🔹Acquire funding for Dink Pickleball LTD, creating business and operations plan, establishing branding, operations and marketing.

🔹Providing financial solutions and services tailored to each clients unique needs and wants, assessing clients' financial goals, risk tolerance, and current financial situation to develop a personalized holistic financial plan with suitable products from 50+ financial institutions.🔹Assisting clients in structuring their estate plans to ensure efficient wealth transfer to heirs and minimize estate taxes.🔹Educating clients about various financial concepts and investment products to help them make informed decisions and achieve financial literacy.

🔹Recommending appropriate investment strategies and managing investment portfolios to help clients achieve their financial objectives while considering factors such as risk, return, and liquidity.🔹Helping clients plan for retirement by estimating retirement expenses, recommending retirement savings vehicles such as TFSA and RSP, and optimizing strategies for maximizing retirement income.

🔹Providing services of Remittance (Mainland China < - > Canada) and currency exchange (Hong Kong only)🔹PFCE Limited was established in HK and registered in 2004. A licensed of the Money Service Operator ( Remittance Agents and Money Changers) with unique operating philosophy providing remittance and currency exchange services by our service network covering Hong Kong.

🔹Promotion to Sales Representative entails assuming primary responsibility for delivering exceptional service and providing comprehensive information regarding luxury brands, eyewear products, material designs, and prescription services to clients.

🔹Assisting the dispensing optician during sales, I also managed store operations with my team, handling inventory, stock management, and maintaining customer files in our database system. We offered attentive customer service during peak hours, promptly addressing their needs with courtesy.

🔹Directing a high-performing team to exceed sales goals and excel in daily operations. Overseeing branch functions, staff management and regulatory compliance. Through strategic policies to maintain a exceptional service levels and boosted profitability.

🔹Front desk operation and customer services, communicating and relaying information of exchange rates and fees, eliminating customer concerns with clear instructions and knowledge; Managing client account database, recording and updating client’s identification details.

🔹Customer service in the cash register. Providing information regarding exchange rates and international currency transfer. Providing services to the crews of Qantas Airline as they are a major clientele.