Grace possesses a wealth of knowledge and experience with over a decade in the Financial Services Industry. Prior to joining Arthur Wealth Management, Grace worked for a major bank for 12 years as a Customer Services Representative, Financial Services Manager, and a Financial Planner.
Grace has a passion to assist individuals, families, and business owners in securing their financial future through a straightforward and personal approach. She believes in creating lasting and trusting relationships with clients by listening to what is most important to them and find the best solution for their needs. She is dedicated, with strong industry ties and relationships. She demonstrates loyalty to clients and provides knowledgeable and compassionate Retirement, Estate and Tax Planning services.
Grace is Bilingual in English and Mandarin, and is licensed for Life and Health Insurance in the Province of Ontario.
Outside of her profession, Grace loves to spend time with the family and friends, she is an avid traveler, movie buff and a foodie.