Marian has been an experienced independent insurance & financial advisor since 1987. Prior to her involvement in the financial industry, she had her career begin in one of the most reputable major banks under their wealth accumulation sector for years. Her philosophy of solid client relationships has been gained through valuable customer service experiences, outstanding accomplishment and focus in client benefits and foundation for client's long-term financial success.
She believes that a successful, long-term advisor/client partnership does not happen fortuitously, but requires persistence and a diligent, structured approach.
Marian and her 10-year associate Kelvin Ng (CLU, CFP, CHS) provide spectacular advice in wealth management service, including life insurance, other living benefits (income protection & critical illness planning) with other enhancing estate planning strategies on top of it.
She is passionate about her work. “Canadians need a lot of help in terms of their financial affairs. Less than 20% of Canadians have written a financial plan and people are worried that they are going to outlive their money into retirement. I am able to bring great solutions through the advice that I bring to the table - it is really something stimulating.”
Her clients’ loyalty and continuous support drive her goal to attain lifetime membership of Million Dollar Round Table (MDRT) consecutively for 22 years. In addition she has achieved 10 years of national quality awards through local chapter of professional financial association (Advocis) that highlights her high quality of client services.
Marian’s philosophy of doing business, as a recognized financial professional is very important to her. "It’s my job to identity the client’s needs and gain vital insight into their financial health to provide all financial solutions available, and to ensure my client’s needs are properly addressed in order to be solved through my advice.”