Education:
BBA, Wilfrid Laurier University, Waterloo, Ontario, Canada
MSJBS, Chaminade University, Honolulu, Hawaii, United States
Languages Spoken:
English, Cantonese and Mandarin
Specialties:
Canadian Investment Manager (CIM)
Financial Management Advisor (FMA)
Fellow of the Canadian Securities Institute (FCSI)
Certified Senior Advisor (CSA)
Certified Hedge Fund Specialist (CHFS)
My mission is to provide financial planning and investment advisory services to relieve clients from the stress of difficult financial decisions and to become their preferred point of references for all their financial questions.
I'll serve as a knowledgeable and trusted personal CFO from a leading financial institution who plan for and provide financial solutions to my clients. My aim is to insure clients from adversity and preserve investment capital while providing growth.
I have been with BMO Nesbitt Burns since 1994 providing personalized investment and financial planning services for clients. I am currently the Resident Investment Advisor at the Bank of Montreal's Woodside Square Branch looking after the investment and planning needs of their high net worth customers. From Investment to Insurance, I am here to provide ideas and solutions uniquely created to fulfill the financial needs of my clients.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Market Watch
Last Updated
November 21, 2009 02:30 EST
Last
Change
TSX Comp
11,579.33
-20.97
S&P/TSX 60
688.99
-1.59
DJIA
10,318.16
-14.28
S&P 500
1,091.38
-3.52
NASDAQ
2,146.04
-10.78
Nikkei 225
9,497.68
-51.79
TSX Vent
1,408.06
7.12
Hang Seng
22,455.84
-187.32
$CAD
93.4800
-0.5400
London Gold
1,140.00
4.50
WTI Oil Spot
76.72
-0.74
Source: SunGard PowerData
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