Candice has over 15 years of experience in the financial industry. Prior to joining CC&L Private Capital, roles at Pembroke Private Wealth Management and HSBC Global Asset Management demonstrated Candice’s ability to support private clients and foundations across Canada. She is focused on helping charitable foundations and high net worth clients—including women, entrepreneurs and families—achieve their long-term financial goals. Strategic philanthropy is also an important part of Candice’s practice and she is passionate in working with clients to identify values and areas where philanthropy can play a role.
A graduate of the University of Toronto with a major in Marketing, Candice has passed Level I of the CFA exam. She holds the Chartered Investment Manager (CIM) designation, a Fellow of the Canadian Securities Institute (FCSI), and has completed the Canadian Securities Institute’s Partners, Directors and Officers; Branch Managers; and Canadian Securities courses. Candice was awarded the Master Financial Planner (MFP) designation in 2020.
Candice understands the importance of giving back to her community, and is a current board member of the University of Toronto Alumni Association and UHN Impact Collective of the Toronto General and Western Hospital Foundation. She has also sat on the Board of Directors and Executive Board of the Toronto Chinese Business Association. In her spare time, Candice enjoys practicing yoga, playing golf and tennis, and taking hikes with her family and golden retriever, Sadie.