CCFG Financial Services Inc.
Job title: Financial Planner, Sun Life | President of CCFG Financial Services Inc., CFP®, RHU
Languages spoken: Chinese, English
Area(s) served: Ontario, Canada
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Who we service
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High net worth and affluent
Incorporated professionals
Insurance
Helping you with your financial planning needs
My vision and passion is to help you achieve lifetime financial security and live a healthier life. I take the time to get to know you to fully understand your unique financial situation. I’ll help you identify where you want to be in 10 to 30 years from now. Then, I’ll design a financial plan to help get you there.
Whether you are family, business owner or professional, I can help you with your wealth and health and financial protection needs.
With my knowledge, skills and 27 years of experience, I’ll help you maximize tax-efficient savings for you and your family’s future. I’ll also help protect your assets and help ensure everything you’ve worked hard for goes to your loved ones.
My office is in Scarborough, Ontario. I offer in-person appointments at my office and virtual appointments for Clients throughout Ontario. Contact my office to book an appointment. Let’s talk about how I can help you protect your family, career, health and retirement.
I offer my services in English and Chinese. More information about my services in Chinese.
Products and services
Health insurance products
Life insurance products
Mortgage protection insurance
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