Let’s work together
Whether you’re starting a new venture or looking for ways to grow your business, I can help provide holistic strategies to meet your needs. I’ll help you protect yourself, your partners, your employees and your family by:
Discovering the right mix of insurance and investment strategies that meet your goals
Identifying risk management solutions and tax strategies, so you can run your business with peace of mind knowing it is secure
Understanding your needs today, while building for the future and planning for succession
Quadrant Insights Financial Solutions Inc.
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
Job title: Advisor at Sun Life
Languages spoken: Cantonese, Chinese, English, Mandarin
Phone: (613) 793-5102
Email: qi.luo@sunlife.com
Qi Luo
Bringing years of financial knowledge to business owners, incorporated professionals, and retirees, I specializes in corporate wealth architecture and protecting retained corporate earnings.
This career is deeply fulfilling because helping people protect what they have built is second nature to me. My passion lies in getting to know Clients on a personal level—acting as a chief financial coordinator alongside their personal and corporate accountants and lawyers to help align their personal finance with their complex corporate architectures.
Outside the office, I brings that same patience, focus, and energy to creative and active outlets, including drawing and playing musical instruments.
Job title: Advisor, Sun Life | President, Quadrant Insights Financial Solutions Inc.
Phone: 6137935102
Email: qi.luo@sunlife.com
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.