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.
Fun Fact
" People with a written financial plan are over twice as likely to feel confident about their future--yet most still don't have one."
Source: Charles Schwab, Modern Wealth Survey 2021, conducted by Logica Research, February-March 2021. Read the full report here.
We're here to change that.
DynaEast Financial Solutions Inc.
Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
Phone: (604) 279-2388
Email: leo.liu@sunlife.com
Address: 3600 Lysander Lane, Suite 120, Richmond, BC, V7B 1C3 Canada
Xu (Leo) Liu
Leo has been in the business of making money make sense for nearly 20 years. After starting as a Personal Investment Advisor at the bank, he spent 16 years at Sun Life helping Clients turn financial goals into reality.
In 2022, he founded DynaEast Financial Solutions Inc., partnering with Sun Life to blend big-firm resources with small-firm care. His secret to great financial planning? A sharp mind, a kind heart, and just enough coffee.
Job Title: Financial Planner, Sun Life | President, DynaEast Financial Solutions Inc., CFP®, CLU®, EPC, MBA
Languages spoken: English, Mandarin
Phone: (604) 279-2388
Email: leo.liu@sunlife.com
Address: Richmond
Camille Zhang
Camille was brought to the DynaEast team in 2022. Since then, Camille has been working with individuals and businesses to help them prepare for the future and optimize their finances. Camille is a experienced licensed life insurance and accident and sickness insurance agent, and a registered mutual fund representative.
Camille focus on Individual insurance, family financial strategies, specialty group insurance, travel and personal health insurance, and Mutual Fund service.
In addition, Camille helps coordinate Client appreciation events, charitable fundraisers and volunteering activities.
Job Title: Associate Advisor, Sun Life | Vice President, DynaEast Financial Solutions Inc.
Languages spoken: English, Mandarin
Email: camille.zhang@sunlife.com
Address: Richmond
Phoebe He
Phoebe's career began as a Sun Life advisor, where she developed a talent for clear communication and Client care. At DynaEast, she's the trusted right hand to the president --- keeping things organized, on track. and running efficiently. Known for her ability to explain things simply and get things done, Phoebe is s steady reliable presence at the heart of the company.
Job Title: Service Associate, Sun Life | Operations Manager for DynaEast Financial Solutions Inc.
Email: phoebe.he@sunlife.com
Address: Richmond
Tony Yang
Job Title: Associate Advisor, Sun Life | Client experience Manager for DynaEast Financial Solutions Inc.
Languages spoken: English, Mandarin, Taiwanese
Email: tony.yang@sunlife.com
Address: Richmond
Nancy Fu
Nancy is the friendly face and vibrant energy behind many Client connections. Drawing on her experience with Sun Life's KNOW YOUR CLIENT approach, she takes time to truly understand people and build relationships that last. Whether she's hosting a gathering or sparking conversation, Nancy brings people together in ways that strengthen both community and trust.
Job Title: Relationship Manager for Sun Life DynaEast Financial Solutions Inc.
Languages spoken: English, Mandarin
Joanne Liu
Joanne's calm, thoughtful presence is matched by a dedication to doing things thoroughly and with care. After starting her career as an Advisor at Sun Life, she brought her patience, attentiveness, and genuine understanding to the DynaEast team. Clients appreciate her gentle approach and the way she takes time to listen, ask the right questions, and ensure every detail is looked after.
Job Title: Service Associate, Sun Life
Languages spoken: English, Mandarin
Email: anqi.liu@sunlife.com
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