Financial Design Team Inc.

The Financial Design Team have gone above and beyond what is expected to ensure we get what we need as we start the retirement life! They have given us the confidence they have our best interest with their dedication and professionalism being evident in all our interactions with the entire team!

I have never met someone as caring, understanding, real and competent as Melanie. She has been working with me for 6 years and has worked so hard to ensure my money and my girls are protected. Her diligence, compassionate nature and knowledge are all combined to make one fantastic financial advisor. Her team is responsive , kind and always on the ball! I am so lucky to work with them all!

Melanie is our financial advisor since 2010. Melanie listens to what we need. She regularly keeps us updated on our investment performance. She provides her best financial advice by keeping herself up to date with related courses, seminars and carefully monitoring the fund managers. She plans ahead for course adjustments to our profile. She secures our agreement by clearly explaining the reasons for moving funds without talking over our head. Her pleasant personality leads to sharing our life experiences and happenings with each other.