Anita Chen

Job title: Advisor at Sun Life, CLU®

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Reach your goals and protect your future

Let’s work together to reach your goals. I can help you with many things, such as:


  • retirement planning,
  • tax planning,
  • business development and
  • income and asset protection.


When we work together, it’s important for me to deeply understand what is important to you. I’ll take the time to get to know you, your situation, needs and goals. This includes taking a deep dive into your current savings, investments, insurance and benefits. From there, I’m able to identify gaps between what you have now and where you want to be. I’ll create a comprehensive plan that helps you achieve your goals. You can explore the options I present and once you choose a path, I’ll help you implement your action plan. As time goes on, we’ll meet regularly to update your plan as needed.


I’m located in Richmond Hill, Ontario and serve the Greater Toronto Area. I’m happy to offer in person and virtual appointments. As a bilingual person, I offer my service in both English and Mandarin. Contact me to book your appointment. 

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

See more articles
Bank of Canada risks recession if it waits to cut interest rates: Rosenberg Research

Bank of Canada risks recession if it waits to cut interest rates: Rosenberg Research

Why the Bank of Canada should start cutting interest rates?
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings.
Warren Buffett eyes Canadian investment as cash pile hits fresh record

Warren Buffett eyes Canadian investment as cash pile hits fresh record

“We do not feel uncomfortable in any shape or form putting our money into Canada,” he said. “In fact, we’re actually looking at one thing now.”
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