Languages Spoken:
English, Cantonese, and Mandarin
Specialties: Investment Planning and Customized Private Client Portfolio
Retirement Planning
Tax-Efficient Investments
Estate Planning and Risk Management Our Mission
Our team focuses on building wealth for our clients by taking a conservative approach towards investing, but always striving for above average returns. We believe that preserving capital and enhancing wealth depends as much on reducing risks as it does on striving for higher returns.
Our Philosophy
Our team specializes in Wealth Advisory Services to high net worth families, individuals and corporations. We customize a game plan for each particular individual or group to align their investment objectives with their goals.
Our clients are retirees, new immigrants and business owners. They understand the importance of ongoing financial advice which we provide on a day to day basis. Our clients trust us to provide the most logical solutions to meet there financial goals.
Reasons to Invest with Our Team
Our team has a combined experience over 25 years in the private wealth business. We use well researched and proven strategies that make sense and have worked well over time
We integrate advanced, comprehensive financial planning into our services through our sophisticated planning software. Our team approach enables each member to focus specifically in their areas of expertise, thereby ensuring both excellence in service together with sound investment advice which can be provided at all times. Our team is also fluent in languages of English, Mandarin, and Cantonese.
