VIOLET’S STYLE + APPROACH
Violet understands there is more to wealth than money and she uses conservative assumptions to customize each clients’ plan, simplifying complex financial structures and providing an understandable impact assessment of various strategies.
Violet employs a rigorous needs analysis and review process in order to first uncover and understand goals. Using proprietary tax analysis, beautiful structure diagrams and detailed projection software, her team has developed a truly unique approach to the financial planning process, incorporating significant tax savings into her process. The result is a detailed financial roadmap for clients, their family and their trusted advisors to follow.
Violet was introduced to the financial industry right out of university and has continued her experience and technical training for over 20 years, earning her CPA, CGA, CFP, CLU, CHS and TEP designations.
Integrated and comprehensive financial planning
Five Pillar Financial Planning (investment, cash flow, risk management, tax and estate/legacy)
Professional corporations and transition of family business
Financial education for all family members
Achieving real wealth and providing clients with “absolute peace of mind”
WHAT YOU MIGHT NOT KNOW ABOUT VIOLET?
Violet’s favourite thing is getting together with her great big multicultural family for authentic Laotian food and good times (she and her four sisters all married partners of different nationalities). She also enjoys travelling and exploring new cultures with her husband and their young son.
“ZLC allows me to maximize my talent and focus on my passion. I am very delighted to have joined such a highly knowledgeable and specialized team! I love our individual approach which is enhanced by our dedication to do what is right by our clients, teammates, and community.”