Amy has been in the financial and insurance industry for the past 7 years and is currently a Relationship Manager of Synergy Financial Advisers. She is accredited as Associate Financial Consultant and a Certified Wealth Management Professional. She advises in various aspects of financial planning including insurance and investments. Her clientele ranges from corporate clients and individuals assisting on risk management, wealth accumulation, retirement and legacy planning.
Trainer, coach and consultant to many successful individuals. Having educated hundreds of individuals, Amy is highly sought-after for her private consulting and inspirational seminars to companies, schools and clubs. She had spoken in YMCA, Edgefield Primary School and Yuying Secondary School, Hometeam NS and many others addressing teachers and students, members in financial literacy. She also organizes in-house seminars to educate the public and client base.
Her guiding principles and motto in life:
-“The mind of the wise instructs his mind, and adds learning and persuasiveness to his lips”
-“Faith is the substance of things hope for, the evidence of things not seen”