Team

Woon Ai spent the early years of her career at HSBC Asset Management where she was an analyst and subsequently, a portfolio manager. She was part of a team that was responsible for managing the firm’s equity and balanced funds.

 

Since 2005, Woon Ai has been managing portfolios for private clients at RBC Dominion Securities. She has a very strong investment track record and is appreciated for her thoughtful approach to wealth management.

 

Woon Ai graduated from UBC with a Bachelor of Commerce (Honours), specializing in finance, and is alumnus of the UBC Portfolio Management Foundation. She is a CFA charterholder.

 

Woon Ai is also committed to using her talents and resources to serve the local and global community. She has previously served on the Board of Directors of the YWCA Metro Vancouver and remains a member of their Finance, Audit and Investment Committee. She has also been a long-time supporter of The SA (Servants Anonymous) Foundation as well as International China Concern, where she currently serves as a Board member.