Jocelyn Tan

Background

About Jocelyn Tan

VISION To build lasting and meaningful client relationships by providing personalized planning solutions throughout their lifetime. MISSION To make a difference in my clients’ lives through the professional work experiences that I had harvested throughout the years as a Financial Advisor. BACKGROUND In spite of my qualifications as an Architect, I chose to dedicate myself in the financial services industry. The fulfillment I had in knowing that I had made a difference in someone’s life can never compare to the material gains I had in my past. I had worked as a consultant for Sunlife of Canada in the Philippines and Manulife Financial in Singapore for 10 yrs and in the past 8 yrs here in Canada, I had been working closely with individuals and families on Living Benefits. WHAT WOULD YOU EXPECT FROM ME AS YOUR CONSULTANT You can be assured that my commitment is first and foremost TO YOU as my client. I will help you achieve your financial goals by understanding your needs and concerns and addressing them to the best of my abilities. Together we will worked on the best possible solutions to cater to your specific needs, provided by top ranking financial companies not only in Canada but in the whole world. On top of that, behind me stands a team of dedicated and qualified experts that truly cares about people like you.