A great move for CPFIS Investors! Not beneficial to intermediaries but if this is a great oppportunity for me to bring value to my clients and policyholders in this particular area, providing a more wholesome service in Financial Planning.
CPFIS
About Kelvin
26 years and still counting, as a Personal Wealth Manager and part of the inaugural batch of Prestige Elite Advisors from AIA Affluent & High Net Worth Division, the certifications and accreditations have equipped me with the ability to partner Law Firms, Tax, Trust and Immigration Advisory Companies to offer their services to my clients.