Hans graduated from National Taiwan University.  He began his career in the investment management industry in 1998, and is now celebrating 25+ years of managing client assets.  Hans has completed the Certified Investment Management program and is registered as a Senior Portfolio Manager.

Hans’s primary responsibilities include portfolio management, client service, business development, and overall management of the Team.

Joseph holds an undergraduate degree from Simon Fraser University’s Beedie School of Business.  His Motto is from Benjamin Graham, Warren Buffett’s mentor: The idea of permanent investments was gone decades ago, however, sufficiently stringent standards of risk management should help clients escape most of the serious losses and result in satisfactory returns at all stages of the economic cycle.

Our Team's investment insights are supported by real evidence on every matter, and it is critical that we are mindful of misinformation.  As part of his daily routine, Joseph keeps himself informed of current geopolitical, macroeconomics and microeconomics matters.  Securing the future for our clients is his ultimate goal. In his spare time, Joseph enjoys playing tennis and following the NHL.

Erica graduated from the University of British Columbia, and has been in the financial industry since 2005.  Since 2009, Erica has been working closely with Hans.  With her wealth of investment knowledge, professional attitude, and proactive approach to client relationship management, Erica has established great trust with our clients and consistently receive compliments.  She is the most invaluable member to the team.  In addition to English, Erica is fluent in Cantonese and Mandarin .