Winnie Chan

Money Doesn’t Come Without Guidence ...

Home > Winnie Chan
Winnie Chan

MAS Rep No. CWL100044668
Financial Advisory Manager

My Specialities

  • Cashflow Management
  • Investment Management
  • Risk Management
  • Insurance Portfolio Reviews
  • Education Funding
  • Retirement Income Planning
  • Legacy Planning
  • Estate planning

About Me

I believe in helping others to improve their lives financially, by leveraging on current assets and schemes to achieve their financial goals. I take pride in implementing strategies to achieve my clients’ financial objectives, regardless of their current financial situation.

“There will never be a perfect time or situation for financial planning, we can only make the best of what we have today”.

I am proud to be part of my team, La Confiance, which has one of the best systems and processes in place to serve our clients’ best interests. Find out more about La Confiance news and industry updates on https://www.facebook.com/fa.laconfiance

2010-2011

Financial Alliance Quality Class (Merit Class)

2012/2014 – 2015

Financial Alliance Quality Class (Prestige Class)

2013

Financial Alliance Quality Class (Eminence Class)

  • Bachelor Degree in Arts & Social Sciences (Economics, Statistics)
  • Associate Wealth Planner (AFPCM)
Contact Me
Group 18 (1)

Mobile App for Financial Compass