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.

Job title: Financial Planner, Sun Life, CHS™, CLU®

Languages spoken: English, Mandarin

Area(s) served: Ontario, GTA, Toronto

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.

View more options

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.

Learn more

Office information

Markham, ON

Phone:

(905) 415-1426

Email:

cici.chen@sunlife.com

Cell:

647-860-5886

Address:

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

Let's connect

All fields below are required unless labeled optional.

First Name

Last Name

Preferred Contact Method

Phone

Email Address

Phone Number

Optional

Optionnel

Message

0 of sur 500

Optional

Optionnel

Yes I’d like to receive emails from Sun Life and this advisor. I understand I can unsubscribe at any time.

By providing your contact information you agree to send your information to Sun Life Canada who agrees to use it according to their privacy policy and that Sun Life can contact you from time to time by phone, email, text and regular mail. You can unsubscribe at any time. To find out more about our privacy practices, visit privacy.

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.