to assist them with all of their wealth management needs. His role is focused on client communication, portfolio management, and implementing strategies identified in client financial plans.
Committed to continuing education, Simon has obtained his Canadian Investment Manager (CIM) professional designation and keeps up to date on current investment solutions through on going professional development.