Insurance - Markham, Ontario, Canada
Sim helps busy self-employed professionals and business owners who don't have time to think about anything beyond growing their business. Through estate planning tools and strategies, she help them grow retained earnings tax-free, pass more wealth to the next generation, and protect their biggest asset – themselves, the key person of the business.Born to parents who were teachers, the values of planning and helping others were instilled in her at a very young age. Growing up her father always taught her that one must save a portion of what one makes and that can only be done with proper planning. Which she always kept as a tagline of the profession and still follows it every day. With time, helping others became her passion which turned into her profession.
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