CCFG Financial Services Inc.

Languages spoken: Chinese, English

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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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 needs.

With my knowledge, skills and 23 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

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 and budgeting

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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