Doris is an Associate at Manulife Private Wealth. Joining the division in April 2018, Doris works closely with Private Wealth Consultant and Investment Counsellors to support advisors and clients. Her focus on client relationship management and her analytical background makes her an invaluable team member.
Prior to joining Manulife Private Wealth, Doris worked in the general insurance industry and in personal and business banking at a major Canadian bank. Doris combines her passion for finance and her insightful understanding of behavioral psychology to provide high net worth clients with a professional and pleasant investment management experience.
Doris graduated from McGill University with a Bachelor of Science in Neuroscience. She completed her Canadian Securities Courses and is a Chartered Financial Analyst (CFA) level 2 candidate.
Doris is fluent in English, Mandarin, and Cantonese. She cares and engages with her community through her recent volunteering work with The United Way and during her free time, Doris enjoys traveling, fitness, writing and reading. She is already planning her trip to Australia in 2020.
Manulife Private Wealth offers clients the same approach to wealth management that Manulife uses to invest in its own balance sheet. Receive personalized and integrated wealth management solutions to achieve each of your financial goals. To learn more, speak to your advisor or call Manulife Private Wealth today.