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Wilson Yick

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

 
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Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Wilson Yick
 
 
 
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Testimonials and Referral Notes

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Rachel- F & B owner

I want you to know how much I appreciate the excellent service you provided on when I took one of my best clients to lunch. Your attention to detail, great communication skills, and ready smile made the experience even better than I expected. I won't hesitate to refer clients for your views. ์ž˜ ํ–ˆ์–ด์š”!

Alicia Choo - Bank Executive

I am so thankful to have you as an adviser. The financial planning process was much shorter than I expected. I am happy to finally have someone to help me understand my policies . I appreciate the time and effort you spent on it to walk thru everything step by step. I look forward to working with you again in the future.

Shirley Chen - EXECUTIVE

A friendly and approachable Adviser. Wilson's presentation is show the effort put in it and devotes time to explain in detail. He makes sure that I understand what i am paying for, how it fits into my financial planning and how it benefits me in a simple and concise manner. Highly Recommended -if you think its time to look at your own financial planning. Wilson really uphold his professionalism!!

ERMA - Service Delivery Manager

Wilson was truly patient and accommodating when he was going through the various aspects of financial advisories that I could benefit from. He was passionate in wanting the best for his Clients and it truly shows. I could tell has my interests at heart and was determined to ensure that I get the best investments in the long run. Very appreciative of his mature, and down-to-earth approach. Thanks very much, Wilson! Definitely will be a repeat Customer ๐Ÿ‘

Raymond- SENIOR MANAGER

I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their clientโ€™s needs, circumstances and preferences. What impressed me was the effort to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible. Kudos.

Karene - FULL TIME MUM / TALENT FREELANCER

I must honestly proclaim that Wilson is a very patient, humble and down-to-earth Gentleman. As a Financial Consultant, he portrayed a more spectacular personality. He is knowledgeable and shares his experiences and presents a spectrum of proposals that caters to your every financial aspect. I personally appreciate his attention to details and vast ideas he has to share with his presentation. I am truly amazed by his determination and hard work, and at the same time, the spontaneous spark that he carries. Thank you Wilson. Keep Going and never slow down! It Will only get better! ๐Ÿ’ช