We work with Accomplished Entrepenuer's & their families.  Our value proposition is Integrated Wealth Planning.  We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity.   We provide clarity as they understand their 'number'.

I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent. 

CFP, R.F.P.,CEA

  Certified / Registered Financial Planner

We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning.  I am a Certified Financial Planner, Chartered Life Underwriter and Certified Executor Advisor.  My mission is to help you make smart decisions with your money.

We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.

We have a team of tax accountants; corporate and personal service lawyers; estate planning lawyers; tax specialists; certified financial planners; investment councillors that help us in the management of our clients wealth.  

Our team has over 30 years experience in managing clients wealth.

I am a Wealth Advisor with over 35 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private Trust Officers, and Business Succession Planners offering a broad range exceptional service to our clients. Our comprehensive capabilities include tax planning, cash management, long term investing, and estate planning.

I have demonstrated a commitment to professional development and hold the following designations:  Investment Funds Institute of Canada (IFIC), Canadian Securities Course (CSC), and Professional Financial Planning (PFP). I also completed the Investment Management Techniques (IMT) course, and have earned a Certificate of Retirement Strategy. My proficiency in English, Cantonese, along with limited Mandarin allows me to help a diverse group of clients.

I am the Past President of the Markham, Richmond Hill and Vaughan Chinese Business Association. The Association aims to stimulate and create an active Canadian Chinese Participation within the business community.  

In 2014, I was honoured to be invited by the Prime Minister of Canada to attend the China Trade Mission.

I take pride in having participated in numerous community fundraising events for the following charities: Markham Stouffville Hospital, Mackenzie Health Hospital, United Way, Heart & Stroke Foundation – Sing for Your Heart annual gala, and Award from York Regional Police "Deed Speak" in 2019.

Wealth Advisor - TD Private Wealth Management