中薇财富管理(加拿大)四类投资组合2022年二季度业绩表现均优于对标基准。在年初至6月末市场跌幅超20%、创下1970年以来上半年最差表现(Source: Raymond James)的环境下, 中薇收入型、均衡型、增长型、高增长型投资投资组合回撤分别为7.22%、9.01%、10.03%和11.44%,回撤幅度均小于对标基准。
With more than two decades of experience in the financial industry, David believes the modern investment is primarily on scientific reasoning guided by tactical asset allocation and sophisticated risk management. David avoids short-term nosey and speculative trading. With this in mind, David helps his clients achieve a wealthy state of mind regardless of the market conditions. David offers sound advice and a unique perspective on investing and being opportunistic in today’s market. David advises clients on investing, personal finance, business, wealth transfer and philanthropic planning.