Tommy brings extensive knowledge and industry experience to his wealth management practice. Working closely with High-Net-Worth individuals, families and entrepreneurs, Tommy manages his clients’ wealth in a tax-efficient and highly-customized manner to meet their specific needs.
Tommy earned his Bachelor of Commerce from University of Victoria before pursuing his career path. Committed to ongoing education in current and emerging wealth management trends, he has achieved the advanced designation of Chartered Investment Manager (CIM), which enables him to council his clients on complex wealth management issues beyond the scope of basic investment plans. Tommy also specializes in options and futures investments, where he can provide additional protection for his clients’ wealth by hedging equity, inflation and currency.
Tommy is fluent in English, Mandarin, and German. Besides being a competitive soccer athlete and an avid snowboarder, he is also the co-founder of a local soccer club as well as an animal lover. He and his family have rescued and adopted multiple dogs and cats across the world.