About Catherine

Catherine offers a wealth of experience as your Financial Planner and Investment Advisor, with nearly 15 years' experience in professional wealth management and financial planning. She holds a bachelor's degree in Computer Science and Technology from the University of South East Asia, an MBA from NanJing University and has obtained the designation of Certified Financial Planner (CFP). enabling her to provide a full suite of financial planning services to her clients.

Before immigrating to Canada from China, she worked for one of the largest financial institutions in China. In 2003 she founded her own company. From 2005-2007 she was a member of the Million Dollar Round Table (MDRT), an international organization of approximately 38,000 of the world's leading financial and insurance professionals from 77 countries.

Catherine and her team work with established individuals and their families to help them discover and fulfil their financial and life goals. She and her team believe that managing wealth is not only about the return on your investments. When your money works well for you, you have the time for those things in life that provide meaning to you family and friends, community and philanthropy, vocations and personal development.