Chloe Leung Email & Phone Number

Because financial literacy isn’t taught in school, there’s a belief that financial planning is for an exclusive group. However, as a financial advisor, I take pride in guiding the everyday person to a secure and comfortable future: from the first responders, widows/widowers, single mothers to students. This is the array of my clients, and I am always looking for opportunities to empower more with financial knowledge and to debunk the myth that it’s something reserved for the one percent. We ALL deserve that peace of mind.As an independent financial advisor, I specialize in educating clients on debt consolidation, as well as helping them maximize their financial assets by combining their mortgage, insurance policies and investments. It's important to me to find ways for my client's hard-earned money to outperform traditional saving and investment models efficiently, quickly and safely. I have fostered strong working relationships with over 160 companies within the sector, including BMO, Ivari, iA, Equitable, and Manulife to help me achieve those goals for my clients.I am also a licensed life insurance agent with a focus on estate planning. There's a belief that life insurance is solely for creating generational wealth tax free, but in reality, it is wealth accumulation for the long AND short term. For example, after a period of time, a Universal Life Policy can be withdrawn tax-free and without penalties and put towards a first-home down payment, a child's education, a home renovation, etc.In my short career, I have been named MVP twice back-to-back, and have the support of some of the top executives at WFG. I am proud to say that my clientele has been built on repeat business and referrals. We all have dreams of what our futures look like. I help my clients realize them.https://linktr.ee/chloeleung1