Bessie Tam

My Background

My goal is to develop a long-lasting working partnership with you and your family.  Managing your wealth involves more than simply overseeing your investments. It requires an appreciation of your unique needs and an in-depth understanding of your goals and values. Together, we will customize a wealth management approach designed to help protect your current and future lifestyle through retirement income planning, tax efficiency, cash management, estate planning, succession planning, transition planning and philanthropy.