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Senior Wealth Advisor & Portfolio Manager
As a Senior Wealth Advisor & Portfolio Manager, Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and licensed Insurance Advisor with RBC Dominion Securities, Wendy and her team offer financial planning solutions, tax planning advice, business owner planning and wealth planning solutions. As part of Canada’s leading wealth management firm, Wendy has been providing personalized wealth advice for business owners and high-net-worth families since 2007. Wendy’s customized wealth planning approach helps her clients preserve, enjoy and grow their wealth so they can achieve their biggest life goals. Wendy takes great care to consider her clients’ needs, with the aim of consistently provide clients with the peace of mind that comes with knowing their financial solutions fit their lifestyle. Wendy was the recipient of RBC Performance award in 2018 and 2024, and has also won the Donald J. Langill Memorial Award. In 2022, she was named President of the RBC Dominion Securities President’s club. These recognitions are a testament to her ongoing commitment to her clients and her leadership within our firm.
Senior Associate
Hester assists our team with client service, portfolio modeling and administrative functions. Born in Hong Kong, she is fluent in English, Cantonese, and Mandarin. She began her career in Hong Kong, working with high-net-worth private banking clients. Since relocating to Canada over two decades ago she has continued her career in the financial services industry with over 20 years of experience demonstrating unwavering dedication and commitment. Passionate about helping families achieve their financial goals and objectives, Hester strives to help families though a thoughtful and caring approach.
Associate
Born in San Francisco and raised in Vancouver, Sam graduated from the University of British Columbia with a degree in History and Economics, and has been working in the financial services industry ever since. In his current role, Sam will be assisting the team with wealth planning services, private investment management and portfolio rebalancing and execution. He will also be assisting Wendy in delivering an exceptional family office experience for individual and business clients. Sam is committed to helping clients achieve their financial goals and providing them with financial peace of mind.
Born and raised in Singapore, Chantel relocated to Vancouver in 2019 to pursue her academic passions at the University of British Columbia, graduating with a degree in Psychology and Education. With a strong foundation in understanding human behavior, Chantel is dedicated to delivering exceptional client service in the financial services industry and assists the team in administrative tasks such as meeting scheduling and event planning. Her thorough mindset enables her to effectively navigate complex administrative tasks and deliver client-centric service in a seamless and personalized way.
