I’ve been really pleased with the level of attention to my financial plan.
Testimonials
Lyanne Hui
Winson Leung has been helping me since 2015. He is very professional and extremely resourceful. He reminds me when my insurance renewal is due (and now my son’s also), so I don’t need to worry about it. Much appreciated!
Jen Cunnings
We had Alan Ying help us and he went above and beyond to help us understand the plan and reminded us of the benefits which we had forgotten about and he in turn helped us to access what we needed. He was an excellent resource! Highly recommend him!!
Mystic Medicines
The staff were so friendly to me and were able to solve a complex issue.