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Investment Advisor
William 主要担任客户经理，负责加币和美金投资组合的建立与管理，并帮助客户了解金融市场和专业工具。他多年钻研北美成熟指数及机构基金经理，专注于高额金融投资的风险控制。
他拥有超过10年的顶尖企业咨询及金融经验，加入皇家银行前曾为世界五百强公司制定企业发展及并购计划。
William拥有多伦多大学工商管理硕士(MBA)学位，并曾担任校区资产管理协会长，与美加多个领先资产管理机构交流。同时，William拥有特许金融分析师(CFA)头衔，并在温哥华CFA协会担任组委会成员。
Senior Portfolio Manager
Michael has worked 30 years in the finance and investment industry. He is one of the earliest CFA charterholders among his generation and has served many HNW and UHNW families across Asia and Canada. Michael speaks Mandarin and English.
Associate Advisor
Jin has worked in financial services industry in Asia and Canada. He has a Masters degree from the UK and an MBA from UBC. Jin is adept at researching macroeconomic conditions and growth securities, and helps the team with client wealth and planning discussions. Jin speaks Mandarin and English.
Associate
Tina负责投资交易分配工作，并协助客户服务、开户行政工作，以及客户转帐及账户操作。
她拥有3年的金融行业经验，专注于协助客户日常需要及行政事务。在加入皇家银行前，Tina曾就职于国泰君安等金融机构。
Tina 在西门菲沙大学(SFU)完成了商业管理学士学位，主修金融，并已完成了加拿大证券课程(CSC)和行为实践手册(CPH)。
Assistant
Mandy has worked at RBC for many years before joining our wealth management team. She is diligent and customer-oriented and provides excellent service to our valued clients. She is fluent in Cantonese, Mandarin and English
