Kevin specializes in designing holistic plans to help clients build and protect their wealth. He works closely with you to determine your unique needs and goals, offering customized advice and collaborating with your other professionals along the way to simplify your life.
Kevin has a passion for sharing professional guidance with clients to help them achieve their financial goals. He takes great pride in working with families and making an impact on the financial well-being of multiple generations. Kevin is known among his clients for his timely and efficient service, and genuine and empathetic communication approach.
Prior to his current role, Kevin worked as a Financial Planner. In addition to a Bachelor’s Degree from the University of British Columbia with a major in Economics and a minor in Commerce, Kevin has pursued advanced designations to further offer specialized advice. He is a Certified Financial Planner (CFP), the most widely recognized designation of its kind in Canada and abroad. Kevin also holds the Certified International Wealth Manager (CIWM) designation, which uniquely equips him to manage the complex needs and requirements of high-net-worth clients.
Outside of the office, Kevin can often be found working out and playing basketball, and relaxing with books and movies. He is a long-time track and field athlete and basketball player, and was previously the record holder for triple jump in the Vancouver District, as well as the BC provincial champion for triple jump. In addition to English, he is fluent in Mandarin and Cantonese.
