Ming Chen is a highly experienced Wealth Advisor with more than 30 years in the financial services industry across North America. She holds an MBA from the University of Texas at Arlington and is a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Registered Retirement Consultant (RRC).
Ming spent over a decade in the United States specializing in investment management, where she developed deep expertise in portfolio construction and market strategy. For the past 20 years, she has been serving clients in Canada, helping individuals, families, and business owners navigate complex financial landscapes with clarity and confidence.
With a calm, strategic approach and a strong commitment to long-term client success, Ming offers tailored solutions in wealth planning, retirement readiness, and investment growth — always guided by integrity, experience, and a deep understanding of your goals.
Your goals. Our expertise. A lasting partnership.
