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Tay Wei Bin (Caleb)

Professional Title: Director

RNF No: TWB300568353

Million Dollar Round Table (MDRT) – 2022, 2023
International Dragon Award (IDA) – 2022
AIAFA Pinnacle Club (Unit) - 2023
2nd Runner up, Top Associate Director 2022
AIA FA Prestige Platinum Club - 2022
Associate Estate Planning Practitioner (AEPP®)
Certificate in Financial Needs Analysis and Plan Construction [Cert SCI (FPC)]
Institute of Banking and Finance Qualified (IBFQ)

I started trading US equities six years ago and have always been entrepreneurial. Slightly before the pandemic, I founded a telegram club (Youth Investors Club) to connect existing and budding investors. I have had the opportunity to host webinars to educate and share ideas with people from all walks of life. Through this venture, I found out that not everyone has the passion and the mental capacity to manage their investments and plan their finances. Many have tried and burned their fingers due to a lack of expertise and guidance. After much consideration, I decided to join this industry to be the bridge to financial planning and let others leverage on my expertise to live the life they deserve.

Growing up, I had a passion for people development, so before I got licensed, I envisioned myself building a young, competent and driven team. Thanks to the guidance from my mentors, I recruited over 10 associates in my first year of business and was promoted to Associate Director in 2022 and director in 2023.