1. We are long-term thinkers. We strive to manage your money with care and prudence for many generations to come.
2. We are contrarians. We focus intently on the areas that others may have overlooked or failed to recognize, with a focus on paying reasonable valuations for stocks of enduring quality.
3. We are personable. We believe in taking you beyond the numbers to advise you on personal matters that go beyond our core services, and to provide you with trusted insight into life decisions.
We believe in analytically minded investing. We conduct careful due diligence, strive to manage risks well, ask the right questions of the companies we invest in, and optimize your portfolio for higher returns while maintaining prudent risk management practices.
We are proud to introduce ourselves as the Grace Wang Practice.
For client inquiries please feel free to phone Grace Wang at 604-257-7050 or email at firstname.lastname@example.org.
WHAT DO WE OFFER?
Our money management environment has one priority in mind: Client objectives at the very top, and our investing tools, analytical methods, and service offerings all support you in creating financial growth and independence, whether you are a professional, a family, a retiree or a trust fund. We are disciplined portfolio managers with the RBC and have been in practice for over two decades with experience managing across multiple market cycles and preserving your wealth while growing it in a disciplined way. We have on our team:
Grace Wang, Vice President and Portfolio Manager who has developed decade-long relationships with successful families, diverse small business owners who are thriving in so many ways, and professionals who come to us for trusted insight for financial decision making.
Samuel Jang, a former BC Public Service fund manager who managed and directed government pension assets worth $6 billion in equity funds. Now, he provides clients expertise in portfolio construction, the technical aspects of investing, and investment decision-making.
Leslie Mah, a client service professional with 8 years retail banking experience, maintains administration for accounts, organizes client annual portfolio reviews and executes trades. Leslie is your first point of contact for inquiries and requests.
In addition to our core investing practice, Grace also provides in-depth expertise on subjects ranging from tax planning, retirement planning, estate planning, and charitable giving, collaborating with seasoned RBC professionals and outside experts.