Chloe, Gymnastics Coach

Janelle is a dedicated Financial Services Consultant who is passionate about delivering quality work and cares for her clients. She reached out to me proactively to arrange the appointment based on my schedule. During the consultation, she would do risk profile analysis and make sure I made well-informed investment decisions that aligned with my goals and risk tolerance. I feel assured during the financial planning process.

Denyce, Optometrist

Janelle was recommended by a friend of mine. She is friendly and professional with her approach. During the consultation, she listened to my needs and presented the solution in simple and understandable manner. I’d recommend her to family and friends.

Sathish, Finance Manager

I'm satisfy and impress with the professional financial service provided by Charles and Janelle. They are friendly, patient and able to explain the financial tools clearly. They understand my concern and address my needs that align with my financial goals. I would recommend their service to my friends because I want them to be able to enjoy the fruitful experience that I have.

Daniel, Student

After meeting with Janelle and Nicholas, I now have a much clearer understanding of my current portfolio planning. They provided a comprehensive summary of my policies and thoroughly explained the benefits and coverage I have. Overall, my experience with them has been both pleasant and insightful.

Hayati, Senior Director

Janelle is an active listener. She was able to pick up subtle points that I talked about in my conversation with her & made the appropriate recommendations that met my needs. She is prompt with her follow-up too. I would most certainly recommend her service.

Alvina, Teacher

Janelle is a good listener! She is friendly, sincere and will seek to connect to establish a relationship rather than just selling products. She doesn't hard sell and provide good service to her clients.