We serve family entrepreneurs, small business owners, professionals with their own practices, and endowments
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 RBC Dominion Securities and have been in practice for over two decades with experience managing assets 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. We have a rigorous investment process. Click here to learn more.