With more than a decade of experience in retail banking, David is passionate about helping clients build customized portfolios by accessing world-class investment managers. With a commitment to independence and transparency, he empowers high-net-worth individuals and families make informed, confident financial decisions.
David works alongside a team of leading specialists, including a Financial Planning Specialist, High Net Worth Planning Vice President, Estate Planning Specialist, Will and Estate Consultant, Philanthropic Advisor Specialist, International Estate Art and digital Legacy Planning Vice President, and Private Banker. Together, they deliver fully integrated strategies tailored to each client’s unique goals.
Originally from China, David moved to Canada in 2003, and now calls Vancouver home. He is fluent in both English and Mandarin, and brings a multicultural perspective to his client relationships.
David holds some of the industry’s most respected designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), Personal Financial Planner (PFP), and Trust and Estate Practitioner (TEP).
Outside of work, David enjoys staying active through fitness, playing golf, and taking road trips with family and friends.
