With 15 years of industry experience, Jin skillfully guides her clients through their various investment objectives and provides comprehensive wealth management solutions to affluent individuals and business owners.
Through her training and experience, she has built a strong understanding of the complex financial needs of high-net-worth clients. The fully integrated, comprehensive strategies she and her team build for clients include a personalized financial plan and an institutional-style investment portfolio.
Jin believes in disciplined investing and a holistic wealth management approach for her clients. During the past 10 years, she has successfully helped many new immigrants from China manage their wealth in Canada. Jin coordinates internal and external professional resources to assist with various legal, financial and insurance aspects of her clients’ wealth management.
Jin’s commitment to providing superior client service has been recognized by her inclusion in our firm’s prestigious Executive Council, which is composed of our top Investment Advisors across the country. She was appointed Vice-President of RBC Dominion Securities in 2015 and holds the Chartered Investment Manager (CIM) designation. She is also part of a very select group of advisors qualified to manage your investments on a discretionary basis through Private Investment Management, our premium level of advisor-managed portfolio service.