PRIVATE WEALTH MANAGEMENT
After getting his master's degree in systems engineering, Jason chose to put his academic skills to work and pursue his entrepreneurial ambitions.
Jason was one of the pioneers in the industry of financial information services in China, and was in the senior management in a public company listed in Hong Kong Stock Exchange.
Jason believes that communication and understanding is the key in a financial advisory professional practice. His strong background of entrepreneurship helps him to understand the financial needs of entrepreneurs and their families better.
Jason is a Fellow of CSI (FCSI®), a Certified International Wealth Manager (CIWM), and a Chartered Investment Manager (CIM®). He holds the Advanced Estate Planning & Trust Strategies (AETS) certification, the Advanced Investment Strategies (AIS) certification, and the Advanced Retirement Management Strategies (ARMS) certification.
WHO JASON CAN HELP
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage and require professional assistance with the management of your wealth, we can help. Our clients include: