Cecilia Tsang

Financial Advisor
BComm CFP CIM RHU

My passion is to help people meet their life goals and dreams while ensuring peace of mind. I focus on the needs and desires of each client, helping you to make sensible decisions while implementing a financial plan that makes all of the issues clear and goals easily achievable.


Cecilia Tsang

Financial Advisor
BComm CFP CIM RHU


My passion is to help people meet their life goals and dreams while ensuring peace of mind. I focus on the needs and desires of each client, helping you to make sensible decisions while implementing a financial plan that makes all of the issues clear and goals easily achievable.


Cecilia Tsang

Financial Advisor

BComm CFP CIM RHU

My passion is to help people meet their life goals and dreams while ensuring peace of mind. I focus on the needs and desires of each client, helping you to make sensible decisions while implementing a financial plan that makes all of the issues clear and goals easily achievable.

I have been helping clients reach their financial goals and objectives since early 1999.  I enjoy working with clients who seek advice on wealth accumulation and protection, tax planning, retirement income planning, and estate planning.  While using a disciplined and detailed approach to comprehensive financial planning, I create long-term relationships with clients built upon trust.

Enjoying life's simple pleasures is what I love - taking walks in parks, building deeper relationships, trying new foods! Another passion is exploring and experiencing the world with my family. We love to immerse ourselves in other cultures, especially in the aspect of cuisine!

 

Industry Associations

Financial Planning Standards Council (FPSC)
Advocis – The Financial Planners Association of Canada
Conference for Advanced Life Underwriting (CALU)




Degrees and Designations

BComm (Finance) - UBC
CFP (Certified Financial Planner)
CIM® (Chartered Investment Manager)
RHU (Registered Health Underwriter)




CIPF Member
IIROC
AdvisorReport
OUR TEAM

takeaways
Firm Insights


  • "I thank Cecilia for her wonderful suggestions and personal attention. She makes the financial planning process comfortable and easy."

    - Lisa T.



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