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Simplifying Today's Complex World

Education:
B.Comm, University of Saskatchewan, Saskatoon, Canada
B.A. - Economics, University of Calgary, Calgary, Canada
Chartered Financial Analyst, CFA Institute, Virginia, USA
Certified Financial Planner Designation, FPSC - Financial Planner Standards Counsil, Calgary, Canada

Languages Spoken:
English, Cantonese, Vietnamese


Our Philsophy

We provide Wealth Management Solutions to clients with the following priorities:

1) Ethics and Integrity - We believe that transparancy is critical to establishing a trusting long-term client/advisor relationship. This is why we discuss how our business works and how fees and commissions work up front when you deal with us.

2) We provide the Service YOU Deserve - We aim to provide client service excellence to meet your expectations.
3) Returns - We aim to understand your risk tolerance and achieve the best returns possible given these parameters.

4) Flexibility and Choice - We listen and evaluate your needs and provide customized solutions.

Mission Statement

"Simplifying Today's Complex Financial World"