Insurance Brokers Canada - The Targeted Strategies Group
1.800.505.5503

Myen Lim

BBA, CPA, CA, CFP, FEA

Associate Principal

As an Associate Principal with The Targeted Strategies Group, Myen has over twenty years of accumulated experience in insurance, tax, estate & financial planning. Myen appreciates that estate and wealth planning for ultra-high net worth clients can be complex. Whether it is preserving or enhancing the wealth they have created or leaving a lasting legacy to their beneficiaries, Myen is deeply committed to helping her clients articulate their goals and vision and implement them using innovative strategies and solutions.

Prior to joining TTSG, Myen was an Estate and Insurance Advisor at BMO and served as a Director of Wealth & Tax Planning at BMO. She was the recipient of BMO’s prestigious Top Planner award for three consecutive years. She also served as Director of Taxation at a multi-national organization and was a Senior Tax Manager at KPMG.

Myen believes that clients should have a purposeful and meaningful estate and wealth planning strategy, and she challenges her clients to ensure that they are getting the most out of their hard-earned wealth.

Myen is a Chartered Accountant (CA), Certified Financial Planner (CFP) and Family Enterprise Advisor (FEA) and is fluent in English and Mandarin.

Contact LinkedIn

Phone

1.800.505.5503

885 West Georgia Street,
Suite 1150
Vancouver, BC V6C 3E8

How can we best contact you?
info@targetedstrategies.com