About

Whether you’re securing your family’s future, protecting your business, or preparing for the unexpected—I’m here to help you make smart, strategic choices with the strength of Sun Life behind you.

With over 20 years of international business experience and fluency in English, Mandarin, and Spanish, I bring a global perspective to local financial decisions, with client-first approach — helping you make smart decision with clarity and confidence.

Whether you're just starting out or preparing to pass on your wealth, I offer solutions that grow with you—designed to protect what matters and build the future you envision.

Let’s create a plan that puts you in control—with clarity, confidence, and long-term value.