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As individuals with unique perspectives, extensive experience, and complementary skill sets, our team works collaboratively to deliver unique and tailored portfolio management to those whose wealth we steward.
Senior Portfolio Manager
As Senior Portfolio Manager with decades of wealth management experience, Grace leads the Grace Wang Portfolio Management Practice. By applying her vision for growth and secular trends, and her broad knowledge of the capital markets, she has developed a track record that brings her clients financial security and peace of mind. She achieves and exceeds client objectives through a holistic yet simplified mindset that involves continuous client education, educated and informed decision making, and thoughtful family financial planning. Over the years, she has established long and trusted relationships with clients, spanning entrepreneurial families to those with multigenerational wealth planning needs, private enterprises, non-profits, and foundations. Her highly attuned, discerning, and forward-thinking approach is evident in everything she does, and she finds great fulfillment in helping her clients live their comfortable lives. Grace is an avid reader and a practitioner of the “1% rule”: that a 1% improvement every day will lead to a 37x improvement over the course of a year – a large gain!
Outside of work, Grace enjoys spending time with her family and raising her two dogs, Pepper and Pinto. She believes in giving back to her community through school initiatives, a personal family foundation, and volunteering on committees. A keen traveller, she enjoys, learns from, and immerses herself in historical European cultures. She also enjoys local trips throughout BC with her family and spending time in the countryside.
Investment Associate
Sam joined the financial services industry in 2009, and in 2011, started as a fund manager for the BC Public Service where he successfully managed investment portfolios totalling $6B in assets under management. These mandates spanned a diverse spectrum of investment portfolios including US S&P500 large cap, US small cap/ESG, and quantitative Canadian equity. What Sam enjoys most about his role is leveraging his knowledge and perspectives to make informed investment decisions in a collaborative, growth-oriented culture. Sam is responsible for the research and diligence into existing holdings, new idea generation, as well as the portfolio strategy that underlies clients’ portfolio construction. He also enjoys educating and informing clients through the quarterly investment journals that we publish, outlining the practice’s views on pertinent capital markets developments.
Sam was born and raised in Vancouver, BC, and enjoys quality time spent with family members who live in the area. Sam is also an antiquarian book collector and reader of Aesop’s Fables books, where animals take on human characteristics to shed light on human foibles and virtues. Finally, Sam is a Board Member with the Central City Foundation, where he chairs the Investment Committee, integrating best practices with the stewardship of a fund whose proceeds are used to fund community-led solutions in Vancouver’s inner city.
Associate Advisor
Leslie started her financial services career at RBC in 2008 on the bank side, working her way up to head teller and gaining invaluable problem-solving and client service skills before joining Grace’s team in 2017. As an Associate Advisor, she manages the day-to-day operations of our portfolio management practice, working alongside our team to execute trades and collaborating with our RBC partners to develop holistic wealth plans for clients. She loves the ever-changing nature of her job and takes a meticulous approach to learning about our clients and ensuring she makes a positive difference in their lives. Clients appreciate Leslie for her diligence, thoughtful follow-up, and thorough knowledge of wealth management processes.
Born and raised in North Vancouver, Leslie likes to explore all the city has to offer and visit new restaurants and coffee shops. She also enjoys road biking, travelling, and going on solo road trips across Canada. Leslie has two rabbits, Hayden and Smokie, and is a proud supporter of Vancouver Rabbit Rescue and Advocacy, an organization dedicated to raising awareness of rabbits as pets and educating the public on their proper treatment.
Associate
Katherine started her career at RBC in 2021 and joined the Grace Wang Portfolio Management Practice in 2024. She completed her Bachelor of Business Administration degree in Accounting and Finance at Simon Fraser University in 2020, and broadened her horizons through an exchange program in which she studied International Finance at the University of Manchester. She excels in providing exceptional client service and has the ability to forge strong relationships with those she serves. She has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course from the Canadian Securities Institute. Katherine is also fluent in English, Mandarin, and Cantonese and adeptly connects with clients from diverse backgrounds.
Outside of the office, Katherine enjoys spending time with family and her ragdoll cat, Tiger. She embraces an active lifestyle with hobbies including hiking, Pilates, snowboarding, photography, and travelling. She also enjoys nurturing her passion for exploring diverse cultures.
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