Ms. Amy Tong graduated from the University of Toronto with a degree in Commerce and is a Chartered Life Underwriter, a Registered Health Underwriter and a Chartered Financial Consultant. She is a Million Dollar Round Table (MDRT) "Top of the Table" qualifier; an honourable accreditation that less than 1% of the world`s life insurance and financial services professionals achieve. As a lifetime member of the MDRT, Amy demonstrates exceptional professional knowledge, strict ethical conduct, and outstanding client service.
Prior to moving to Canada, Amy was a banking executive for a major international bank in Hong Kong. She has chaired many community charity projects for the Junior Chamber of Commerce, which earned her the World Award on Leadership. She has been the recipient of numerous awards acknowledging her active professional involvement in the business community.
She has over 20 years of experience in the financial and insurance services industry and over 15 years expertise in providing financial solutions to professionals in the health-care industry.
Since 1997, Amy has been hosting different seminars for dentists, doctors and other health care professionals in which she provides information on disability and critical illness insurance as well as wealth management and tax planning solutions.
In order to offer a holistic approach to financial planning, Amy is working closely with a team of professionals, including lawyers, accountants, wealth consultants and tax specialists, in each of the following areas:
- Private Health Services Plan
- Retirement Compensation Arrangement
- Employee Profit Sharing Plan
- Health and Welfare Trust
- Individual Pension Plan
- Corporate Insured Retirement Plan
Amy's goal is to provide continuous professional services to our clients. She welcomes any inquiries that you may have and can be contacted at (647) 833-2782 or firstname.lastname@example.org.