As a Wealth Advisor, Christine has more than 20 years of experience in both the financial and investment sector. She had previously worked for another investment institution for over 16 years and joined the National Bank Financial since 2010. Furthermore, Christine earned the designations of Certified Financial Planner (CFP) and STI, and is very knowledgeable in financial planning, retirement planning, estate planning, and other information related in this area. Together with her team, Christine provides a wide range of wealth-management services for her clients including independent portfolio management, wealth accumulation strategies, insurance products and estate planning services.
In terms of portfolio management, Christine uses investment tools to reach both long-term investments and achieve objectives set by herself and her clients. She carefully set individual and unique portfolio according to clients’ situations and different levels of risk tolerance to fulfil the goal of capital protection and appreciation.
Christine’s strategies ensure that, as a client and formal investor, you deserve a strong financial future and your retirement, to improve the quality of life for you and your family. She also holds periodical reviews with client to ensure that the objectives are met and are in the best of the clients.
Christine is fluent in English, Cantonese, and Mandarin. She always places her service to her clients as top priority. She is committed to discuss your portfolio on a regular basis and provides advice should you come up with any questions or doubts on your investments
If you would like to set up an introductory meeting or have any questions regarding your investment, please do not hesitate to contact Christine or send her an e-mail.