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Jacty Chung
Published Assante advisor profile

Jacty Chung

Financial Advisor Insurance Financial Advisor

CPCAEPCMarkham, Ontario

Published profile overview

For more than 20 years, Jacty has been in the financial services profession helping individuals and families achieve their financial and lifestyle goals. One of her primary objectives is to provide high-quality advice and integrated wealth management solutions that will simplify and enhance your life. As an Assante advisor, Jacty puts together personalized, comprehensive strategies where all components work together including investment planning, portfolio management, cash management solutions, tax planning and estate and insurance services. If you would like to learn more about Jacty's credentials or obtain details about her services, please call (905) 752-0833 ext 236 or e-mail: jchung@assante.com

Published content areas

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Financial Advisor Insurance Financial AdvisorProducts:Our Services

Evidence-backed planning topics

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Published profile evidence

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Financial Advisor Insurance Financial Advisor

For more than 20 years, Jacty has been in the financial services profession helping individuals and families achieve their financial and lifestyle goals. One of her primary objectives is to provide high-quality advice and integrated wealth management solutions that will simplify and enhance your life. As an Assante advisor, Jacty puts together personalized, comprehensive strategies where all components work together including investment planning, portfolio management, cash management solutions, tax planning and estate and insurance services. If you would like to learn more about Jacty's credentials or obtain details about her services, please call (905) 752-0833 ext 236 or e-mail: jchung@assante.com

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Products:

GIC, Bonds, Mutual Funds Stocks, Limited Partnership Insurance (Life, Health, Travel, Critical Illness, Disability Income, Long Term Care, Business Overhead Expense, Group Benefits ) Segregated Funds

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Our Services

Tax Efficient Investment Strategies Retirement Planning Estate Planning Insurance Planning ??????: ? ???? ? ????

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