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.
As the Administrative Leader, Bistra is responsible for most client service related issues. Her duties include corresponding with clients, processing client information changes, account requests and transaction follow-up.
Bistra has a B.Sc. in Business Administration from California State University. During her last semester at the University, Bistra completed an internship at Morgan Stanley working for a Financial Planner. After her graduation, she returned to her home in Bulgaria and worked in the Property Management and Acquisition sector for several years. It was during this time when she and her husband made the decision to immigrate to Canada. She joined the Assante branch on West Pender in 2008 and has been working with Daisy since 2010.
Bistra is an avid yoga practitioner and lives in Port Moody with her family.
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