With a strong background in finance and fluency in Korean, Chloe is dedicated to helping individuals and small business owners address their needs, ensuring financial stability and wealth growth. Chloe specializes in creating comprehensive and tax-efficient solutions for retirement planning, investment management, estate planning, and risk management. She takes pride in advocating for sound wealth management practices that protect assets and provide lasting security.

Before transitioning to financial planning consultation in 2020, Chloe worked as an office manager, gaining extensive experience across various areas of wealth management, including accounting, private banking, insurance and estate planning, investment management, and commercial banking. She graduated with honours from the Beedie School of Business at Simon Fraser University with a degree in Finance. Committed to ongoing professional development, she continues to study daily to enhance the knowledge she shares with her clients.

Chloe guides her clients through every step of their financial journey, ensuring their goals are met with confidence and clarity. She builds lasting client relationships and delivers personalized and effective wealth plans. She ensures a seamless experience by connecting all necessary resources and providing ongoing support.