Yan Zhong
Job title: Financial security advisor and group insurance plans advisor, Sun Life Financial Distributors (Canada) Inc. Mutual funds representative, Sun Life Financial Investments Services (Canada) Inc.
Languages spoken: Chinese, English, French
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
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.
Stay informed
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Join us in Toronto for a Women in Wealth event. Designed for wealth advisors, this event will feature industry insights, includes lunch and 1 CE credit hour.
Event Details
• Date: April 28, 2026
• Time: 11:30 AM – 2:30 PM
• Location: 1 York St, 22 Floor
Space is limited. Register now to reserve your spot
https://survey.alchemer.com/s3/8739398/Empowering-Women-in-Wealth-Toronto
Event Details
• Date: April 28, 2026
• Time: 11:30 AM – 2:30 PM
• Location: 1 York St, 22 Floor
Space is limited. Register now to reserve your spot
https://survey.alchemer.com/s3/8739398/Empowering-Women-in-Wealth-Toronto
Join us in Toronto for a Women in Wealth event. Designed for wealth advisors, this event will feature industry insights, includes lunch and 1 CE credit hour.
Event Details
• Date: April 28, 2026
• Time: 11:30 AM – 2:30 PM
• Location: 1 York St, 22 Floor
Space is limited. Register now to reserve your spot
https://survey.alchemer.com/s3/8739398/Empowering-Women-in-Wealth-Toronto
Event Details
• Date: April 28, 2026
• Time: 11:30 AM – 2:30 PM
• Location: 1 York St, 22 Floor
Space is limited. Register now to reserve your spot
https://survey.alchemer.com/s3/8739398/Empowering-Women-in-Wealth-Toronto
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/yan.zhong/
#SunLifeOnePlan
#SunLifeOnePlan
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/yan.zhong/
#SunLifeOnePlan
#SunLifeOnePlan
Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton