Choi Mei (Bettie) Lim, CFP

Choi Mei (Bettie) Lim, CFP

  • Certified Financial Planner

My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment:

  • Availability
  • Competency
  • Integrity
  • Respect

I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.

I have decided to associate myself with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. Being a part of Desjardins Insurance1, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,600** partner representatives and more than 40 financial centres and sub-branches from coast to coast.

Suite 610, 4838 Richard Road S.W., Calgary, AB T3E 6L1
Phone: 403-265-9770 | Fax: 403-265-0248
Toll free: 1-877-803-0331

103 Sandstone Place NW Calgary, AB T3K 2Z5

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

* Mutual funds are distributed through Desjardins Financial Security Investments Inc.

** As ofMarch31, 2016