Terri Kwan 汪頌文
Founder and President at 3t Financial Services Inc
Based in Markham, Canada
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Seniority
C-Team
Department
General Business & Management
Location
Markham
Industry
Financial Services
Company size
2
Contact information
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t•••••••@3tfinancial.com
Phone
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Background
About Terri Kwan 汪頌文
My philosophy in offering my services revolves around 1) putting my clients first and 2) adding value to my clients.With over 15 years of experience working with a variety of clients, I know that every individual has a unique set of needs. Therefore, I make sure that the solutions I provide are personalized and tailored to those needs.I also work closely with tax accountants and estate planning lawyers to get a complete understanding of every client’s situation. Together, we work to create a detailed and holistic plan that covers all your financial concerns. I specialize in helping small business owners and professionals, but I aim to help anyone who wants to grow and maximize their assets.As a top performer in my industry, I have qualified for the TOT and COT and am a lifetime member of MDRT.If you would like to work with me in planning for your future, feel free to email me at terri@3tfinancial.com or call me at 905-513-9139 ext.4982.
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