Self-Driven. Humble. Determined.
Amy is a Financial Advisor based in Calgary. She is fluent in English and Mandarin and accommodates clients in both languages. Amy also has a degree in Business Administration from Trinity Western University, as well as a Certified Financial Planner (CFP®) designation.
Passionate about holistic financial planning.
Following in her grandfather and mother's footsteps, she started her banking career as a part time customer service representative and worked her way up to become a Financial Advisor. She started out her career in 2013 and the journey with ATB started in 2017. Over the years, she has gained knowledge and experience in customer relationships, lending and investing, and found her passion for financial planning. She truly believes that financial planning has an impact on people’s lives.
Looking forward to working with you.
It is her passion to guide clients through their investment journey and provide them a sense of safety and security about their financial future.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: