Jeff specializes in providing comprehensive wealth planning services, offering customized investment solutions to help clients achieve their financial goals and peace of mind.
Jeff is an Investment Advisor and Certified Financial Planner with over 20 years of professional experiences in financial services. Prior to joining RBC Dominion Securities, he was a Financial Planner with a major Canadian bank, where he worked with mass affluent clients for 10 years. Before he immigrated to Canada, he spent 11 years in a leading brokerage firm and a top retail bank in China with high net worth and institutional clients. Jeff graduated from Sun Yat-Sen University (China) with Master degree in World Economy in 1999, he also earned MBA in Global Asset and Wealth Management with Simon Fraser University in 2007.
In his spare time, Jeff enjoys golfing, photographing and volunteering in local communities. He lives with his family and their cat "Spots" in Vancouver.
