Vincent earned his BCom degree in Finance from the University of British Columbia and also holds the Chartered Investment Manager (CIM) designation and the Fellow of the Canadian Securities Institute (FCSI) designation (www.fcsi.ca). He also holds his Level 2 life insurance license and options license. He brings more than 22 years of industry experience as an Investment Advisor. In his personal time, Vincent enjoys travelling and many recreational activities with his wife and two children. He also stays involved in the community through organizations such as Sauder Business School, Hong Kong Canada Business Association, Canucks Autism Network and Junior Diabetes Research Foundation. One of Vincent's interests outside of work is to be a Mentor for business students and recent Sauder graduates in the Sauder Business School Mentorship Program. He truly enjoys helping others.
Daniel has been working with Vincent since 2014. His focus is on delivering high-end, personalized client service. If you need to execute stock trades quickly and efficiently, need research on a certain investment or if you are having difficulty understanding your statements or our forms, Daniel is your number one contact.
After having attended university in Hong Kong and Taiwan, Daniel completed his honours degree in Political Science and Economics at Simon Fraser University which he attended on full scholarship and subsequently began his career in finance in 1997 with Midland Walwyn which then became Merrill Lynch Canada. Daniel then joined Yorkton Securities in 2000 which ultimately became Macquarie Private Wealth in 2009 before finally becoming Richardson GMP Ltd. in 2013. In 2002, Daniel was awarded by the Government of Canada the distinguished Queen’s Golden Jubilee Medal and in 2012, the Queen’s Diamond Jubilee Medal for his long-standing volunteer commitment and dedication to the community.