Alex Li Associates

Calidear Ooi

Team Member

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Introduction

Hello, how are you? My name is Calidear!

 

Background

Right from the start, I knew that I wanted to pursue a role as a financial consultant. I began my journey as a consultant in the industry back in 2017 by approaching strangers on the streets and canvassing. While I believe that this sector is not for everyone, I maintain my belief that it adheres to my personal values and goals the most.

Years passed and my hard work and relentless attitude paid off. I am glad to be able to have helped many in their financial planning and see the fruits of my efforts.

As I enter my 5th year as a financial consultant, I am proud to say that I continue to stay true to my principles. I go above and beyond to understand every client’s situation, build trust with them, and do the right things for them.

 

Milestones and Achievements

  • MDRT – 2021
  • Premier Bronze – 2019
  • StarClub – 2019,2020,2021
  • QCE – 2018,2022
  • Fast Track 2018

 

Services Offered

  • Wealth Protection: Medical, Accident, Critical Illness, Mortgage, Disability, Life Plan
  • Wealth Accumulation: Savings & Investment (Cash, CPF & SRS)