As a discretionary Portfolio Manager, Kelvin brings over 11 years of experience working in financial industries. Kelvin works with an extended team of accredited financial, insurance, tax, will and estate planning specialists to offer holistic wealth management solutions to high-net-worth families, business owners, small pension plans, foundations, etc.
Prior to joining RBC Dominion Securities, Kelvin was a Portfolio Manager at a boutique investment management firm, AFINA Capital Management Inc., where he provided customized and goal-oriented investment solutions to high-net-worth customers, business owners and professionals. Kelvin began his career with an investment consulting firm in Toronto which focused on providing investment advice to pension plans, foundations, endowments as well as union benefit funds. Given his unique background, he specialized by applying an institutional investment style to private clients.
Kelvin graduated from the University of Toronto with an Honours Bachelors of Science specializing in Actuarial Science and a major in Economics. He earned the Chartered Financial Analyst (CFA) designation in 2015.
Kelvin moved from Shanghai to Toronto as an international student in 2005. He currently lives in Vaughan, Ontario with his wife and daughter. Outside the office, Kelvin gives back to the community through various volunteer activities. In his spare time, he enjoys traveling with family and playing sports with his daughter.
