Unicus Financial Services Ltd.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Unicus Financial Services Ltd.

Languages spoken: English

Area(s) served: British Columbia and Ontario

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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Welcome to Unicus Financial Services Ltd.

My team and I offer financial planning that targets your unique needs. Whether you are a young professional, young family or pre-retiree, we can help you reach your goals. We are dedicated to helping you achieve insurance and wealth solutions.

When working with us, you will notice we take a holistic approach. We take the time to get to know you, your situation and your goals. Our team name "Unicus" means "unique" in Latin. We chose this name because we know each Client is unique and therefore so is our approach.

Our office is In Vancouver, British Columbia. We service Clients throughout British Columbia and Ontario virtually. Contact our office to book an appointment.

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, budgeting and investing

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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Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 

When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

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Office information

Vancouver, BC

Phone:

(604) 683-6905 x243

Email:

sylvia.zheng@sunlife.com

Address:

1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8 Canada

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