I immigrated from Hong Kong and have been in the financial planning business over twenty years in Canada. Operating out of two offices, in Edmonton and Vancouver, I personally have over 70 million assets under management. My mandate is to provide high-quality client-centred financial care. I have FCSI, FMA, STI, CFP, CLU, EPC and PCSG designations and continually engage in professional development, to provide more comprehensive advice and services to my clients. I am a lifelong learner and enjoys my prospective studies at a leisurely pace. After completing a master of Christian Studies and Doctor of Ministry with the Graduate Theological Foundation, I enrolled in the Master of Divinity at Ambrose University. I am also involved with other ministries, served as Director at Canada Chinese Christian Winter Conference, OnTrack Leadership Institution, Morning Star Montessori Centre, as well as Chinese Christian Ministry.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.