Daisy Mak, CFP
Daisy's career in the financial industry began in 1999. She quickly learned that providing financial planning services is much more than just dealing with money. The ability to forge long-term, meaningful relationships based on trust, honesty and integrity combined with the opportunity to help others drew Daisy into the profession.
Daisy completed her Financial Planning Associate Certificate from BCIT and obtained her Certified Financial Planner designation in 2005. In addition to her CFP designation, Daisy is also a licensed mutual funds advisor and life insurance agent.
Many of Daisy's clients have come to think of her as more than their Financial Planner. They reach out to her when they need a confidant, a life coach, a shoulder to cry on, someone who can lend an ear or a trusted friend.
Daisy is dedicated to maintaining a healthy work-life balance. When she is not at the office, she can be found working out or practising yoga at the YWCA, going for a jog with friends around Coal Harbour. Daisy and her family live in Vancouver.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
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