Vice President, Senior Investment Advisor & Financial Planner
800 Manulife Place
10180 - 101 Street
#300, 222 Baseline Road
Sherwood Park, AB
Wye Road Branch
145 Ordze Ave
Sherwood Park, AB
English & Cantonese
Customized financial, tax, & investment planning for individuals and entrepreneurs. I draw on the firm's top-ranked investment research* and broad range of products and services designed to meet the specific objectives of individual clients.
My approach is to build investment portfolios to preserve capital with focus on long term growth without undue risk. Each of my client's portfolios are tailor-made to their individual needs and risk tolerance. I firmly believe that my clients' interests are best served by taking a fully diversified portfolio approach to investing, and employing the principles of dollar-cost-averaging to take advantage of market volatility and enhance returns.
What you can expect as my client:
A Plan: The relationship with my clients starts with the development of a comprehensive financial review analyzing their long - term financial goals. As part of this plan, I cover the investment strategy, tax, and retirement planning aspects of each client's situation in conjunction with other professionals.
Sound Advice: I have the experience and the know how to provide sound advice, and I am backed by the best research team in the country since 1980.*
Service Excellence: I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.
Performance Reporting: Every three months, my clients receive their Quarterly Review in which I monitor their performance and show a clear picture of any changes within their portfolio.