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.
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.

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Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth

It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.

• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan