As an Investment Advisor with RBC Dominion Securities, I provide access to a comprehensive range of services to help you build and protect your wealth. A firm believer in ongoing education, I earned the industry-leading designation of Chartered Investment Manager (CIM) which is the highest-level of portfolio management training available through the Canadian Securities Institute.
Harnessing my expert knowledge and experience, I develop personalized wealth management strategies for my clients. My breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. My strategies encompass investment portfolio management, retirement and estate planning, insurance-based wealth protection as well as business succession.
Born and raised in Vancouver, I embody west-coast values and embrace both sides of my Canadian and immigrant heritage. Graduating from UBC with a double focus degree in sciences, I see the world as more than just dollars and cents. I am an avid sailor, fisherman and rock-climber and work hard to live a healthy and active lifestyle. As a road cyclist, I also participate in the annual Ride to Conquer Cancer benefiting the BC Cancer Foundation.
As an advocate for financial literacy, I am involved with educating youth on the topics of financial literacy and fiscal responsibility. Through seminars, classroom presentations and mentorship opportunities, I look to engage with all levels of high school and university students.
Actively supporting local sports and charities, you can often find me at fundraisers and community events throughout the greater Vancouver area.