Growing up in a small town in the Philippines, I saw what real poverty looks like. My parents taught me very early on the value of money and the importance of hard work. My parents desire to give my brother and I a better life landed them in Canada. As a first generation immigrant, I knew the importance of setting goals and working hard to achieve them. My love for helping others and my desire for making sure my parents can retire properly became a large part of why I started with Edward Jones.
As an advisor with Edward Jones, I have found a career that allows me to fulfill my passion on helping others and doing what’s right for them. Everyday, I work in partnership with my clients to discuss their financial goals and come up with a plan that is unique to their situation. I completely understand that trusting someone with your hard earn money is never an easy decision. It is why I am always transparent with my clients in order to build a trusting relationship.
Our Branch Team is made up of myself, my colleague Hwan Kim and our Branch Office Administrator, Catherine Wong. Together our goal is to provide a safe and trusting environment for our clients. We are focus on building a deepen relationship with each of our client by taking our time to get to know their unique financial needs.
We help any individual, family or business owner that is needing financial guidance. These individual are often saving for a big purchase or preparing for their retirement, families looking to set up kids education and insurance protection or business owner seeking help with generational wealth transfer.