Manager – Asia Office, DLS Insurance Consulting, Clearplan
Vivian has lived in Vancouver since 1996 after moving to North America from Taiwan. Vivian and her husband enjoy raising their two children in this wonderful city, along with trying new cuisines and travelling.
Vivian has been with DLS Insurance since 2008, working with Dan Schindle to ensure clarity of communication with our mainly Mandarin speaking clients. It is Vivian’s responsibility to manage client services and sales communications.
When Clearplan and DLS came together in 2011, Vivian took on the role of Business Relationship Manager for the group’s Asian Office located in Oakridge. The addition of Wealth Management, Investment Accounts and Financial Planning services dovetailed well with the existing business and was met enthusiastically by our clients. The most exciting part of Vivian’s role is to help new Canadians understand the sophisticated financial planning used by other Canadians.
As a second generation member of a business family, Vivian is very familiar with the succession, estate and taxation challenges faced by people with assets and family members in more than one country. It is reassuring to have Vivian working with us as she understands the cultural sensitivities and is able to facilitate in providing the best solutions. Vivian takes pride in the work she does with our clients and has developed many friendships in the process.