Wynchell Lim
Financial Planner at Sun Life Financial Of Canada Uk
Based in Manila, Philippines
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Seniority
Staff
Department
Finance & Accounting
Location
Manila
Industry
Financial Services
Company size
419
Contact information
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w•••••••@sloc.co.uk
Phone
5 credits+63 ••• •••• ••••
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Background
About Wynchell Lim
Che is a tenured, multi-awarded licensed Financial Advisor and Manager at Sun Life of Canada Phils. Inc. A Certified Wealth Planner(CWP), Certified Estate Planner (CEPP) and Registered Financial Planner (RFP graduate member). Bright Money Choices Ph is the brainchild behind her advocacy, a Facebook page that aims to educate Filipinos on ways how to achieve the life they want by having bright money choices. This can be achieved by learning: Personal Money Management Wealth Management Retirement Planning Business Succession Planning Generational/Estate Planning Built her competence from the banking and IT industry, she found fulfillment in the financial service industry. At present, juggling hats as a Wealth Coach, CEO (Chief Encouragement Officer)/Manager, Travel Consultant and a Multimedia Artist. Continuously building things out of her feisty brain. Today, she uses these strengths and talents to empower people so that they can achieve their best life. An advocate of financial literacy among Filipinos through educating one family at a time. She helps family businesses achieve financial clarity and success through wealth management and business succession planning. Simultaneously, she is breeding a team of indispensable and like-minded people - COMPETENT, CONFIDENT YET COACHABLE Financial Advisors, guiding them to a purposeful and rewarding career. Message me and let's schedule an appointment! Email: wynchell.l.lim@sunlife.com.ph Mobile no:+63917 5223826 To schedule a COMPLIMENTARY Discovery Call, book here FREE Financial Coaching Session https://calendly.com/brightmoneychoices/financial-coaching Would love to have a rewarding career as a Financial Advisor? Join my team! https://calendly.com/brightmoneychoices/be-a-financialadvisor Let's get to know how to reach your goal!
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