Amy Chow - SFL
Amy L. Chow
- Life and Health Insurance Advisor
- Mutual Fund Representative*
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations and providing concrete strategies. I help you identify your short and long-term needs and develop an actionable and effective plan to meet them, keeping in mind your risk rolerance. Together, we will take the necessary steps to determine your priorities, while respecting your values, aspirations and budget.
As a fully accredited Actuary, I have over 20 years of experience in life and health insurance solutions. Prior to becoming an independent financial services advisor, I was a senior consultant with a global consulting firm, advising employers on cost effective management of their group benefits programs. I have also spent about 10 years at a large insurance company where I gained in-depth knowledge of insurance products.
I made a big change in my career in 2005, when my dad passed away unexpectedly. I saw the financial impact it had on my mother and started the path to become a life and health insurance advisor to help others. Today, I educate individuals and families in the area of estate planning and financial security planning.
To meet that commitment, I stay on top of all the latest developments in the area of financial security services and update my knowledge continually so that I can continue offering the best and most accurate advice, with my clients' expectations in mind.
I partner with the top insurance companies to provide choice, flexibility and best valued solutions to my clients. Thanks to the support of a dynamic team and assistance from experts through referral agreements in finance-related fields, I am able to offer you a full range of financial and accounting services as well as advice on tax and legal issues that will allow you to enhance your financial security situation.