GET IN TOUCH WITH US


 

Name *
Name

Vancouver, BC
V6C2V6
Canada

604-685-1938

Who We Are

 

Daisy Mak, B.A., CFP

 

Daisy's career in Financial Planning began in 1999 when she joined Vancouver Financial Planning Consultants Inc. The ability to forge long-term, meaningful relationships based on trust, honesty and integrity combined with the opportunity to help others drew Daisy into the profession. 

She completed her Financial Planning Associate Certificate from the British Columbia Institute of Technology and obtained her Certified Financial Planner designation in 2004. Daisy is also a licensed mutual funds advisor and a life insurance agent.  

Over the years, Daisy has been asked by CBC Radio One's The Early Edition and On The Coast and Global TV for her opinion and advice on financial events of the day. The topics discussed include the financial crisis and the "buy vs. rent" dilemma. 

Many of Daisy's clients have come to think of her as more than their Financial Planner. They reach out to her when they need a confidant or a trusted friend.

 

 

Bistra Stoyanova, B. Sc.,

Licensed Assistant

 

As the Administrative Leader, Bistra is responsible for most client service related issues. Her duties include corresponding with clients, processing client information changes, account requests and transaction follow-up. 

Bistra has a B. Sc. in Business Administration from California State University. During her last semester at the University, Bistra completed an internship at Morgan Stanley working for a Financial Planner. After her graduation, she returned to her home in Bulgaria and worked in the Property Management and Acquisition sector for several years. It was during this time when she and her husband made the decision to immigrate to Canada. She joined Vancouver Financial Planning Consultants Inc. in 2008 and has been working with Daisy since 2010.