Lily brings more than 20 years' experience in the accounting, finance and investment industries to her role as an Investment Counsellor with RBC PH&N Investment Counsel. This includes four years in a public accounting practice as a tax accountant and six years in capital markets as VP Equity Sales & Trading.
Lily and her team are passionate about helping high-net-worth clients, families, trusts, guardianships and corporations in achieving their long-term investment objectives in a tax-efficient manner. She employs an in-depth discovery process to elicit a comprehensive understanding of each client's unique financial circumstances and draws upon a team of in-house specialists to incorporate tax, estate planning and insurance solutions to help them achieve their overall goals. Lily also works closely with her clients' other professional advisors, including accountants and lawyers, to ensure an integrated wealth management approach.
Lily is both a Chartered Professional Accountant and Chartered Investment Manager, and graduated from Richard Ivey School of Business at the University of Western Ontario with a Master of Business Administration.
In her spare time, Lily volunteers at charitable organizations and works as a committee member at Canadian Foundation for Aids Research, as well as SickKids Hospital's annual fundraiser Scrubs in the City. She is a board director of Canadian Opera Company, a non-profit organization with a focus on emerging artist training programs. Lily is also the chair of RBC Future Launch x TCCSA, a collaboration focused on career mentorship for youth.