English, Cantonese, Mandarin
Vivien Lai proudly represents National Bank Financial after working in the financial industry for 32 years. Vivien has proven expertise in providing her clients sound advice on their financial, retirement and estate planning needs.
Throughout her many years in the industry, Vivien continually updates her credentials; achieving recognition as a Fellow of the Canadian Securities Institute (FCSI), attaining the Certified Investment Manager (CIM), Certified Financial Planner (CFP) designations, and completing Dalhousie University’s MBA program for financial services. Additionally, with her dual licensing in securities and insurance, Vivien demonstrates her commitment to superior service and increasing ways to better help clients.
Vivien's team offers distinctive wealth management to individuals, professionals and businesses with an emphasis on tax reduction, retirement and estate planning, capital preservation and growth. As a team at NBF that is fluent in Chinese (Mandarin and Cantonese) and English, we are able to bridge communication barriers with past and recent immigrants from Greater China area.
Take advantage of Vivien's significant life and financial expertise to help achieve your economic goals.
Helen Yihong Fu (Assistant - Montreal)
Toll Free: 1 888 388 2288 Direct Line: 1 514 879 3636
Jennifer Lai (Assistant - Vancouver)
Toll Free: 1 888 233 0833 Direct Line: 1 604 643 2808