Your partner in personalized, full-service wealth management

With over 15 years of experience in the financial services industry, Grace Chen specializes in investment management, financial planning, and estate planning. As a “financial family doctor” for her clients, Grace listens to their goals, simplifies their financial lives, and provides tailored solutions. Comprehensive financial planning is the cornerstone of her work, ensuring that each client has a clear and effective strategy for their future.

Grace holds a B-Tech in Accounting and Finance from the British Columbia Institute of Technology (2009) and an EMBA in Assets and Wealth Management from Carnegie Mellon University and the University of Lausanne (2013). She is a Certified Financial Planner (2007) and earned the Chartered Investment Manager designation in 2021, reflecting her dedication to professional growth and excellence.

Grace finds immense fulfilment in her work, knowing that her daily efforts often make a profound difference in her clients' lives. Whether helping a client secure their family’s future during a difficult time or enabling a young couple to purchase their dream home, Grace’s ability to positively impact others motivates her to continue providing exceptional service.

In her personal life, Grace treasures time with her family, including her two children, and considers raising them her greatest accomplishment. She also dedicates time to teaching Chinese dance, mentoring young performers, and recently began skating lessons, embracing new challenges with enthusiasm.

Grace believes financial well-being is as essential as physical health, providing the foundation for a happy and fulfilling life. Her approach is rooted in helping clients build financial security so they can pursue their dreams with confidence.