Advisor Biographies

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Korrie and Melba

Melba CT Belo CFP™

A former Certified Public Accountant, and University Educator, Melba designs personalized, holistic, and, tax-efficient financial solutions. These proven and effective strategies are attested by numerous satisfied clients.

Melba Tianchon Belo, is a Certified Financial Planner, with multiple industry awards. Melba believes that as good stewards of God’s resources, we should maximize the use of our finances.

It would be my pleasure to work with you! - Melba

Personalized Services Offered:

- Retirement & Investment Planning - RRSP, DPSP, LIRA, IPP; Non-Registered & TFSA solutions

- Tax Planning - Tax Review; Reduction & Minimization

- Insurance Planning - Life, Critical Illness, Disability, Long-Term Care, Group Insurance, Key Person, Buy/Sell, Overhead Expenses

- Education Planning - RESPs, & RDSPs

- Estate Planning - Wills, POAs, Trusts, Legacy Planning (referrals)

- Business Planning - Sole/Partnership/Corporations & Risk Management solutions


 
Kalson Jang

Kalson Jang

Kalson Jang is a financial advisor with 3i Financial with over a decade of experience in the financial services industry. He builds strong, long-lasting relationships with his growing client base by always putting his client’s needs first.

Kalson has a Bachelor of Commerce degree from the University of Toronto and is about to achieve an MBA at the Schulich School of Business for 2014. He is a licensed Advisor for Mutual Funds, Life Insurance, Investments and Mortgages.

With knowledgeable, honest and trustworthy advice, he helps clients formulate a comprehensive custom-tailored financial and retirement plan to achieve all their financial goals.

When Kalson is not working with his clients, he listens to music and competes in basketball and volleyball.

 


 
Female Exec

Tabassum Bhayani

Apart from her solid craving for chocolates and anything sweet, Tabassum is passionate about empowering, educating and increasing financial confidence among young investors. Recognizing the need for a more personal approach to understanding and choosing investments, Tabassum ensures her clients understand the funds in their portfolio.

She monitors client investments on a regular basis and is gung-ho on keeping them informed through out the process. Her ultimate goal is to find investment solutions to create a portfolio that resonate with both her clients’ needs and the markets.

In her continuing initiative to educate and empower, Tabassum writes articles on various financial topics for a local community magazine.

When she is not working, Tabassum enjoys spending time with her family and friends.

 


 

Sophia Wong

Sophia Wong is a financial advisor with 3i Financial. She comes with over 18 years in the corporate world in sales, marketing and communications, client services, training, human resource management and field operations.

Sophia holds a Bachelor of Applied Science Degree, has a Chartered Insurance Professional designation and is a certified instructor with the Insurance Institute of Canada.

Her philosophy is to provide financial literacy and education to clients of all ages, so clients can make informed decisions about investments and mitigate risks. By conducting in-depth reviews of your financial dreams, she will work with you to design appropriate asset allocation and risk management strategies tailored to your individual needs.

When she is not teaching or working with a client, she donates much of her time to charitable and community service.  Most recently has served as a member of the York Region Children’s Aid Society Board of Directors and as the Chair of the Fundraising, Advocacy & Diversity Committee.  She also lends her time to car seat safety clinics, fundraising for cancer research, Junior Achievements with NAAAP and Heart and Stroke Foundation.

Sophia lives in Unionville with her husband Donald and cat Cali.  They have a mission to be kind, be happy and enjoy every day to the very fullest.

 


 

Eranda Lai

Eranda holds a Bachelor of Arts Degree in Social Science from the University of Windsor and studied Desktop Publishing and Graphic Design in George Brown College. She is now a licensed Advisor for Mutual Fund Investments and Life Insurance.

Before entering the financial services field, Eranda worked on a project basis as a graphic designer for many multinational companies in North America and Far East Asia. Just to name a few are companies like Walt Disney Asia Pacific, General Electric, Nestle, Caltex Far East and Samsung Electronics.

Eranda has been a financial advisor since 2006 and is a branch manager. She brings a wealth of experience and her extensive knowledge of the financial field creates the foundation for her clients to gain financial security and preserve their assets for future generations to come.

Being very successful, Eranda has had many clients referred to her through existing high net worth clients. This word of mouth approach has created a very successful book of business for her. When she isn’t working, Eranda enjoys golfing, travelling and laughing.

 


 

Eva-Christine

Eva-Christine has been in the financial industry since 1988. With the extensive experience throughout the different areas of finance from banking to brokerages to financial planning, Eva-Christine compliments her client’s needs in all aspects of their planning from consolidating debt to a succession plan for the family business. Numerous testimonial letters, awards and recognition were received due to outstanding client service; thus, building a relationship of trust with each client. Eva –Christine is a detailed orientated individual who is dedicated to the success of her clients. Inquiries are always responded to within 24 hours. Clients receive personalized attention, like a boutique, as each client is unique.

Eva-Christine has completed numerous designation programs CLU, CHS, CCS, CPCA, CFP Certificate as well as continuing education (CE) requirements. Eva-Christine is a member of Advocis since 2005 and a member of Independent Financial Brokers of Canada (IFBC) since 2012.

When Eva-Christine is not working with her clients, she is training with her equine partner. Eva-Christine is also a member of the Ontario Equestrian Federation (OEF) which is committed to horse welfare and providing leadership and support to the individuals, associations and industries in Ontario’s horse community.