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Sylvia Zheng, BComm, CFP , CLU , CHS

Honest guidance and tailored financial plans for every life goal.

5(5 reviews)
financial-advising
$$$
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About

Sylvia Zheng, BComm, CFP , CLU , CHS offers trusted financial guidance in Vancouver. Clients describe her as honest, reliable and patient, delivering clear plans that save taxes, support a down payment, retirement funding, RESPs, and appropriate insurance. She presents diverse investment and insurance options without pressure, always listening to life goals and staying responsive.

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Location

1508 W Broadway #701, Vancouver, BC V6H 3G7, Canada

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Services

Financial Planning

Personalized strategies for retirement, savings, and wealth management tailored to your life goals.

Life Insurance

Expert advice and options for life insurance coverage to protect your family and assets.

Critical Illness Coverage

Comprehensive plans to safeguard against critical illnesses and financial hardships.

Investment Management

Access to a variety of investment options to grow your portfolio and achieve financial targets.

Tax Reduction Strategies

Guidance on tax-efficient planning to minimize liabilities and maximize savings.

RESP Setup

Assistance with Registered Education Savings Plans to fund future education expenses.

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