CC Financial Solutions Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

CC Financial Solutions Inc.

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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Let's work together

I will work with you to analyze your financial situation and make a plan to help you reach your goals. With the Certified Health Insurance Specialist (CHS™) and Chartered Life Underwriter (CLU®) designations, I am equipped to help you.

Whether you’ve recently moved to Canada, are starting a family or running a business, I can help:

young families create a plan for their future,
new immigrants manage their finances,
individuals create a retirement plan, and
business owners make a holistic corporate plan.

I speak Mandarin and English fluently and can help Clients who speak either language. Contact my office to get started achieving your goals.

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, budgeting and investing

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

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Stay informed

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February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!

Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/ccfinancial.solutions

時光荏苒，學費亦節節攀升！🕰️💸
建議盡早開始並持續進行儲蓄。小額的註冊教育儲蓄計劃 (RESP) 供款亦可隨著時間推移而積少成多。

想了解如何優化您的教育儲蓄？歡迎與我們探討制定符合您家庭預算的儲蓄計劃。

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Office information

Markham, ON

Phone:

(905) 415-1426

Email:

cici.chen@sunlife.com

Address:

3100 Steeles Avenue East, Suite 500, Markham, ON, L3R 8T3 Canada

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