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Greetings! I am Yu (Cathy) Chen, your trusted Licensed Insurance Broker, dedicated to simplifying the complex world of insurance. With a wealth of experience in the insurance industry, I am here to provide tailored solutions that protect what matters most to you.

Bringing 7 years of experience in the insurance sector, I have honed my skills to navigate the intricacies of insurance products and coverage. As a Licensed Insurance Broker, I am committed to delivering the highest standards of service, ensuring that my clients have peace of mind knowing their assets and loved ones are well-protected.

My expertise covers a broad spectrum of insurance and investment solutions, including:

• Personal Insurance: Safeguarding your home, auto, and valuable possessions with comprehensive coverage tailored to your needs.

• Commercial Insurance: Providing businesses with risk management strategies and insurance solutions to protect against unforeseen challenges.

• Life and Health Insurance: Offering personalized plans to secure the financial well-being and health of individuals and families.

• Investment Management: Implementing strategic investment strategies to grow wealth while managing risk.

• Retirement Planning: Crafting retirement plans that provide financial security and peace of mind.

• Estate Planning: Preserving and transferring wealth efficiently while minimizing tax implications.

I understand that choosing insurance can be a daunting task. My approach is client-centric, focusing on building lasting relationships based on trust and transparency. I take the time to understand your specific needs, educate you on available options, and guide you in making informed decisions that align with your goal.

Ready to secure your future? Whether you're an individual seeking personal coverage or a business owner exploring comprehensive risk management, I am here to assist. Contact me at (778)-996-6676 or cathychen@crius.ca for a consultation.

Let's navigate the insurance landscape together and ensure you have the protection you need!

Licensed Insurance Broker in BC/ON

Yu (Cathy) Chen

No one plans to fail, but many fail to plan. As a Certified Financial Planning (CFP) Professional, I specialize in helping people at all walks of life plan, strategize and achieve their goals.

Feel free to contact me with any questions regarding investments, insurance, mortgage, tax and estate planning!

I joined Edward Jones in 2000 after graduating from the University of Toronto with a Bachelor of Science majoring in Mathematics. I became a fully licensed Financial Advisor in 2011.

I enjoy working with people who are serious about their finances and who appreciate consistent, pro-active guidance. 

I bring more than 23 years of experience in financial planning
to my role as an Estate and Trust Advisor for clients across British Columbia.
My depth of experience, coupled with my professionalism and dedication
to client service, serves well in dealing with the complexities of estate
settlement.
I discuss estate settlement and administration services, trustee
services, trust structures, and other specialized services offered through
RBC Royal Trust. I work with individuals, families and businesses who
wish to protect their assets and transfer their wealth for generations. Clients
also appreciate my sensitivity to the often difficult decisions and sometimes
overwhelming responsibilities that can go hand in hand with the role of
executor.
Throughout my career, I have continued to deepen my knowledge
and expertise with key industry designations such as Personal Financial
Planner (PFP), Qualified Associate Financial Planner (QAFP), and courses like
Investment Funds in Canada (IFC) and Branch Compliance Officer (BCO). I am a recurring member of the Estate Planning Councils.
I provide tailored solution to help individuals carry out their
many executor duties, expedite the settlement process, and maximize the
estate’s value through knowledgeable handling of estate and tax issues

Having recently retired after 30 years of practice as a Professional Financial Advisor , I
take great pride in having been able to help many clients achieve a scure financial future. Each
of us has a good story to tell and some of them may touch on your dreams and needs when it comes to making plan for your will.

Through my past experience with Estate Planning, I came to realize the complexity in administering the Estate when someone close to us is gone.  Moving forward, I am committed to dedicate my retirement years in providing guidance to
executors young or old, to deal with the fast changing responsibilities evolving an estate settlement.  I am proficient in the English language and also speaks and write fluent Cantonese as well as Mandarin.

Providing advisory and consulting real estate services.

Parker A. Chow is a partner at the law firm of Chow McLeod in Moose Jaw, Saskatchewan.  Parker obtained his Bachelor of Commerce (with distinction) from the University of Saskatchewan in 2019, immediately continuing onto the College of Law and receiving his Juris Doctor degree in 2022.  Parker was later called to the Bar in Saskatchewan in early 2023, and joined the partnership at Chow McLeod a year later in early 2024.

Parker has dedicated himself to providing expert legal services to the firm’s vast clientele, with a particular emphasis on protecting the hard-earned wealth of individuals, families, and small businesses.  Parker's focus is on ensuring these clients receive the support and advice needed to grow and expand their presence, while adequately protecting their own interests at all times.  Parker maintains a general practice, but a primary specialty in the areas of Corporate & Business Law, Commercial Transactions, Real Estate Conveyancing (in Residential, Commercial, and Agricultural), and Wills, Trusts, & Estates.

We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs.

I agree with Confucius: "Choose a job you love, and you'll never work a day in your life." As a financial advisor, I get to use both the creative and analytical sides of my brain, follow my passions, and make a difference for people in my community.

I'm passionate about education and financial literacy.

I would love to start a conversation with you today and learn about what's most important to you!

Diana serves as an Executor Advisor, Mediator, and Certified Personal Fiduciary for Phoenix Resolutions. Her background includes a decade of experience in Executive Leadership in Operations, twelve years experience providing expertise in the areas of Property Management and real estate acquisitions; and two decades providing services as a Certified Life Coach and
Counsellor. 

She is a trusted guide through complex life transitions helping families and individuals navigate estate settlement and family meditation with clarity, fairness, and peace of mind. She bridges the gap between logistical execution and delicate family dynamics providing a calm, compassionate, and structured experience during sensitive family transitions.