Steven has over 16 years of experience in the Canadian financial services industry, managing investments on behalf of institutional investors and high-net-worth families. He understands affluent families’ priorities and recommends appropriate solutions accordingly.
Joining as an Investment Counsellor at Manulife Private Wealth in 2019, Steven provides discretional investment management for high-net-worth families, their corporations and foundations. He utilizes goal-based, pension fund style, and long-term strategies to help manage, preserve and transfer families’ wealth to future generations. Having studied the lessons from 400 years history of human investment and financing, he looks to focus on the most relevant factors and solutions for clients, avoiding the market noise and human emotion during the portfolio construction and implementation for clients.
Prior to Manulife, Steven spent 9 years as a Portfolio Manager at Canada Pension Plan Investment Board (CPPIB) managing multi-billion dollars global public equities and fixed income portfolios as well as overseeing asset allocation of CPPIB total fund across public/private asset classes, geographical regions, currencies and industry sectors. Steven has hands-on experience in hedge fund operation, risk management and trading during his tenure at Barclays Global Investors, Ontario Teachers’ Pension, and two Canadian banks, respectively. Prior to Canada, Steven worked for 10 years in China, within areas including industry and credit analysis, private placement and acquisition of publicly traded company.
Steven has been a CFA® Charterholder since 2006 and holds an MBA from Schulich School of Business at York University, a Master’s Degree in Economics and Bachelor’s Degree of Science both from Jilin University, China.
Steven is fluent in Mandarin and English. Outside of the office, he is an inspirational public speaker, a career and life coach for young professional Canadian Chinese, and a guest professor of Investment and Financing with Tsinghua University EMBA program in Toronto. He enjoys travelling, golfing and classic music.