Ellen is a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU). Her business is built on creating lifestyle protection and financial independence for her clients and their families. She believes in offering comprehensive advice to clients including insurance, taxation planning, investment and estate planning. She takes pride in having "Clients for Life" and enjoys working with several generations of clients' families.
Ellen completed her Bachelor of Social Sciences degree from the University of Hong Kong in 1982 and became a Chartered Secretary and Administrator (ACIS) in 1985. She moved to Mississauga, Ontario in 1987. Always striving to do her best, she continues to upgrade her professional knowledge and skills to provide current and relevant advice to her clients. She is a member of the Estate Planning Council of Mississauga, and was a board director in the Advocis (The Financial Advisors Association of Canada) Peel Halton Chapter (2009-2010). She is active in the community and was the Past President of the Rotary Club of Mississauga West (2006-07).
"Financial Success is a Matter of Choice, Not Chance." |