For more than 15 years, Grace has been helping clients to achieve their financial and lifestyle goals. In this role, she co-ordinates and manages their evolving needs, drawing on the expertise of a team of specialists. Building on a Bachelor of Arts Degree from the University of Hong Kong, Grace has earned Fellowship in Life Management Institute; she is also a Certified Financial Planner. Grace has also earned Financial Management Advisor tite and the Fellowship of the Canadian Security Institute. Grace is the Branch Manager of a branch in Markham and a sub-branch in Richmond Hill. If you would like to know more about Grace's credentials or obtain details about her services, please call 905-752-0833 ext 288 or e-mail: gleung@assante.com
In his role as Financial Planning Advisor and Branch Manager at our branch in Markham, Vincent provides professional, one-on-one advice on investment management to his clients. He is dedicated to provide high quality advice and integrated wealth management solutions for is clients. Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service. In addition to the Associate Membership and Personal Financial Planner designation from the Institute of Canadian Bankers, Vincent is also a Certified Financial Planner. He has also earned the Financial Management Advisor and Branch Manager designation from the Canadian Securities Institute.
Graduated from University of Hong Kong, Shirley also passed the Canadian Securities Course and Personal Financial Planning examinations in Ontario of Canada. With over 10 years administration and client services experience, she has provided excellent services to our clients.