Meet our team

Vicky has over 15 years of experience in the wealth management industry and works alongside Kent to help clients achieve their financial goals. She leads clients through the full wealth management process, including financial planning, estate and Will reviews, tax minimization, insurance solutions, and business planning. Vicky also manages ongoing client relationships, coordinates with external professionals such as accountants and lawyers, and connects clients with RBC partners in Private Banking, Commercial Banking, and other specialized services to ensure a truly comprehensive strategy.

Her role includes guiding clients through discovery and planning meetings, providing ongoing reporting and market updates, and managing yearly reviews of financial, estate, trust, and insurance plans. She also ensures timely follow-up on action items and works closely with clients to track opportunities, review policies, and maintain long-term planning discipline.

Vicky holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. She is fluent in English and Mandarin. Outside of work, Vicky enjoys spending time with her family, practicing yoga and hiking, and volunteering at a local animal shelter.