Our world is dominated by immediate satisfaction and quick-fix solutions. My work helps people to remember the importance of looking long-term. When we start by discussing goals, it is often clear that there are many more to come - for example, education costs, new homes, and a comfortable retirement. This means that now is the right time to start planning for their financial future. Once you have a clear understanding of your priorities, we will explore investment options to create a comprehensive financial plan. To ensure you are prepared for unexpected market changes, I will make sure that you have adequate diversification. I will explore tax-advantaged investment options. To prepare for unanticipated life events, I will consider all options. I am organized, detail-oriented and transparent in my approach. My goal is to assist you in reaching your goals. A written, personalized financial plan puts you in control of your finances. You can then make the best decisions for yourself, regardless of what media or coworkers might suggest. We can discuss any hot stocks or unique questions about estate planning with you to determine if they fit your risk tolerance. My parents were excellent role models in money matters. As a child in China I was taught good money management skills and discipline about my spending. When I was 18, I moved to Canada, where I studied advanced finance and economics at university. With a son of two years, I have a better understanding of my family's responsibilities. I have a unique history that allows me to help clients from different cultures and countries. When I'm not working, I like to read, fish, and watch movies.