Many families work hard to build wealth, but very few have a clear operating system for how everything fits together — investments, tax strategy, insurance, estate planning, and stewardship.

Over the past seven years, I’ve helped hundreds of families and business owners design the financial architecture that brings these pieces together. My goal is to ensure wealth is structured clearly, stewarded wisely, and transitions well for greater impact.

My approach to financial planning began long before I entered the industry. With a decade of experience spanning behavioural psychology and client operations, much of my work has centred on bringing clarity to complex systems. Today, I bring that same mindset to my practice — mapping financial complexity into clear, actionable structures that help busy families navigate important decisions with confidence while avoiding the hidden landmines that can quietly erode wealth over time.

This commitment to excellence has earned me Court of the Table (COT) for three consecutive years, a distinction that places me among the top tier of financial professionals worldwide.

Raised between Hong Kong and Canada, I am fluent in English, Cantonese, and Mandarin. When I’m not at my desk, I’m usually enjoying life with my wife and our son Micah—likely sharing a great meal, hitting the gym, or planning our next travel adventure.

Notable Achievements:
• Early Bird MDRT (2021,2022,2023)
• 2x Court of the Table, MDRT (2021,2022)
• LIMRA International Quality Award, Gold (2022)
• MRA 1-Star (2021)
• GAMA Rookie Manager Award (2021)
• LUA New Agent Award, Gold (2020)