Ming Chen

Ming Chen Email and Phone Number

Senior Insurance Advisor (Senior Partner at Lavie Financial) @ Lavie Financial
Ming Chen's Location
Markham, Ontario, Canada, Canada
About Ming Chen

Experienced Financial Advisor | Life Insurance Specialist | Wealth & Estate Planning AdvisorWith over 15 years of experience in investment and insurance planning, I specialize in helping families and businesses design tailored asset allocation strategies that align with their financial goals. My expertise in life insurance planning spans across various stages of wealth-building, ensuring my clients not only protect their assets but also maximize tax-efficient growth and generate sustainable cash flows for generations to come.I work closely with high-net-worth individuals, corporate owners, and families to leverage life insurance as a key tool in building tax-efficient investment portfolios. Whether it’s securing retirement funding, optimizing estate planning, or safeguarding wealth, my goal is to empower clients with strategies that provide long-term financial stability and success.Passionate about making complex financial concepts accessible, I aim to craft personalized solutions that deliver both protection and growth, balancing stability and opportunity.If you're seeking expert guidance on life insurance strategies, asset protection, or wealth management, let’s connect to discuss how I can help you achieve your financial objectives.

Ming Chen's Current Company Details
Lavie Financial

Lavie Financial

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Senior Insurance Advisor (Senior Partner at Lavie Financial)
Ming Chen Work Experience Details
  • Lavie Financial
    Insurance Advisor
    Lavie Financial Jan 2024 - Present
    Markham, Ontario, Canada
  • Xmcs
    Founder
    Xmcs Aug 2018 - Present
    Markham, Ontario, Canada
    Help promote financial education to primarily enhance the financial well being of the mid to high networth family through online media platforms such as youtube, wechat ect. Work with coworkers in a variety of financial fiels including talents from investment, lending, insurance and tax industries.
  • Homecomfort Realty
    Real Estate Agent
    Homecomfort Realty Aug 2016 - Sep 2024
    Toronto, Ontario, Canada
    Help client buy and sell residential and investment properties as part of the greater asset allocation strategies.
  • Crius Financial Services Ontario Corp.
    Insurance Agent
    Crius Financial Services Ontario Corp. Sep 2016 - Dec 2023
    Markham, Ontario, Canada
    Help clients design and implement investment and insurance strategies to grow wealth and protect their assets. Tax efficient investment vehicles such as TFSA, RRSP, RESP, Life insurances, Illness insurances and disability insurances.
  • Td
    Financial Advisor
    Td Jun 2013 - Jun 2016
    Toronto, Ontario, Canada
    As a financial advisor in TD branch, I work to advise clients on a variety of products including investment options, lending choices and banking products.
  • Td
    Mutual Fund Representative
    Td Jul 2009 - May 2012
    Toronto, Ontario, Canada
    Advise clients from TD Bank on their investment choices, primarily in bank provided mutual funds and guaranteed investment products such as market growth GICs. Working knowledge of tax efficent accounts such as TFSA, RRSP, RESP ect. An investment specialist.

Ming Chen Education Details

Frequently Asked Questions about Ming Chen

What company does Ming Chen work for?

Ming Chen works for Lavie Financial

What is Ming Chen's role at the current company?

Ming Chen's current role is Senior Insurance Advisor (Senior Partner at Lavie Financial).

What schools did Ming Chen attend?

Ming Chen attended York University, Cfa Society Toronto.

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