We are delighted to introduce Vince Fu as the newest member of the Hastings Noble Private Wealth team, serving as an Associate Portfolio Manager and Relationship Manager. With over a decade of experience in the financial industry, Vince possesses a deep understanding of wealth planning and investment management, allowing him to provide personalized guidance to families like yours.
As your Relationship Manager, Vince will work closely with you to understand your unique financial goals and objectives, offering tailored advice and support to help you achieve them. He will also collaborate with our team to execute on your wealth management strategies, ensuring a seamless and integrated experience.
In his role as Associate Portfolio Manager, Vince will contribute to the portfolio management and trading process, working alongside John, Jim, Alexandra, and Loreen to identify opportunities, monitor market trends, and refine our investment approach. His expertise will help us continue to deliver on our disciplined portfolio management approach.
Vince's academic background includes a Master of Business Administration from the University of Ottawa, and he holds the prestigious Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. These credentials demonstrate his technical expertise and commitment to the field of financial planning and investment management.
Before joining our team, Vince gained extensive experience in banking and wealth management, where he developed a strong ability to balance technical knowledge with a focus on building lasting relationships with his clients. We are confident that his skills and experience will be a valuable asset to you and your family, and we look forward to introducing him to you in the coming weeks.
Outside of work, Vince enjoys staying active through water sports, golf, and bowling. We are excited to have him on board and look forward to getting to know him better.
Please join us in welcoming Vince to the Hastings Noble Private Wealth team. We are thrilled to have him on board and are confident that he will make a positive impact to you and your family.