Born and raised in Richmond, BC, Dean is a second-generation banker, who decided during his high school days that he would one day work in finance. He has always enjoyed providing financial advice to those around him and helping people make sense of the investment world. When he started his career journey 19 years ago, he quickly became known as a passionate planner who loves to connect with people seeking financial advice.
A BCIT alumnus, Dean attained his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2009. Through his roles at RBC and another majour Canadian bank, Dean has gained valuable experience in building meaningful relationships, providing holistic advice and delivering personal guidance on all aspects of wealth management, including mortgage and lending services.
Armed with the firm's vast array of wealth planning tools, world-class research and investment vehicles, Dean is proud to be able to deliver exceptional client experiences. He proudly provides access to industry-leading wealth management resources to help support clients in all of their financial endeavours.
On a more personal note, Dean's experience growing up in Richmond, a community heavily influenced by Asian culture, led him to meet his wife, Christina, who hails from Taiwan. Together, they have an 13-year old daughter, Valencia, who is already quite financially savvy and helps her dad manage her own Registered Educational Savings Plan (RESP).
When not helping clients fulfill their investment goals, Dean enjoys outdoor activities like golfing, skiing and waterfall chasing, and - despite his busy schedule - he loves to spend copious hours cooking for his family and watching endless amounts of soccer. He firmly believes that taking a mental break, even a short one, is important to re-charge one's mind and inspire focus.
When you meet Dean, feel free to test his Mandarin skills: he may not be perfect, but he aims to surprise you with his level of fluency.
