Quyen has over 15 years of experience in the investment and wealth management industry, with the last decade being spent as a Senior Financial Planner with RBC. With her diverse background in finance and banking, Quyen has been a great resource for our clients when it comes to their banking and lending needs as well as financial planning more broadly. Part of Quyen’s role on the team is to act as a liaison between clients and their professional advisors: lawyers, accountants, mortgage specialists, insurance specialists, estate planners, etc.
As an Associate Advisor, Quyen supports Will in the management of our client’s investment portfolios to ensure they are in line with their financial goals, risk tolerance, target asset mix and investment timeframe.
A graduate of York University, Quyen obtained a Bachelor of Commerce specializing in Finance. She also holds the internationally recognized Certified Financial Planner® designation.
Quyen’s passion is to help individuals, families and businesses achieve their financial goals by employing a comprehensive approach to financial planning, including retirement, tax and estate planning, risk and debt management and all things financial.
Quyen is most proud of the relationships she has established with clients based on trust, her quick response time and an unparalleled and sincere level of care. She is also committed to ongoing professional development and continuing education and can often be found studying in her spare time.
Outside of work, Quyen enjoys cooking and baking, hosting gatherings and travelling with her family to learn and teach her two children about different cultures and traditions.
