885 West Georgia Street
Associate Investment Advisor
Tel: (604) 233-8840
Fax (604) 233-8847
|David joined BMO Nesbitt Burns in year 2012, and with him brings 7 years of wealth management experience from a leading competitor firm. He holds a Bachelor of Arts degree with a major in Economics and a minor in Commerce from the University of British Columbia. David has also completed his Professional Financial Planning Course and Life and Accidental Insurance Agent. David speaks fluent English, Mandarin and Cantonese.
David handles the wealth management needs of high net worth clients and families, partnering with the experienced specialist teams within BMO and his professional network in such areas as insurance, estate planning, banking, tax planning and immigration consulting. Through close and frequent communication, David identifies clients’ financial objectives and customizes their investment portfolios according to their financial plans.
In his leisure, David enjoys traveling the world and scuba diving with his wife.