Mandy graduated from Simon Fraser University with a Bachelor degree in Economics and she speaks English, Cantonese and Mandarin. She has over 5 years of experience in the financial industry. Mandy supports our team with day-to-day business administration and operations as well as trade execution. She is well organized and responds to client inquiries promptly and with accuracy. In her current role, she is responsible for managing cheque requests, wire transfers, contributions, account updates and coordinate portfolio reviews.
She enjoys baking and travelling with her husband.