04/03/2025
During my recent travel to Asia, I had the opportunity to meet with David Soh in our Hong Kong office. David is the Head of Research and Portfolio Manager at RBC Global Asset Management. We discussed key trends shaping Asian markets, including the sectors and geographic regions experiencing the most growth. David explained how their team leverages tactical strategies and quantitative analysis in this dynamic environment.
Their team manages six RBC Asian equity funds, including the RBC International Dividend Growth Fund, which offers a strong foundation for long-term investment growth.
With shifting policies and global developments, having a strong, research-driven approach is more important than ever. Grateful for the insightful discussion and a big thank you to Jenny Ito, CFP® and Jo Tang, CFA from RBC GAM for orchestrating this meeting
01/31/2022
Wishing you and your loved one a Happy Lunar New Years. This year we transition from the ox to the year of the Tiger.
“Each Lunar year is represented by a cycle of 12 zodiac animals. This year is the Year of the Tiger, the first since 2010. "The tiger is commonly associate with bravery, courage and strength,"
12/25/2021
Wishing everyone a Safe and Happy Holiday. May 2022 bring you health, happiness and prosperity.
🎄🎁🎅
12/18/2021
We are thrilled to share that we ended the 2021 year by helping over 200 Families plan for their future! Along with our partners, we achieved our highest mark by investing over $65,000,000 this year. We are humbled and could not have achieved this milestone without everyone’s support.
In addition, it was our pledge to give back to the local community. This year we supported several organizations including; Surrey Women’s Centre, The BC Children’s Hospital and The BC Cancer Foundation as well as local families affected by the recent floods.
We look forward to helping many more Canadians achieve their financial goals in 2022.
11/01/2021
Honoured to be the recipient of RBC Convention Conference Award, one of the highest awards at RBC.
This Convention Award is given to the top 5% of Financial Planners in Canada.
I am humbled and thankful to have the amazing support from my family, colleagues and business partners.
A special thank you to all my clients for trusting me and allowing me to help you plan for your future. It has been an honour and a pleasure. Like they say “when you love what you do, you will never work a day.”
#2021
01/04/2021
The only thing that stops you from reaching your full potential is yourself! Open your mind and think big. If you keep on working at it, you will get there.
12/28/2020
Something great to teach our kids about saving for their future. Having a piggy bank can make it fun and interactive way for them to learn.
How Kevin O'Leary used a glass piggy bank to explain compound interest to his kids
Kevin O'Leary answers the question, "How should I teach my children about money?" with this tip on explaining compound interest.
12/08/2020
Why not pay yourself first as you are your biggest asset! Double tap if you believe in this.
Photo credits
05/07/2020
Having a strong plan will help you achieve any financial goals you have. We sometimes get side tracked with purchases we don’t need and that puts us off track. Create a balanced plan that allows you to enjoy today and still accomplish your goals, even if it takes an extra year or two. Invest some time at the end of the year to see how you did and if any adjustments need to be made. Voila you are now one step closer in achieving your goals. Photo Credits: Ebert Steyn
04/01/2020
We’re all in this together and need to support one another! If you have any questions about the following, don’t hesitate to contact me. Please keep safe and healthy. 🙏🏼 🇨🇦