Anita Chen
Job title: Advisor at Sun Life, CLU®
Trustworthy advice you can count on
Reach your goals and protect your future
Let’s work together to reach your goals. I can help you with many things, such as:
- retirement planning,
- tax planning,
- business development and
- income and asset protection.
When we work together, it’s important for me to deeply understand what is important to you. I’ll take the time to get to know you, your situation, needs and goals. This includes taking a deep dive into your current savings, investments, insurance and benefits. From there, I’m able to identify gaps between what you have now and where you want to be. I’ll create a comprehensive plan that helps you achieve your goals. You can explore the options I present and once you choose a path, I’ll help you implement your action plan. As time goes on, we’ll meet regularly to update your plan as needed.
I’m located in Richmond Hill, Ontario and serve the Greater Toronto Area. I’m happy to offer in person and virtual appointments. As a bilingual person, I offer my service in both English and Mandarin. Contact me to book your 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 gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Retirement savings calculator
FHSA: Tax-Free First Home Savings Account
