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Semi retired CPA looking for some professional development credits. 

I help individuals, families and business owners with holistic financial planning. I teach various ways to build their investment portfolios, protect their life and assets so that they can be closer to achieving their financial goals.

 first became interested in Finance when I started investing in the Shanghai/Shenzhen Stock Exchange in 1996 in China. To further improve my financial and investment expertise, I obtained my bachelor degree in Commerce with High Distinction from the University of Toronto in 2005. After graduation I worked for various accounting firms including KPMG where I obtained enormous experience in financial and tax planning including personal, corporation, and income trust. I obtained my Chartered Accountant designation in 2009 and I also currently hold the CPA designation.

Driven by my strong interest in financial investment, I joined Edward Jones in 2016. As a financial advisor, I help my clients mitigate their risk and protect their hard-earned money while working together to grow it. I seek to bring investment, insurance, education, retirement, estate and tax planning strategies into one financial plan that helps my clients achieve their long-term goals.

My goal is to work, build and deepen relationships with my clients who appreciate the excellent service and advice that I provide. I perform regular check-ups with clients for good financial health. Performance monitoring and maintaining an asset allocation in line with your changing profile is central to my role. I will keep you informed of progress toward your goals to ensure you will always have enough and everything will be okay.

I believe education is very important and our team regularly hosts seminars that educate and inspire women, seniors, business owners and their families.

I help my clients plan for today and also for the future

Gordon's is an integrated real estate and transition company, specializing in customers who are settling an estate or downsizing. 

As a CPA and licensed life insurance professional, I’m passionate about helping individuals, families, and business owners make informed decisions about their finances, protect what they’ve worked hard to build, and think ahead about their legacy.