Team

Our Cross-Cultural Team

Coming from Singapore, Shanghai, Hong Kong and Taiwan, and calling Canada home, we are a cross-cultural team that embraces and integrates the best of different worlds. Our main language of operation is English, but we also have fluency in Mandarin and Cantonese.

Our Growth Mindset

As a team, we share a growth mindset and are dedicated to lifelong learning. Over decades of accumulated knowledge and experience, we have woven together a rich tapestry of insights - one that connects finance, business and life wisdom.

Our love of learning is intertwined with our commitment to teaching and mentorship. We are keen to share our insights with our clients and are gratified by their warm expressions of appreciation. As well, we mentor university students and young professionals on a regular basis and in a variety of ways and are pleased to witness the positive impact we have on their growth.

Our Commitment to Excellence

In all that we do, we are highly attuned to quality; our decisions and recommendations are the outcomes of clear, unbiased thinking that focuses on what matters most, especially in the long term.  We are proud of our industry-leading investment track record of 20-plus years, and we remain steadfast in prioritizing the needs of our clients and managing their portfolios for continued success in the years to come.