Melissa is an experienced practitioner in the financial planning industry with over 7 years of service and hundreds of satisfied customers to date. She is dedicated to the satisfaction of her customers and understands that prioritizing her client’s unique needs and preferences is the foundation to engaging in meaningful discussions.
Melissa is also a firm believer of continuous learning and self-improvement so that she can better support her clients to plan for a future they will truly be happy with.
I really enjoy the connections I've developed with people I've crossed paths with throughout this career.
Being a Financial Consultant creates the natural opportunity for me to connect deeply with my clients. I feel incredibly grateful to walk alongside my clients on their journey towards achieving a fulfilled and financially secured life.
As a naturally curious person, I definitely love the process of uncovering hot buttons, listening to stories and finding customized solutions for my clients :) The process is both thought-provoking as well as rewarding!
Living a meaningful life filled with a sense of deep fulfilment is how I would define success.
To me success also means enjoying life while ensuring there is a healthy balance in all areas - physical, emotional, mental and spiritual.
I believe the most rewarding outcome of doing well in life and at work is being in a better position to contribute and do more, whether it's at home, for our loved ones or towards the community.
Most importantly, staying grounded, humble and treating people with kindness and compassion are values I hold close to my heart.
I believe success is the sum of small daily efforts repeated. It requires reflection and a mindset of striving to be a better version of myself every day. :)