Serene, Marketing

Michelle displayed a strong sense of professionalism, patience and communication skills from the first time I met her. She took time to clearly explain the concept of financial planning through visuals and drawings, which makes it so much easier for me to pick up and learn. She never once rushed through the information and gave me as much time as I need to absorb it. Michelle is always swift and happy to answer any questions I had, be it big or small, and is very straightforward as she provides sound advices on what to do without coming across as biased or crude. All in all she has aided me greatly in my financial journey and I strongly believe she will, for you too !

Ernest, Adjuster

Thanks to Michelle, I finally have a clear and achievable financial roadmap. She simplified complex financial concepts and provided me with strategies that matched my risk tolerance and long-term goals. It’s rare to find someone so skilled yet approachable in the financial world.

Alan, Superintendent

Throughout my time with Michelle, she has displayed a strong sense of professionalism, patience and communication skills. She never once rushed through the information and gave me as much time as I need to absorb it. She would always be swift and happy to answer any questions I had, be it big or small. All-in-all Michelle has been a very empathetic, professional & friendly advisor. She has aided me greatly in my financial journey !

Yong Kang, Project Engineer

Not only is Michelle our preferred advisor, she becomes our best friend. Her thoughtfulness and caring personality outshine her from people we met. She will shower us with regards and concerns, witnessing milestones in our lives. We are thankful to have met her and having her handling all our financial queries. Both of us would like to thank you for all the awesome work you have put in, and taking care of us in a such a good timely manner. We definitely recommend Michelle to anyone who is looking not just an advisor, but also someone who will be there for you when you need the most !

Su Lan, Real Estate

From the first meeting, Michelle impressed me with their thoroughness and genuine care for my financial well-being. She was able to identify gaps in my planning and offered practical solutions that have made a real difference. I’m grateful for her expertise and highly recommend their services.

Joanne & Hoon, Business Owners

Michelle adopts a realistic approach whereby she will understand our needs and situation before recommending and providing her advices and solutions. She never hard sells any of her plans and is more focused on educating us the fundamentals and making smart financial decisions. She speaks with clarity and actively engages us with mind blown facts.