About Me

My offering

With more than ten years of experience, a commitment to help people achieve success, and both the Chartered Financial Analyst (CFA®) and the Certified Financial Planner (CFP®) designations, I provide investment management and wealth planning services to affluent clients on the North Shore.

Working primarily with multigenerational families, physicians, women, and pre-retirees, I am known for my unwavering dedication to building long-term relationships, which truly sets me apart. I prioritize open communication, transparency, efficiency, and integrity in all my interactions, fostering a sense of trust and confidence that resonates deeply with my clients.

What sets me apart

I don't believe in one-size-fits-all solutions. Instead, I meticulously tailor investment strategies to suit each client's specific circumstances and aspirations. Fluent in English and Korean, I am distinguished by my global perspective and life-long drive to go above and beyond in my pursuit of excellence in everything I do. Wealth is a personal matter. It’s all part of my mission to connect with you on a personal level, help you achieve the goals and dreams you’ve set for yourself, your family, and your practice or business. Having established experience and success at a young age, I still have a long time horizon, which can be reassuring as a long-term financial planning relationship can help you and your next generation to continue your legacy of financial stewardship.

Grace has been working with Julia since 2024 to deliver efficient client services and clear communications. Outside of work, she enjoys camping and hiking beautiful BC trails in the summer, as well as snowboarding in the winter. At home, Grace also enjoys spending time with her cat, Cloud.

Having graduating from UBC with a background in international economics and data science, and experience in wealth management, Grace brings a detail-oriented and analytical approach to supporting clients' financial success. Having completed CFA Level II, she's pursuing to complete the CFA designation.

Fluent in English and Mandarin, she brings a commitment to communicate with clients in the language they are most comfortable with, helping to ensure clarity, build trust, and provide a truly personalized client service.