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Meet the team

Our commitment to serve each and every client of ours respectfully, discreetly, professionally. At our company, we aim to you but the best financial solution for your case.

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Picture of Sandy Gum
Commercial Insurance Specialist | Financial Strategist | Founder 我說普通話

Sandy Gum

Sandy is passionate about educating Canadians on important financial concepts and strategies that most Canadians do not know about. She is dedicated to provide customized services and solutions which focus on her clients’ specific needs and goals. Sandy will continue to work with her clients in their different stages of life and review annually with her clients. "Peace of Mind, Plenty of Money" That's what I achieve for my clients.

Picture of Gina Tan
Financial Strategist | Co-founder 我說粵語

Gina Tan

Gina is intrinsically motivated to help you achieve financial success and freedom. Having had financial difficulties herself as a student on student loans, she has lived through and known the difficulties of living pay cheque to pay cheque. Having now achieved financial freedom through dedication and hard work, she is now genuinely devoted, and motivated to help others with their finances. Not having to worry about money truly gives you a new perspective on life.

Our Pathway

OUR MISSION


We are passionate about educating Canadians on important financial concepts and strategies. Our promise to all our clients is to offer the very best financial advice and to consistently exceed your expectations.

 

The News

22. Jul
Mortgage Insurance - Understanding your options

Mortgage Insurance - Understanding your options

Do you have mortgage insurance from the lenders or the banks that tie to your home? Do you plan to purchase life, critical illness, or disability insurance? Not all mortgage protection is created equal. Before you buy, ask the following questions: 
20. Mar
2017 Insurance Tax Changes (Bill C-43)

2017 Insurance Tax Changes (Bill C-43)

The federal government has passed new tax legislation (Bill C-43) to revise and modernize the exempt test and related rules that determine how life insurance policies are taxed. These changes take effect on January 1, 2017 and will provide greater consistency in the tax treatment of life insurance products by Canadian insurance companies. New policies issued …
26. Mar
Tax Return Checklist

Tax Return Checklist

IT’S THAT TIME OF YEAR AGAIN……TAX TIME! You must file your taxes by April 30, 2016 if you are an employee and receive a salary. You can file your taxes until June 15, 2016 if you are self-employed or a business owner. However, if you owe tax money to the Canada Revenue Agency (CRA), you …
13. Mar
What can insurance products do for you and your family?

What can insurance products do for you and your family?

Canadians generally agree that life insurance is an important part of a financial security plan. However, many are not sure what are the advantages of life insurance or where to find out more information and purchase it. #1 You Never Know What Could Happen There is no Magic 8-Ball when it comes to future financial losses and …

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