As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client.
In my role, I act as the primary contact regarding accounts administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
I am trilingual in English, Cantonese and Mandarin.
When I am not engaging with clients, I enjoy listening to various genres of music, watching sports and working out.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
