Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Business Succession Planning, Charitable Giving
English, Chinese-Mandarin, Chinese-Cantonese, French
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I also offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
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