As a Portfolio Manager, in addition to traditional investment services, Susie is licensed to provide discretionary portfolio management. Within the framework of a client approved investment policy statement, she can take advantage of investment opportunities when they arise.
Susie is supported by an extensive team of in house experts to provide an integrated approach to wealth management in the following areas:
- Financial Planning
- Insurance Planning and Strategy
- Research Analysts
- Will and Estate Planning
- Tax Planning
- Charitable Giving
An Investment Advisor at RBC Dominion Securities since 1985, Susie became a Fellow of the Canadian Securities Institute (FCSI) in 1987 and a Chartered Financial Analyst (CFA) in 1992.Licensed in life insurance also compliments her capabilities in comprehensive investment management and wealth management.
Born and raised in Hong Kong, Susie can also speak both Mandarin and Cantonese. Susie enjoys nature and likes Chinese martial arts, particularly tai-ji.
Susie has served as a member of the Pacific District Council of Investment Dealers Association of Canada for her profession, and a past board member of SUCCESS for the community. Being a Christian, her service to the Church is guided by: "To God Be The Glory". As a person, Susie is always motivated by: "to grow through service"!