A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
I entered the financial services industry in 2005 immediately my graduation from the University of British Columbia. I hold the Certified Financial Planner (CFP) designation and the Certified Cash Flow Specialist (CCS) certification. Among my peers, friends and family, I am best known for my commitment to professional excellence, leadership in the community, and my passion for helping others.
I am an active member of her industry professional association, Advocis– The Financial Advisors Association of Canada, and I’m a qualifier for the Million Dollar Round Table – The Premier Association of Financial Professionals. I’ve been a longstanding Kiwanis Club of Vancouver member who has carved my niche in the organization by working extensively in the area of youth initiatives. I am also fully conversant in Cantonese.
I help clients strategically maximize their cash-flow potential so they can accelerate achieving their long-term goals. I then take the assumptions of their maximum cash-flow potential and incorporate it into their long-term comprehensive written financial plan.