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.
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/sylvia.zheng
May your holidays be merry and your new year be filled with family, fun and financial health.
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/sylvia.zheng