About the Event:

 

Many people invest for retirement at an early age as society has programmed this into our unconsciousness - the goal: to multiply an initial investment. But good business or investment decisions never just consider upside possibilities, they also consider downside risks. When managing your personal finances like a business, medical insurance can be a tool to help reduce the risk of unforeseen medical complications that can jeopardize your financial nest egg. However, insurance has never been the most transparent industry; there are certain myths and misconceptions that may deter one from purchasing the most financially sound plan, or even avoiding purchase entirely.

At this session, a director at Groveland Financial Services Limited will share tips on how to navigate the medical insurance puzzle through: identifying a broker who understands your needs, illustrating the differences between local and international plans, explaining how deductibles can save you money by reducing the total cost of healthcare, and showing how your work and personal insurance can work together.

About the Speaker:

Jim Wang
Business Development Director
Groveland Financial Services Limited

Jim Wang is a Business Development Director at Groveland Financial Services Limited, an insurance brokerage firm and a member of the Professional Insurance Brokers Association (PIBA).

Groveland approaches insurance holistically across its entire product offering, an approach that has been supported by 30 years of experience in the Canadian insurance brokerage world. Groveland's financial planning solutions are based in economics, with wealth protection as the primary objective. Insurance products range from life, critical illness, medical, general insurance, corporate insurance, MPF, and investment, sourced from 60+ insurance company partners.

Jim holds a B.A. in economics from Brown University and a MBA from the University of Chicago Booth School of Business. Prior to joining Groveland, he spent many years as a professional US equities trader before moving onto various roles at the Royal Bank of Scotland and J.P. Morgan in Hong Kong. He enjoys basketball, traveling, and trying different restaurants and cuisines. He is also known to appreciate a good "deal", whether shopping for sneakers, electronics or medical insurance.