Clients
Why work with Angel?
Angel’s finance journey began in Vancouver, Canada, where she worked closely with diverse clients at CIBC, gaining valuable insights in financial planning. She further honed her skills at prestigious global banks like BNP Paribas, UBS, and Morgan Stanley in Hong Kong, becoming a well-rounded professional in insurance and wealth management.
What sets Angel apart is not only her experience but also her commitment to building strong relationships with clients. She values genuine connections and transparent communication, tailoring her approach to suit individual circumstances. One of Angel’s core values is her unwavering dedication to clients’ financial well-being. She approaches her work with honesty, sincerity, and positivity, ensuring clients receive objective advice and support. Her reputation as a trustworthy and reliable advisor reflects her commitment to high integrity.
Beyond her expertise, Angel’s personal qualities make her a pleasure to work with. She values long-lasting friendships and loyalty, understanding clients’ concerns deeply and providing the necessary guidance.
Choose Angel as your financial advisor and experience the benefits of working with a seasoned professional who genuinely cares about your financial well-being.
In addition to Angel’s extensive experience, she brings added value through her wide network of connections with professionals and service providers. These connections span different industries and enhance the comprehensive support she offers.
Angel has strong ties with law firms, providing valuable insights and guidance on legal matters related to finance and wealth management. She connects clients with reputable legal professionals specializing in estate planning, trust structuring, and other areas. Recognizing the importance of holistic support, Angel has established connections with medical support teams, clinics, doctors, and nurses. This allows her to provide a wellrounded approach to financial planning, taking into account healthcare expenses, insurance coverage, and other medical considerations. By collaborating with medical professionals, she can ensure that her clients’ financial plans align with their health-related needs.
Understanding that accounting plays a crucial role in financial management, Angel has established relationships with global accounting support services. This enables her to assist clients with their accounting needs, including tax planning, financial reporting, and compliance.
In an increasingly globalized world, immigration support is often a critical aspect of financial planning. Angel has a network of professionals specializing in immigration support. Whether it’s understanding the financial implications of immigration, navigating visa requirements, or seeking guidance on international relocation, Angel can connect her clients with the right experts to ensure a smooth transition.
Overall, Angel’s extensive network of connections with professionals adds significant value to her financial advisory services. This allows her to offer a holistic approach, addressing various aspects of clients’ lives and aligning financial goals with their specific needs.