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From a roster of almost 2000 teams, The David Jiang Group has been awarded twice with the "One RBC Team Award" in 2020 and 2024 for their outstanding collaborative efforts.
Senior Portfolio Manager & Wealth Advisor
Driven by a lifelong passion for the markets and a deep desire to make a positive impact in the lives of others, David founded The David Jiang Group in 2004 and has spent the past two decades building a successful practice from the ground up. As senior portfolio manager, he leads our team with integrity and compassion, working to provide high-net-worth individuals and families with bespoke wealth and investment solutions. His dedication to going above and beyond for our clients, coupled with his years of industry expertise in management and consulting, has solidified his reputation as a trusted, loyal advisor.
David holds a Master of Business Administration (MBA) from the University of Victoria and a Bachelor of Science from Covenant College in Georgia, USA, where he received a full tuition scholarship. His passion for continual learning and development has led him to obtain some of the industry’s top credentials, including Certified International Wealth Manager (CIWM), Certified Financial Planner (CFP), and Chartered Investment Manager (CIM). He is also a Fellow of the Canadian Securities Institute (FCSI), the highest honour in Canadian financial services.
Outside of work, David enjoys playing golf, watching sports, and gardening.
Associate Wealth & Investment Advisor
Lynne joined The David Jiang Group as an associate wealth and investment advisor in 2012. Her role primarily consists of supporting David with portfolio management and implementation, while also being a first point of contact for client support and account-related transactions. Having worked with our team for over a decade, Lynne has enjoyed being able to form deep connections with many of our clients, taking the time to not only understand their financial goals and needs, but also their unique life stories.
Lynne holds a Bachelor of Commerce degree from the University of British Columbia’s Sauder School of Business. She has also obtained her Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). She was initially drawn to the financial services industry in 2011, following a lifelong passion for interacting with and helping others.
In her spare time, Lynne enjoys golfing, snowboarding, and exploring new restaurants and bakeries.
Associate Wealth Advisor
Kelly joined The David Jiang Group in 2015 and has been a pivotal member of the team ever since. In her role as associate wealth advisor, she oversees many of our day-to-day operations, contacting clients on a regular basis to ensure that their financial plans and investment strategies are up to date. Kelly enjoys getting to know the people we work with, listening to their stories and understanding their goals in order to deliver customized advice that will leave them with true peace of mind.
Kelly attended the University of British Columbia, where she obtained both a Bachelor’s degree and a Master of Business Administration (MBA). She holds the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Manager (CIM) designations.
Born and raised in Vancouver, Kelly enjoys staying active by hiking and golfing. She also has a passion for music and is a skilled pianist.
Associate Advisor
Helen joined The David Jiang Group as an associate advisor in 2017. She is the team's operation manager and leads the associate team to handle all administrative tasks while also providing valuable IT support. She enjoys getting to leverage her organizational abilities and technological expertise to enhance the overall efficiency and productivity of our team’s processes.
Holding a bachelor’s degree from Simon Fraser University, where she studied mathematics and statistics, Helen brings a unique background and highly relevant knowledge to the team.
Outside of work, Helen enjoys playing the guitar, working on DIY projects, and taking short trips to explore different cities in Canada.
Associate
Since becoming a part of The David Jiang Group in 2021, Chloe has played an important administrative role on the team. In her current position as an associate, she is responsible for a variety of tasks, including client transactions and file management.
Chloe holds a bachelor’s degree from Simon Fraser University, where she majored in economics. She has also obtained a Master of Business degree with specializations in marketing and advertising from the University of Queensland in Australia. Chloe is skilled in several languages including English and Mandarin.
Chloe grew up in Beijing, China. In her free time, she enjoys eating and travelling with friends.
Karina is the newest addition to The David Jiang Group, joining as an associate in 2024. In everything she does, she builds on her knowledge gained from previous roles, including her time as a Private Banking Associate for RBC and her past experience in fund administration and risk management in Hong Kong. Karina enjoys communicating with our clients, with each conversation further motivating her to learn and grow.
Karina holds a Master of Risk Management Science degree from the Chinese University of Hong Kong. Having joined the financial services industry in 2017, she was first drawn to its dynamic and ever-evolving nature and has grown to appreciate the level of continuous education that it requires.
Having lived most of her life in Hong Kong, Karina has enjoyed getting to know the city of Vancouver. She also loves nights spent at home watching movies.
