Kacy Chen

"I always put clients’ needs as the top priority, with the aim of helping them with achieving their financial goals and discovering their potential needs with an attentive attitude."

Offering well-rounded knowledge and a solid background in the realm of financial services, Kacy is able to work and interact with an array of clients on achieving their financial objectives. Self-motivated with a record of success, she not only strives to take care of her clients’ financial wellness, but also take a view to securing their future.

Kacy is a Chartered Financial Analyst (CFA®) and is working towards obtaining her Certified Financial Planner® (CFP) designation. She specializes in helping clients grow their wealth through strategically applied financial advice.

Kacy will work with you to develop your comprehensive LifeSpring® financial guide – a blueprint for building and maintaining a strong financial foundation. This useful financial tool provides an in-depth analysis of your financial position, goals, anticipated needs and future income, integrating all aspects of your financial picture including investments, estate planning and business banking where applicable.

Learn more about the value of working with a financial advisor.