Find a CEA

Local CPA firm offering personal, corporate and trust services

Mutual Fund sales representative

Insurance Planning for individuals & small business

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

Providing advisory and consulting real estate services.

Maggie is the founding principal of ExecuCare Executor Assistance Services
and has more than 20 years of experience in the financial services and
insurance industry.  Maggie brings her
life’s experience, practical business know how, education and almost two
decades as manager to our Financial Advisory Committee.

Maggie is a
highly motivated and principled individual, who is drawn to projects and work
opportunities that allow her to pursue her passion and make a meaningful
contribution. These contributions have enriched the social health of the
communities in which she participates. She has worked with numerous
not-for-profit senior’s organizations in event coordination and community
outreach.

Maggie’s area’s
of expertise include Estate Preparation and Executor Assistance. She has developed a reputation for incredible stamina,
resourcefulness, and innovative leadership. Her Clients consistently experience
results exceeding their expectations.

I started in life insurance in 1985 with Canada Life. I became a broker in the early 1990's and deal with many companies now. I have my CLU and CHFC designations. I provide all individual insurance products, Segregated funds, Group Benefits along with Estate and Retirement planning. In my community, I am one of the very few independent brokers working here.