Kevin is an Associate Investment Advisor at Cap Wealth Management, where he has been a proud member of the team since 2022. He works closely with clients and colleagues to support portfolio management, financial projections, and a seamless client experience. Kevin deeply values the relationships within the CWM team and considers it a privilege to collaborate with a group that genuinely supports one another and shares a commitment to doing right by clients.
Kevin believes wealth management is about life-building. Every plan starts with the “why”—the people, their goals, and what truly matters most. Investing, in his view, is about giving your future self more options and freedom, so you can focus on what brings meaning and purpose to your life. The strategies and portfolios are simply the “how.”
Originally from Shanghai, China, and now based in British Columbia, Kevin brings a global perspective and is fluent in both English and Mandarin. He holds a BBA in Finance from Trinity Western University, where he served as CEO of the Student Managed Investment Fund. He is licensed as a Registered Representative (RR) and has passed the CFA Level I exam as he works toward becoming a Portfolio Manager.
Outside the office, Kevin and his wife, Helen, enjoy an active and social lifestyle—running, playing badminton, and spending time outdoors. They enjoy cooking, hosting friends for hot pot and BBQ nights, and spending time with their cat, an orange tabby named “Dan Ta” (or “egg tart” in Chinese). Kevin brings this same sense of warmth, curiosity, and care into every relationship he builds.
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