About

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

I am delighted to work in partnership with Joe Ferreyro, CFP®. Together we’re equipped to serve your needs with our expertise. Our goal is to provide guidance that will help you achieve your unique financial planning needs. 

Anita Chen

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.

Job Title: Advisor at Sun Life, CLU®

Phone: (416) 918-2318

Email: anita.chen@sunlife.com

Address: 9050 Yonge Street, Suite 500 5th floor, Richmond Hill, ON, L4C 9S6 Canada

Anita Chen

As an advisor, helping people by using my knowledge is my biggest passion. My background in accounting and business consulting gives me a unique perspective that helps me in my career.


When I’m not working, I enjoy golfing, water sports, reading and social volunteering. I am the President of the National Youth Development Association.

Job Title: Advisor, Sun Life, CLU®

Phone: 416-918-2318

Email: anita.chen@sunlife.com

Fax: (905)-886-1548

Address: Richmond Hill, Ontario

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect