Prior to joining BMO Nesbitt Burns, Steve was an investment advisor for two major Vancouver-based asset management and securities firms. Steve specializes in providing personalized investment solutions for high net worth clients. Over the last 17 years, Steve has developed a reputation as a highly trusted investment advisor in the industry.
Steve was born and raised in Shanghai, China. After completing his studies in the prestigious Shanghai International Studies University, he obtained his business degree from the University of Wisconsin. Steve came to Vancouver in 1993 and graduated with an MBA in Finance from Simon Fraser University. Steve has chosen Vancouver as a perfect city to raise a family. When not at work, he enjoys golf and traveling with his wife and two sons.