Myen Lim
Founding Principal
Wellwood Strategic Advisors
Bio
Myen is a trusted advisor to clients using life insurance solutions to navigate intergenerational wealth transfer and business succession planning.
Myen has a deep understanding of the complexities surrounding wealth transition and brings a multi-faceted approach to insurance planning- blending tax, estate, financial and family enterprise expertise to craft bespoke insurance strategies that preserve and build a lasting legacy for generations to come.
Her professional background is shaped by three decades of experience across insurance, tax, estate and financial planning. Myen began her career in tax at one of the Big Four accounting firms, where she rose through progressively senior roles before becoming Head of Tax for a private multinational corporation. She later transitioned into wealth management, where she led the ultra-high-net-worth planning team at a major financial institution.
Myen is an advisor for Conan Graham, MacKay BC Forum Chair.
