FILCAN FINANCIAL SERVICES has a dedicated and dynamic group of Managers and
Staff. The Managers have a combined total experience of over 100 years in the
Insurance and Financial Services field. The Managers' main responsibility is to
ensure your success in the business. All members of the staff are focused on
making sure that your business is processed efficiently and quickly.
Richmond Office Tel：604-233-0123
David Ho, the president has been in the financial services
for over 30 years. He is a Chartered Life Underwriter, Chartered Financial
Consultant and has a professional accountant background in Asia and North
America. Before he started Torce Financial Group, he had been a MDRT agent, Top
Manager and Regional Managing Director for New York Life and Canada Life. He was
the president of a Local Business Association and the Chair for United Way Major
Gift Committee. He is a system person with passion and vision for this company.
He believes in management by objectives, leadership by examples and reacts to
CFP, CLU, Ch.F.C.
After graduating from University with a Master Degree,
Paul started his career in the financial industry in 1985. He has qualified
consecutively 10 years MDRT and has become life time member in 1996 and has
achieved the designation of CLU, Ch.F.C. and CFP. He joined Vance Financial
Group in year 2000 and has become the Senior Manager.
Rene started his career in the insurance industry in July
of 1987. He was a field underwriter attaining numerous company awards and MDRT
qualifier. He became a Sales Manager with New York Life / Canada Life from 1990
up until December 1997. He then became a Brokerage Manager for Royal & Sun
Alliance in Vancouver until January 2000. Rene later joined the elite group of
Vance Financial. He is also an active member of Advocis and local chapter of the
Filipino community in Vancouver.
Daphne brings more than 15 years of financial industry
related experience. She joined FILCAN FINANCIAL SERVICES in year 2000. She was a
Regional Manager of AIG Life in Taiwan in 1993. Daphne has successfully
qualified for insurance conferences since 1994 and has become a member of the
MDRT in the years 2003-2008. She is actively involved in the community with
volunteer work and was elected as the President of Taiwan Chamber of Commerce in
BC in 2008. Daphne provides ongoing training and manages a dedicated team of
brokers that she has developed over the years.
CFP, CLU, RHU, CSA
Andy started his career with Imperial Life in 1988. He was
promoted to Sales Manager in 1993 and in August 1995, he joined Sun Life’s
Vancouver Richmond Financial Center as a Sales Manager. From there, he qualified
for Sun Life’s Management Club Awards between 1995 and 2000. Between February
2001 and April 2002, he was hired by Canada Life to become one of their Regional
Marketing Consultant in BC. until April 2002. He became a managing partner with
his previous financial services firm and now with FILCAN FINANCIAL SERVICES Inc.
since May 1, 2010.
Andy had obtained his RHU ( Registered Health
Underwriter ), CFP ( Certified Financial Planner ), CLU ( Chartered Life
Underwriter ) and CSA ( Certified Senior Advisor ) designations. He is very
active in ADVOCIS, which is an association for professional insurance advisors
and financial advisors in Canada. Besides all of these accomplishments, he also
qualified as a Million Dollar Round Table Qualifying Member several times. With
his over 20 years experience along with his in-depth knowledge in financial
planning and financial services products to you and your family’s financial
needs in different stage of life. His honesty, sincerity, client first attitude
and his listening skill will certainly a great asset to his service to the
Stephen started his career in July 1994. He firstly joined
Sunlife’s Metrotown office, which was one of the largest and most successful
branches at that time. During the first 2 years in Sunlife, he won the 1st
runner up of the New Associate Award. He also won many other awards within the
branch thereafter and the National Quality Award (NQA). He is a long term member
of the Advocis and had obtained the professional designation of EPC (Elder
Planning Counselor). Stephen is also a mutual funds licensee since 1997.
Stephen left Sunlife in 2001 and became an individual broker until 2004.
He was then hired by a financial firm as Sales Manager. His major duties were to
recruit new agents and to provide training to those new recruits. In May 2009,
Stephen joined FILCAN FINANCIAL SERVICES as a Training Manager.
Surrey Office Tel：778-395-8191
Noel earned his B.Sc in Economics and Accounting at the
Far Eastern University Manila, Philippines. Noel has over 30 years experience in
Sales and Marketing. He has been in the financial services industry since 1997
and has received many awards, e.g. National Quality Award, Outstanding Producer
Award. Noel is also a consistent member of the Million Dollar Round Table.
Noel is responsible for setting up corporate directions and
organizational strategies, as well as supporting the company to develop
Burnaby Office Tel：604-569-0434
Sang Yeon Lee