Cindy Lee

Cindy has been my Financial Advisor for the last 20 years. She is definitely my top pick when it comes to financial/insurance and investment matters. Her passion and experience in this industry has helped me greatly in my financial planning journey as she provides nothing but valuable advice. From time to time, she will also patiently share pointers on how I can value-add to my portfolio. Should there be any issue/problem faced, Cindy always responds promptly and gets the issue settled instantly. I am really glad to find a very responsible Financial Advisor that I can entrust my portfolio with. She is definitely on my recommendation list for my family, friends, and loved ones!

In Nov 2018, I was confirmed with rectal cancer stage 3B. After treatment over one year, it was cleared. But in Dec 2019, cancer cells had migrated to liver. Cindy is my best Financial Adviser and friend ever since I emigrated from Hong Kong in 1993. I trust her for all my family members insurance needs. Ever since my illness, Cindy offered immediate, professional advice and efficient steps in explaining my insurance coverage and claim procedures. With words of encouragement to fight my cancer and relief of my financial doubts, I have a light heart to go for a 28 months treatment. During the treatment period, Cindy is 24 hours standby to answer my query over claims. She helped to discuss with doctors and hospital staff over the claim matters professionally and efficiently. Her kind heart as well as promising service are considered as my life gift from GOD in this cancer trial. I have no hesitation to offer my applause and heartful testimonial for Cindy’s service over my cancer case. May her service be reached with more people in need.

Dear Cindy, It is a blessing to have you as my Financial Advisor for the past years. I trust your advices, and the recommendations that you have given had and are still reaping the results and benefits I want. Thank you for your diligence and patience in explaining and in preparing the required documents for the insurance policies I bought. You have taught me to make my money work harder and in helping me prepare myself for retirement with much confidence. Thank you once again for the financial advisory services that you have provided : )

Cindy, provided professional advice and offered alternate policies that suit my needs for me to choose from. I have seeked advice from her for more than once and been satisfied with the services she provided. I will definitely recommend her as a Financial Adviser for my friends.