Hello! I'm Evelyn Xu, a Certified Financial Planner, Chartered Financial Consultant, Associate Estate Planning Practitioner.

 

I aim to provide the most comprehensive financial planning solutions by helping each and every one of my clients develop a holistic financial program specially catered to their individual and corporate needs.

 

My prompt and dedicated services. My standard is to reply as quickly as possible. If I cannot respond immediately, I will hold things accountable.

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Honesty and transparency. I aim to build and maintain genuine relationships for the long haul.

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By continuously equipping myself with relevant knowledge, I take pride in working with individuals, families and business owners to achieve peace of mind in their financial well-being.