Frank Mu

Who We Are?

Recognized as one of the leading Portfolio Managers in Vancouver, Frank Mu provides a comprehensive range of wealth management services designed to your unique specifications. In providing you with the service you need, Frank Mu is supported by a team of service-oriented associates, Enrique Sun, Elaine Zhang, Yvonne Dai and Susan Li. Combined, Frank Mu’s team offers over 50 years of experience in the financial services industry.

How We Can Help?

Backed by the century-old tradition of RBC Dominion Securities – Canada’s leading full-service wealth management firm – you can be confident that you will get the professional advice and services you need. Whether you’re looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.

Who We Work with?

Our services are designed for clients living in Canada and abroad whose financial affairs have become increasingly complex and require professional expertise in managing their investment assets. Our clients include:

Business owners and corporate clients needing solutions that meet the needs of their organization
International organizations requiring tailored solutions that address their complex requirements
Philanthropists looking for discreet and thoughtful ways to bequeath assets to chosen charities
Families seeking professional guidance in the preservation, distribution and transfer of wealth to the next generation
Clients requiring individual wealth preservation solutions that take into consideration tax and estate implications in a global marketplace

Your Dedicated Team

Senior Portfolio Manager

Frank started his career with RBC as a Personal banker in 1992. In 1994, he joined RBC Dominion Securities as an investment advisor. He was appointed to a Regional Manager for RBC Wealth Management Asia in 2005, eventually becoming regional head. Frank returned to Canada in 2012 and resumed his current role as Senior Portfolio Manager.

By meeting the highest standards for education, experience and asset under administration, Frank is privileged to be part of the group, qualified to offer Private Investment Management- RBC’s discretionary investment management services. Working closely with professional partners, Frank is able to provide a comprehensive wealth management solution to his clients.

Frank has a degree in Economics from Simon Fraser University, where he is a mentor of the university’s Business Mentorship Program. In addition, Frank serves as the president of a church in his community.

Enrique Sun, CPA

Associate Wealth Advisor

Enrique brings his comprehensive wealth management and financial planning expertise to the team. Working closely with Frank, Enrique helps high-net-worth clients and families to create personalized and optimized investment portfolio to realize their long-term financial objectives, and to use advanced strategies to achieve highest tax efficiency.

Prior to joining RBC Dominion Securities, Enrique worked at KPMG as tax specialist, providing tax advice on business transactions, succession planning, and corporate and personal tax compliance. He holds Chartered Professional Accountant (CPA) designation. Enrique is fluent in English, Mandarin, and Spanish.

Elaine Zhang, MBA, CIM

Associate Advisor

With strong detail-orientation and organizational skills, Elaine is dedicated to support the team’s day-to-day management of the business, providing exceptional client service, fulfilling administrative duties in an efficient manner. Her main responsibilities include account maintenance, client communication, trade requests and portfolio management.

Elaine finished her Bachelor studies in China and subsequently obtained her Master of Business Administration Degree (MBA) from McMaster University in Canada. By completing the required investment courses, she is fully registered as an Investment Representative.

Outside of work, Elaine enjoys travelling, sports and outdoor activities.

Yvonne Dai, MMS

Associate

Yvonne handles daily transactions and operations that include transfer funds, account openings and maintenance, meeting preparations and managing communications with our clients and partners.

Yvonne’s obtained a Bachelors of Business Administration in Finance from the Beedie School of Business, SFU and obtained a Masters of Management at the Fuqua School of Business, Duke University. She is fluent in English and Mandarin.

Susan Li

Administrative Assistant

Having worked for over 12 years in the financial industry, Susan brings a high degree of knowledge and operations experience to our team. Extremely organized and having a great attention for detail, Susan supports the rest of the team and ensures all daily administrative tasks are completed accurately and on a timely basis. She is dedicated to providing exceptional client service to our clients. Susan is fluent in English and Cantonese.

Outside of work, Susan enjoys watching her three boys play hockey, host church events and cooking.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

View transcript

[♪]

With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.