Ivy Tan is a successful financial advisor. Her excellent number sense came
to light when she worked at OTIS China as its CFO’s secretary, then an
English Literature major just graduated from university. She decided to
sharpen that talent so she went to the United Kingdom, and obtained her
Bachelor’s degree in Accounting and a Master’s in Finance from Oxford
Brookes University. She became a capital manager, in charge of a cash flow
of 36 billion volume in RMB (around 4.5 billion in USD) for a Chinese
company. In 2012, Ivy immigrated to Canada with her family, and started a
new career. She founded Phoenix Finance, a Toronto-based life insurance and
investment agency. She is a MDRT (Million Dollar Round Table) member, and
her company has been one of the top agents of Canada Life since 2017
nationwide. Ivy loves reading in her spare time, and has a passion for
doing research in the fields of finance and economics.
We are very delighted that Ivy is coming to our club to share her expertise
and experience with money, or, making money. She will show how to train
ourselves to become a master of our own finance. She wants to prove to us
that good personal financial status results from diligence and wisdom, in
stead of cleverness or a high IQ. Ivy may also talk about how her introvert
pers onality has worked for her career, how she would define “being rich”,
what she has learned from some very successful investors, and other
interesting topics. You are more than welcome to join us with your own
questions or comments, and have a lively dialogue with Ivy!
FreeZoommeeting， maximumcapacity100 participants.
Meeting ID: 871 3466 4583
如有问题需查询，请致电： firstname.lastname@example.org <mailto:email@example.com> .谢谢!