Hello!
My name is Jocelyn Tan, and my friends call me Jo. I have been a Financial Advisor for over 20 years, before which I was an Architect. Among many things, what I love about serving as a Financial Advisor is the satisfaction of making a difference in the lives of my clients.
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Of the many people I’ve had the privilege of working with over the years, some start off wary of being sold financial products they don’t need. I often explain that I specialize in Living Benefits, which address concerns we all eventually have to consider to maintain or improve our quality of life. Clients benefit from these while they are alive and well.
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Relationship is my priority each time I meet with someone who might benefit from my service. First meetings typically include a complimentary financial review, and subsequent ones demonstrate my commitment to provide ongoing support throughout various changes in individual needs, preferences & life situations. Often, I joyfully go the extra mile with clients who trust me enough to ask for more than just my financial advice.
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Please contact me if you'd like to meet; I’m happy to chat and see if you’d like to work together.
Overview of Financial Services
As I’ve provided financial advice for over 20 years, I've come to greatly value keeping current with latest solutions available in the market. I invest in training provided by a range of companies I represent, and behind me stands a team of reliable experts available to assist in areas where I do not specialize.
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The market holds many financial solutions to match client needs in our ever-evolving context. With rising medical costs, increasingly, critical medical treatments - such as Oral Chemotherapy for cancer patients - are no longer covered by OHIP. Considering our higher life expectancies and the possibility of needing to manage health concerns with age, I believe it is prudent to plan well ahead of time and make well-informed decisions today.
Income Protection
Are you prepared for the Unexpected?
Can you still meet your financial commitments if an accident or illness strikes? As the saying goes "Nobody plans to fail but we often fail to plan”.
Values Beyond Investments
How to maximize your hard-earned savings through tax strategies & Estate planning matters.
Age With Dignity
How do you want to live your life in your senior years? Are you going to depend on gov’t benefits? Many options are available & the best time to plan & prepare is now.
Companies
Having worked as a Financial Advisor directly for big companies such as Sunlife, Manulife, and Industrial Alliance Financial Group for over 20 years, I currently offer my expertise as an independent broker with the following companies.
Client Testimonials
Contact Me
+1 (647) 708-0566 (Cell/WhatsApp/Viber)
208-10 Milner Business Ct, Scarborough,
ON M1B 3C6, Canada​
