Happy 2025!
I am thrilled to share some wonderful news with you. Michelle Lo, my associate, colleague and friend, has earned the prestigious Certified Financial Planner designation!
Michelle has been a vital part of Wyse Financial Solutions for 14 incredible years. In her very first year with me, she achieved both her LLQP insurance and mutual funds licenses. Since then, she has continually expanded her knowledge and skills, successfully completing the Branch Managers’ Examination with an emphasis on compliance and supervision, as well as the Liquid Alternatives Course. Additionally, she holds the Elder Planning Counselor (EPC) designation.
Michelle’s dedication to our mission of providing outstanding service and helping you achieve your financial goals is unwavering. I am so proud of her accomplishments and firmly believe that her enhanced expertise will be immensely beneficial to our clients.
Please join us in celebrating Michelle’s fantastic achievement. She is excited to use her new designation to better assist you in navigating your financial journey and reaching your aspirations.
Warm regards,
Sarah Wyse, CFP
Director
Wyse Financial Solutions Inc.
