Get To Know Me

Securing your financial future with care and compassion.

I am Ched, short for Mercedes. My friends and family call me Ate Ched or Manang Ched. I can help you and your family achieve financial freedom so let’s connect, meet and talk.

My Background, Awards & Achievements

My Background

You can simply call me Manang Ched.

I’m a graduate of the Bachelor of Commerce program, with a specialization in Accounting. I’ve been in the financial services industry for almost 20 years now. My passion is to provide top-notch financial advice to anyone who needs it, with a focus on care and compassion.

This is what I continue to pass on to my team. This kind of business mindset makes my team and I consistent Top Performers of the Year for several years in a row.

I have also been qualified to several conferences in Canada, USA, Mexico and Europe and an active member of PICPA, Philippine Institute of Certified Public Accountant, Vancouver Chapter.

I can help you, your family and your loved ones achieve financial freedom.

Awards and Achievements

I am a proud qualifying member of MDRT in 2022, 2023 and 2024.

MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world’s leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Being a member of MDRT exemplifies my dedication to all my clients. I always make sure to provide professional service and financial advise while ensuring genuine care and compassion.

2022 – 2024

MDRT Qualifying Member.

2021 – 2022

EmpireLife Top Producer. EmpireLife is one of the top 10 Canadian life insurance companies.

2021

MDRT Member, Top Producer, Top Earner, Top Leader, Top Hero, Las Vegas Qualifyer and CPB Qualifyer in 2021 by E. Espiritu Financial Inc.

2019 – 2023

E. Espiritu Financial Inc. Consistent Top Producer, Top Earner and Top Leader – various months within 2019 to 2023. E. Espiritu Financial Inc. is an Associate General Agent (AGA) dedicated in providing financial services through an array of insurance and investment products. We are affiliated with one of the largest Managing General Agencies (MGA’s), IDC Worldsource.

2018 and prior

Multi-awarded Financial and Wealth Advisor from multiple Canadian Insurance Companies.

Connect With Me On My Socials

I consider my clients part of my family and friends.

As a financial and wealth adviser, I want to fully understand their needs for them to be able to achieve their financial goals in life, both short-term and long-term.