Robert Ye Financial Services Inc.
Job title: Financial Security Advisor, CIM
Languages spoken: Cantonese, Chinese, English, French, Mandarin
Area(s) served: Greater Montreal, QC, ON, BC
Let’s secure your legacy
Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- Developing an approach that include RRSPs, TFSAs, or RESPs,
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional experience and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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值此端午佳節，在合家歡聚、共度這一富有活力的傳統節日之際，我們感念其所蘊含的堅毅、協作與團結。
這個傳統節日啟迪我們：
• 齊心協力，共赴目標
• 凝聚彼此，加深情誼
• 弘揚傳統，擁抱未來
• 互相支持，攜手前行
祝您闔家喜樂安康
值此端午佳節，在合家歡聚、共度這一富有活力的傳統節日之際，我們感念其所蘊含的堅毅、協作與團結。
這個傳統節日啟迪我們：
• 齊心協力，共赴目標
• 凝聚彼此，加深情誼
• 弘揚傳統，擁抱未來
• 互相支持，攜手前行
祝您闔家喜樂安康
值此端午佳节，在阖家欢聚、共度这一富有活力的传统佳节之际，我们感念其所蕴含的坚韧、协作与团结。
这一传统佳节也启迪着我们：
• 同心协力，共赴目标
• 凝聚彼此，加深情谊
• 弘扬传统，拥抱未来
• 互相支持，携手前行
祝您阖家喜乐安康
值此端午佳节，在阖家欢聚、共度这一富有活力的传统佳节之际，我们感念其所蕴含的坚韧、协作与团结。
这一传统佳节也启迪着我们：
• 同心协力，共赴目标
• 凝聚彼此，加深情谊
• 弘扬传统，拥抱未来
• 互相支持，携手前行
祝您阖家喜乐安康
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