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.

 

Albert Chow

Associate

604-257-7640 | Email me

Albert graduated with a Bachelors of Economics from Simon Fraser University. He is fluent in both English and Cantonese, and has also completed the CSC and CPH. His organizational ability and knowledge of the industry makes him a valuable asset to the team. In his free time, Albert enjoys cooking, hiking and playing a variety of sports.