About Louise Tang

Louise Tang is a CERTIFIED FINANCIAL PLANNER^® Professional with over 19 years of experience in the financial industry.  Before joining Networth Financial Corp. as an Investment Funds Advisor, she has worked with Desjardins Financial Service, Edward Jones, HSBC Securities, HSBC Canada Bank, and Standard Chartered Securities in Hong Kong.

Besides recommending mutual fund investments and insurance products, Louise has also given financial courses at the Surrey Continuing Education Center, writes a financial column for the Evergreen Retirees' monthly newsletter and is a frequent guest speaker on financial planning topics at various community centers and Radio AM1320. Louise is also a core member of the Valley Women's Network, a non-profit organization that supports women on their way to achieving financial independence.

Mission

Is to help people achieve quality life by making smart financial choices.

Philosophy

Louise strongly believes that maintaining a financially healthy life can have a beneficial impact on people's mental, physical and spiritual health.  That's why some friends call her the "Financial Doctor".

She specializes in helping middle class families achieve financial stability by applying sound financial planning practice.  Her investment style is essentially conservative in nature. Operating within each client’s risk profile, an investment portfolio is structured which will achieve long term growth without undue risk  -- as a result, both clients and herself shall sleep soundly at night.  

Louise  values clients’ trust and  always act with clients’ best interest in mind. When clients give her  their trust and confidence, she will  return their gift with  caring and commitment to help them in any way that she can.  Relations with clients is true partnership. It demands honesty, sharing and exchanging ideas and solutions that will enrich our lives. She always work diligently, placing clients' interests first. And because she believes in life-long learning, she makes sure to keep up-to-date with market trends and strategies, as well as the best products for clients.

Compensation

I am compensated by the companies with whom I place your business. This compensation is usually in the form of commissions paid when your contract is issued and delivered. Sometimes my compensation is on the basis of continuing commissions’ payable each year your plan is in effect. I am also liable to repay commissions received if your business does not stay with the supplier company according to their regulations.

DUAL LICENSE DISCLOSURE: 
Louise Tang, CFP^® is dual licensed under the applicable provincial Securities Act and Regulations for the sale of mutual funds, and under the Financial Institutions Act for the sale of insurance products. She is also authorized to provide deposit instruments. Therefore you may be dealing with more than  one company depending on the products and services provided.  NFC is responsible only for the business licensed under Provincial Securities Act & Regulations; it does not supervise other business.

Louise Tang is currently an investment funds advisor of Networth Financial Corp. 
Networth Financial Corp. (NFC) was established in 1992 and has served clients as an independent mutual fund dealer since 1994. It is a member of the Mutual Fund Dealers Association of Canada (MFDA), and is registered to provide mutual fund investments to clients throughout BC.
www.networthfinancial.com.

Insurance, Segregated Funds, and Wealth Management services are provided independently with Managing General Agency Global Pacific Financial Services Ltd.
www.globalpacific.com

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Last modified: May 16, 2012