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.
Published content areas
These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.
Financial PlannerBecoming a client4. PROGRESS MONITORING & REVIEW2. FACT FINDING & ANALYSIS3. PLAN PRESENTATION & IMPLEMENTATION
Evidence-backed planning topics
These links are based on direct advisor-specific public evidence already stored for this profile. Where enough matching advisors exist locally, the link opens the corresponding topic-and-location page.
Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Financial Planner
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.
At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We listen to your goals and evaluate your current situation before creating a plan to help you achieve those goals. Our Steps
Your information is collected to create a personalized plan for your financial goals while taking into consideration factors like time horizon, risk tolerance and your personal circumstances.
The strategies in your plan will only be implemented after you have understood the steps required and are willing and able to undertake the responsibilities involved.
