CFA, CIM
Associate Portfolio Manager
My role on the team is to execute fixed-income and equity trades for client accounts, conduct investment research, and monitor capital movements and transactions for our client portfolios. I also collaborate with the investment management committee to determine optimal asset allocations for our various models. I am passionate about financial markets and trading, striving to always attain the best execution for clients. I bring five years of experience working as the lead trader/portfolio analyst for another investment dealer, where I gained invaluable experience that I look forward to sharing with the West Oak team at Wellington-Altus Private Wealth
Prior to beginning my career, I attended the University of Alberta, where I attained a Bachelor of Arts with a major in psychology and a minor in sociology, as well as a Bachelor of Commerce degree with a major in finance. During my first four years at the University of Alberta, I played offensive line on the Varsity football team. During my early days as a lead trader at another investment dealer, I completed the CFA program to attain the CFA charter, attained the CIM® designation, and the licensing to trade options. I have also completed the CFA institute Data Science for Investment Professionals certificate and hope to further explore quantitative portfolio management.
My university football career helped me instill a very disciplined mindset, which helped me lose over one hundred pounds and pass all three levels of the CFA program on my first attempt. I am passionate about weightlifting, fitness, and personal growth, as I am always looking to improve myself in some way, whether that be through fitness goals or learning something new.
Trader and Portfolio Analyst
Working as a trader and portfolio analyst, my role on the team is to execute trades as per clients’ requirements and regular portfolio rebalancing according to our investment models, as well as researching investment strategies from the quantitative perspective. I also collaborate with the investment management committee to determine optimal asset allocations for our various models. I have a strong interest in the field of investment management and have always been devoting myself into the industry by learning and practicing about the cutting-edge technology, I look forward to bringing my skill set and make contributions to the team.
Prior to joining the Wellington-Altus Private Wealth, I took both my undergraduate and master’s programs from University of Toronto, specializing in quantitative finance. After graduation, I spent much of my career as a quantitative researcher under an asset management department at one of the largest financial institutes in Canada, as well as another fintech company. I love playing various sports like snowboarding and basketball in my leisure time, and I have been playing in a basketball league for a long time before relocating. Apart from that, I enjoy photography a lot and I plan on exploring the beauty of Western Canada with my camera! I look forward to this new chapter in my life.
B.Sc.
Associate & Office Administrator
Born and raised in the rolling green hills of Northern England, I moved to Calgary in 2014. My original plan was to stay and explore for a brief period, however, I quickly fell in love with what Canada and Calgary had to offer, and I now feel fortunate to call it home.
I have over 15 years’ experience in client-focused roles across financial sectors and geographies including the UK, Channel Islands, and Canada. I was formerly a Portfolio Administrator with QV Investors and a Trust Relationship Manager with Credit Suisse in the UK.
The first in my family to attend and graduate from university, I have a strong work ethic, making me an initiative-taking and organized professional. I get satisfaction from providing distinguished assistance and service to others. My natural people skills help me form deep connections with others, enthusiastically supporting them to achieve and exceed their goals and ambitions.
I am a proud wife and mother to my two young children, along with a Bernedoodle dog, Rosie. I love exploring new places and the great outdoors, especially if food and hiking is involved. Additionally, I enjoy watercolor painting and exercising, ensuring I can stay healthy and active with my family.
MSc, CFA
Portfolio Trader & Analyst
As a Portfolio Trader & Analyst, my role in the team is to execute fixed income and equity trades, and monitor capital movements and transactions for our client portfolios. In addition, I collaborate with the investment management committee to determine optimal tactical asset allocation and develop equity/fixed income models. I am passionate about the financial market and technical analysis. My previous experience in Fintech and research led to an interest in programming, which I look forward to applying to the investment analysis at the West Oak team.
After obtaining my Master of Science in Finance at Concordia University, I began my professional career as an analyst at a large investment bank in Montreal. Afterward, I worked on the asset management team at one of Canada’s largest financial institutions, where I gained experience in compliance risk management, cash management, and trading operations. Concurrently, I have earned my Chartered Financial Analyst ® designation and recently completed a professional certificate in Data Science and Machine Learning at McGill University.
I grew up in a small town in the south of China and have played piano since I was four years old. I performed as a collaborative pianist in the choir at school. Years of practicing music taught me persistence and discipline, which helped me understand that details are the key to success. In my spare time, my husband and I love to travel and spend time in the Rockies, skiing and hiking. We enjoy exploring new restaurants and beautiful trails in the city. I also love cooking, especially very spicy Chinese cuisine!
Senior Associate
I am fortunate to have spent over 15 years working within the wealth management industry. Over that time I have become passionate about getting to know our families and providing the unique and personalized service that they deserve. As an associate at West Oak Family Office, I am here to support you and your family in any way I can. Whether that be to provide clarity on your financial future, help you navigate a complex situation or simply a friendly contact for all things administrative. If I am unable to help, I will certainly find the expert who can.
I live in Bragg Creek with my husband and two young children. We made the small town move in hopes to foster a love for all things adventure in our kids and spend all of our free time exploring the outdoors. In the rare moments I can sneak away you can find me mountain biking, trail running or cross country skiing on the trails in West Bragg Creek or at our home away from home, in Fernie.
B.A
Senior Associate
BCOMM.
Associate
M.Fin
Portfolio Trader and Analyst
CPA, CA, TEP
Senior Tax Advisor
CFA, FCSI, RIAC
Senior Portfolio Manager & Wealth Advisor
CPA, CA, CFP®
Senior Wealth Advisor & Portfolio Manager
BA Economics, CIM
Senior Wealth Advisor & Portfolio Manager