Pamela Yoon

Pamela Yoon, CMT, FEA

Senior Portfolio Manager

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max granger

Max Granger, CIM®

Associate Wealth Advisor

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Cherrie Ng

Cherrie Ng

Associate Advisor

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Lillian Hsiung

Lillian Hsiung

Associate Advisor

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YOUR WEALTH MANAGEMENT TEAM CONSISTS OF:

  • Your personal Portfolio Manager, Pamela Yoon, who will create your highly-personalized investment & wealth management plan, never cookie-cutter.
  • Wealth management associates, who will ensure smooth operations of your accounts entrusted to our care and that your administrative requests are taken care of promptly with a quick turnaround time.
  • A portfolio management associate, who will ensure that your portfolios are constructed as tax-efficiently as possible and all trades executed in a timely manner.
  • Financial Planning Specialists with Chartered Accountant (CA) and Bachelor of Law (LLB) backgrounds who will create your personal financial blueprint.
  • Wills & estates Specialists with LLB backgrounds who will crosscheck to make sure your estate plan is bulletproof.