West Broadway and Burnaby Branches
"I treat each and every client as my most important one! Providing exceptional client service and going the extra mile constitute my core values. Furthermore, I strive to consistently deliver tailored financial and investment solutions to ensure my clients’ overall financial wellness."
Jacky has held progressive positions in financial services over the last 10 years, starting with HSBC and moving into investment services with AGF Management and a private investment firm. This depth of experience in the financial sector provides him with strong expertise in asset management, retirement planning, investments, and financial planning for new immigrants.
With BlueShore Financial, Jacky provides comprehensive wealth management strategies and customized portfolio development focused on creating sustainable wealth for his clients. Jacky ensures that his clients’ portfolios are appropriately balanced to suit their goals, timeline, tolerance for risk, and life stage. Jacky is fluent in Mandarin and Cantonese as well as English.
As an Investment Advisor, Jacky can provide a combination of personalized advice and access to a full suite of investment products through Credential Securities, including mutual funds*, stocks*, bonds*, exchange-traded funds* (ETFs) and more.
|Jacky provides specialist support to the following Financial Advisors:|
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.