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Local CPA firm offering personal, corporate and trust services

Mutual Fund sales representative

Insurance Planning for individuals & small business

Personal Income Tax Consultant

I work with  individuals, families, and businesses to create personalized financial plans that reflect who they are and what matters most to them. By getting to know my clients and their unique goals, I tailor strategies that align with their financial aspirations. We stay on track through regular check-ins, making adjustments as life evolves. Whether you're navigating major life events like marriage, divorce, having a child, a loss in the family, selling a business, or receiving an inheritance, I'm here to guide you every step of the way

We provide Estate services to guide families and Executors thru the estate process from start to finish.

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

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. 

Providing advisory and consulting services on mobile home parks.  

I focus on retirement and estate planning needs.