As an Investment Counsellor, Sylvia provides comprehensive discretionary investment management to high-net-worth individuals, families and business owners.
Sylvia focuses on a thorough discovery process to understand each client's unique financial situation to build a customized investment portfolio that is closely aligned with the client's long-term goals. She works with a team of in-house experts to develop strategies that go beyond investment management to assist clients in building a financial roadmap that incorporates tax and estate planning, business succession planning, and intergenerational wealth transfer.
Sylvia started her career on Bay Street and has over a decade of experience in the investment and financial services industry. She held various senior analyst positions responsible for analyzing interest rate and credit risk hedging strategies, and monitoring risk undertaken by wholesale trading desks and the treasury desk of a major Canadian financial institution. Prior to joining RBC PH&N Investment Counsel, she also managed assets on a discretionary basis for family trusts, charitable foundations, and non-profit organizations at another leading Canadian bank-owned investment counsel firm.
She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Toronto. She is also a graduate of the Master of Finance program at the Rotman School of Management, University of Toronto. Born in Beijing, China, Sylvia is fluent in Mandarin, Chinese. Outside of work, Sylvia enjoys travelling, and golfing.
