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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What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Beneficiaries: beware of what can go wrong if someone with a TFSA dies

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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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