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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

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 real estate services.

I focus on retirement and estate planning needs.

Parker 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, 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 in the current climate that seeks to punish them for their progress.  Parker's focus is on ensuring these clients receive the support and advice needed to grow and expand their presence, while protecting their own interests at all times.  Parker’s general practice areas include Corporate Law, Commercial Transactions, Real Estate and Farmland Conveyancing, and Wills, Trusts, & Estates.

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.

· 
Dan has over 30 years of experience in the financial services industry

· 
he is a co-founder and Managing Partner with financial education
firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all
tenures

· 
he is a CFP and TEP

· 
Dan is a Board Member of the FP Foundation and past Chair of its
Research Committee

· 
He has taught Personal
Financial Management, in the MBA Program, at Schulich School of Business since
1998

· 
Dan is the author of The
Financial Advisor’s Guide to Excellence,

· 
and soon-to-be released Building Bigger & Better:
Growth Strategies of Top-Producing Financial Advisors

I have a passion for helping clients achieve their financial objectives through personalized advice. My approach is rooted in understanding not just your finances, but who you are as an individual. By getting to know your unique situation, preferences and ambitions, we create customized financial strategies that align with your life goals and resonate with your values.

Having moved to London from Chicago almost 15 years ago, one of my areas of focus is helping US persons to invest wisely. I joined Edward Jones almost seven years ago after a long career in investment banking. I put that wealth of knowledge to work for my clients.

Our commitment:
- Personalized planning: We tailor every strategy to suit your unique circumstances and evolving priorities
- Holistic approach: We believe that it is important to see your "big picture" and discuss how your goals fit together
- Trust and transparency: Your financial well-being is my priority, and I commit to providing transparent, honest advice at every step
- Access to resources: I put the resources of a world-class firm to work for my clients. From investment recommendations to tactical solutions, we have a dynamic strategy that adapts to changing market conditions

My office:
Your dedicated team is comprised of Sarah Backman and me. Sarah, a senior branch administrator, has been with Edward Jones for 10 years and is integral to our clients. She manages our office and plays a critical role in ensuring that we we deliver the best experience for our clients. She lives in London with her husband and two daughters.

About me:
I live in London with my husband, who is a professor at Western, and my three daughters are at university. I am a Business and Professional Women (BPW) board member. I enjoy playing pickleball and soccer. I have a master's degree in economics from the University of Chicago.

In summary, every strategy and solution I recommend is based on what is important to you. Whether it is retirement, saving for goals like education and home ownership, or protecting what you have built, we follow an established process to determine a roadmap together. I provide unbiased and valuable information while placing your best interests above all else.

Let's have a conversation about how I can provide guidance to help you achieve your financial goals. Call or email today.