Say hello to
Belinda Tsui, AIF®, CFP®
Belinda approaches wealth management the same way she undertakes any other discipline in her life. With laser focus, cool reserve, steely resolve and unwavering adherence to the principals and fundamentals that foster success and lead – ultimately – to mastery of the craft. The ‘craft’ in this case being comprehensive financial and investment planning. The finer points of which include designing customized portfolios, plan implementation, portfolio rebalancing, customizing asset reports and operations management. Skills acquired and finely honed over 20 years of advising, counselling and creating financial resilience for high net worth individuals, family trusts, foundations, corporate executives and business owners.
A graduate of Rutgers University where she earned a Bachelor of Science with a double major in Marketing and Chinese, Belinda spends her increasingly rare and precious personal time teaching Ving-Tsun ( no surprise, she’s a Black Belt ), Tai-Chi, and how to handle related martial arts weaponry. And, as if that weren’t enough, she has applied her trademark iron discipline to doing her part for the health of the planet – as well as her own – by completing a plant-based-nutrition course and adopting a Whole Food plant based diet. Needless to say, when it comes to commitment and follow-through, we would never bet against Belinda. ( Did we mention she also owns swords? )