About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Reach your goals and protect your future

Let’s work together to reach your goals. I can help you with many things, such as:

• retirement planning,
• tax planning,
• business development and
• income and asset protection.

When we work together, it’s important for me to deeply understand what is important to you. I’ll take the time to get to know you, your situation, needs and goals. This includes taking a deep dive into your current savings, investments, insurance and benefits. From there, I’m able to identify gaps between what you have now and where you want to be. I’ll create a comprehensive plan that helps you achieve your goals. You can explore the options I present and once you choose a path, I’ll help you implement your action plan. As time goes on, we’ll meet regularly to update your plan as needed.

I’m located in Richmond Hill, Ontario and serve the Greater Toronto Area. I’m happy to offer in person and virtual appointments. As a bilingual person, I offer my service in both English and Mandarin. Contact me to book your appointment.

As an advisor, helping people by using my knowledge is my biggest passion. My background in accounting and business consulting gives me a unique perspective that helps me in my career.

When I’m not working, I enjoy golfing, water sports, reading and social volunteering. I am the President of the National Youth Development Association.