My career has been focused on investment management, with an emphasis on high-net-worth clients. I am particularly effective in gathering client information, analyzing economic and business data and trends, and providing astute recommendations based on each client’s risk profile.
My knowledge of financial operations comes from a breadth of experience that includes big banks, mid-size boutique firms, and independent firms. I’ve worked with pension plans, private equity, and portfolios of all sizes.
One of my greatest strengths is innovation, which I believe is a cornerstone of any successful enterprise. I am energized by working in cross-functional teams to solve complex problems, and I enjoy the communication challenge inherent in these types of groups.
My father immigrated to Canada from Hong Kong in 1967 with only $100 in his pocket. He slept on the grounds of the restaurant where he worked as a waiter to save money. He was successful in drawing upon his analytical skills, business instincts, vision, leadership, and entrepreneurial focus to develop a unique idea in an untapped market.
Today, my family owns and runs a global platform for which I serve as a consultant. From a young age, I watched my family’s business gain market share despite competing with global firms, and I learned first-hand how to maintain a competitive edge and deliver outstanding, customized service.
As a small business owner, I’ve learned how to make quick decisions and adapt to customers’ needs—eventually landing the Microsoft and VIA Rail pension plans. I helped raise $2M of private funding and secured million-dollar consumer packing contracts with Fortune 500 companies including Motorola Mobile and Coca Cola.
Inflation Is Not the Only Challenge
May 02, 2022
The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....Read more
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
Mar 23, 2022
The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....Read more
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