Peggy Gan

Insurance Strategies, Business Owners, Investment Strategies (Reg. Reps Only), Estate Planning, Group Benefits, Business Succession Planning, Retirement Income Planning, Charitable Giving, Risk Management Strategies

English, Chinese-Cantonese, Chinese-Mandarin

I offer total financial needs analysis through a network of experienced professionals with expertise in:

• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Peggy P.G. Gan has been in the financial services field since 1987.  A graduate of the University of New South Wales with a Bachelor of Commerce degree; emphasis in Accounting, Financial Management and Systems Analysis. Peggy qualified as an Associate of the Australian Society of Accountants from The Australian Graduate School of Management, a postgraduate management and business school that is part of the UNSW Business School in Sydney, Australia.

Languages spoken: English, Chinese, Bahasa Malaysia and Indonesian

CA Insurance Lic#0794865

CRN202209-272088

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