Yan Zhong

Make sure the next chapter of your life is in the right hands.

As a new canadian, you can be confident knowing you’re getting honest, authentic and knowledgeable advice to help you reach your goals.

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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.

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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.

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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.

Affluent and legacy driven

It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

All accounts, plans and products

As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.

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Stay informed

See more articles

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.

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Median solvency ratio of Canadian DB pension plans stays flat in Q2 2024: reports | Benefits Canada.com

https://www.benefitscanada.com/news/cir-news-news/median-solvency-ratio-of-canadian-db-pension-plans-stays-flat-in-q2-2024-reports/

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Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

One economist says that over the longer term, Canada’s interest rate-cutting cycle will spur strong economic growth relative to the U.S.

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Office information

Brossard, QC

Phone:

(514) 577-6092

Email:

yan.zhong@sunlife.com

Address:

1020 Renoir,, Brossard, QC, J4X 2G9 Canada

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Make sure the next chapter of your life is in the right hands.

Yan Zhong

Helping your family

Products and services

Affluent and legacy driven

Business owners

All accounts, plans and products

Stay informed

Seven taxes on investments you need to know about

Median solvency ratio of Canadian DB pension plans stays flat in Q2 2024: reports | Benefits Canada.com

Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

Office information

Brossard, QC

Let’s connect