Jayleen is a Personal Wealth Consultant with Strategic Alliance, having joined the profession in February 2024. Despite being relatively new to the field, she brings a deeply personal, purpose-driven mindset to her work—shaped by her experiences as a tuition centre manager and her natural affinity for teaching and guiding others.

Though her mother is in the financial advisory space, Jayleen’s decision to enter the industry was entirely her own. It stemmed not from inheritance but intention. After encountering a challenging period in her previous role, she was drawn to Strategic Alliance—not as her first stop, but as the right one. She had explored other firms, but found them transactional, even cutthroat. What stood out about Strategic Alliance was its genuine support system, where people helped one another not out of obligation, but out of belief in collective growth. “It’s not just about working and saving yourself. Here, if you need help, you ask—and someone will show up,” she shares.

Jayleen now focuses on working with young families and second-generation clients, many of whom are navigating the same life stages she is: building careers, starting families, and preparing for the long term. Because she relates so closely to their experiences, her approach is never transactional. It’s empathetic, collaborative, and honest.

She believes in going beyond the surface, beyond what people think financial advisors do. To her, this role is not about selling—it’s about responsibility. “Money is just one part of life. What really matters is how you use it to build stability, protection, and peace of mind for your loved ones,” she explains. The same values that once drove her to educate now shape her approach to financial planning: adding value to others’ lives in real, lasting ways.

Having completed all four required certifications, Jayleen is equipped with the technical knowledge to guide her clients. But it is her integrity, warmth, and commitment to doing what’s right—not what’s easy—that truly defines her work.