成长不止于财富


通过基于价值观的协作方法以及负责任地诚信积累财富的记录,您可以期待加拿大皇家银行财富管理帮助您实现人生愿景。

 

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假如您 需要個別指引,以處理閣下的投資事宜,我樂意隨時為您效勞。無論您為商業、團體或個人進行投資,我均可為您量身訂造切合您獨特需要的投資組合。您將可接觸 全面多元化的投資項目,包括股票、債券、互惠基金、保險及其他產品。

作為皇家銀行多美年證券 (RBC Dominion Securities)的投資顧問,我非常樂意與您共商閣下的理財目標。我的聯絡資料可見於左下 方。

Patricia Ng, CFP, FMA, FCSI

Investment Advisor

604-665-0750 | Email me
604-306-2661 | LinkedIn
604-718-3050
1-877-718-3026

Senior Financial professional with FCSI, FMA and CFP designations and over 25 years of investment and financial planning experience. Proven expertise in managing a select group of high net-worth clients’ evolving financial situations and counsels them on the most appropriate strategy needed to achieve their financial goals. Able to assimilate and summarize current fundamental and technical news to meet clients’ needs. Motivated and goal-oriented with a track record of seizing opportunities early to improve results. Specialties: work with a team of experts to provide clients with financial, insurance, tax and estate solutions.

During her spare time, Patricia enjoys exercising, reading and spending time with her family and her two children (a daughter studying in 2nd year at Queen’s University in Kingston, Ontario and a 12 years old son in Grade 7 at Vancouver College). She is also very passionate about teaching and volunteering. She can be seen volunteering for Junior Achievements of BC or at local schools for fund raising events.

 

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