Our Vision

Our company provide financial strategies and distributes insurance and investment products throughout British Columbia, Canada. We are passionately dedicated to putting our clients first in an ever-changing environment and circumstances and create plans that would benefit individual and family needs.

 

Our Mission

Our Leadership Team and Company believes:

✓ Success is an interdependent process
✓ Integrity always comes before profit
✓ We don’t make excuses
✓ We lead through the highest standards of performance

Affiliated Companies

Our commercial & personal insurance and investment business are conducted in affiliation with the following brokerage firms:

1. Vance Financial
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4. Park Georgia Insurance
2. Hub Financial
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5. Guardian Risk Managers
Picture of Sandy Gum 顧瑜珊
Financial Strategist

Sandy Gum 顧瑜珊

Sandy Gum is a commercial insurance specialist, as well as a financial strategist. When it comes to money, how much do you know? Maybe you know little about personal finance or maybe you think achieving financial security is impossible on your income. Ask yourself, are you constantly stressed out about volatile market that put your money at risk or concerned about not having enough savings for your retirement? Sandy Gum helps families and business owners protect their assets and build wealth using tax-efficient strategies. Let Sandy Gum show you how to manage your hard earned money in a better way and build real, lasting wealth that you can count on to achieve your financial goals.

Picture of Gina Tan 譚昭儀
Financial Strategist

Gina Tan 譚昭儀

Gina is a licensed agent. She is intrinsically motivated to help you achieve financial success and freedom. As a graduate of UBC economics, she was passionate about financial planning and allocation of resources from the start. Her family members had financial difficulties due to poor financial judgments and lived the style of paycheque to paycheque, 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 and allows you to do the things you truly enjoy. With her assistance, you will feel empowered and in control of your finances. You will not have to worry about money being an issue anymore and will then be able to enjoy the finer things in life.

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