Mel Co

120 Seguidores

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Mel is an advocate of Life & Personal Finance. She has more than 5 years of experience in the Financial Service Industry – Mutual Funds, Insurance and Financial Planning. As an Associate Registered Financial Planner and licensed Financial Advisor, she: • Assists clients in portfolio allocation and fund diversification • Performs an in-depth financial needs analysis and recommends the most suitable investment to achieve the clients’ needs, such as: - Personal Life Insurance - Retirement Savings Plan - Education Savings Plan - Milestone Savings Plan - Group Life Insurance - Mortgage Redemption Insurance - Real Estate Investment Plan - Estate Planning • Conducts financial literacy semin...

financial planning speculation equity protection insurance investments

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Mel Co

Apresentações

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