Ryan brings over 15 years of experience as a financial industry professional and actuary to his role as an Investment Advisor. He provides an exclusive list of clients with comprehensive wealth management services and solutions, so they can spend their time doing what matter most to them. He specializes in working with senior executives, business owners, actuaries and professionals in tech, media, medicine and law.
As an accomplished financial professional, Ryan is highly specialized in investment management, risk management, and estate and tax planning. He is dedicated to building long-term relationships with his clients based on integrity, clarity, trust, long-term planning and delivering brilliant service. His clients appreciate his rare combination of actuarial and financial acumen, which make him uniquely suited to help protect and grow their wealth in a tax-efficient and strategic manner.
Ryan’s diverse work experience includes working with some of North America’s largest financial firms to build investment, insurance and pension solutions. With an institutional background, he is a natural fit for working with high-net-worth families. Ryan’s education and qualifications are ideally suited to his role as an Investment Advisor. He graduated from the University of Toronto with a degree in Actuarial Science and Economics, attained his MBA from the Queen’s School of Business, and is a Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA). Ryan is one of only 91 people in the world that hold these 3 designations.
Born in South Africa and of Chinese descent, Ryan lives in Toronto. When not in the office, he is an avid squash player, golfer and enjoys spending precious time with his wife Jen, daughter Riley and son Jordan.