My Story

My career first started in the bustling hospitals of Shanghai, China as a public health doctor working at Shanghai Gongli Hospital. Right after medical school, I was put into the front lines of one of the most challenging periods in modern medicine: the SARS outbreak. Fighting that crisis was both harrowing and transformative. It ignited in me a profound desire to contribute not just as a healer but as a leader, someone who could shape the systems that care for others. That aspiration led me to pursue an MBA specializing in hospital management.

It was during an exchange program in my MBA studies that I first encountered Canada. The experience not only introduced me to this beautiful country but also opened my eyes to the world of finance. I made the life-changing decision to immigrate, setting the stage for a second career that would draw from—and build upon—my medical roots.

Over the years, I’ve taken on diverse roles in financial services: compliance officer, senior advisor, and now tax specialist. Surprisingly, my journey as a doctor shaped how I approach these roles. In medicine, every patient’s journey begins with building a health plan focusing on preventative medicine. Similarly, as a compliance officer, I’ve built an efficient and transparent system to protect our client’s wealth from jeopardies. Once a patient’s health plan is set, it’s time for implementation and monitoring. As a senior financial advisor, I ensured families implemented sounds strategies and had peace of mind towards their goals.

At Boreal Family Office, we lead the family office space by providing the best access to expertise. Whether I was supporting my SARS patients or assisting clients with demands from the Canada Revenue Agency, we are here to help families through uncertainty - ensuring that you can have time to focus on what truly matters to you.