What inspired you to become a financial advisor?
My dad died unexpectedly at age 55. Our family was financially and emotionally unprepared, and my mom and I had to learn very quickly. The fear of losing our home and the weight of responsibility was immense, especially with two minor siblings. Every small decision cost us thousands of dollars. Due to the severe stress and fatigue, my doctor diagnosed me with stress-related shingles at 17 years old.
Can you walk us through your journey and key moments that brought you to where you are now?
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In 2015 I met Sunny Lam CFP,RFP and Ken Chong CPA,CA. They taught me to love investing. And to love insurance even more. And to love tax planning even more!
- In 2016 I worked as a stock analyst for Lieh Wang CFA. He taught me how to invest objectively and wisely.
- In 2017 I met Barry Hawn CPA,CA, Personal Finance Professor at Western University. He taught me the joys of teaching Personal Finance.
- In 2019 I learned about value investing from Professor George Athanassakos, who learned from Warren Buffett.
- In 2021 I met Ivan Chen CFP,CHS,CKA,CLU,EPC,CPCA,CEA,MFA-P. He taught me about Biblical Stewardship and taught me how to go above and beyond for clients. In 2021 I also lectured my first class at Simon Fraser University.
- In 2023 I met Bobby Ning CFP,EPC and Alphil Guilaran. I am currently learning the nuances and complexities of financial planning for medical professionals, business owners, and Family Offices.
