Ming Chen Email and Phone Number
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.
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Insurance AdvisorLavie Financial Jan 2024 - PresentMarkham, Ontario, Canada -
FounderXmcs Aug 2018 - PresentMarkham, Ontario, CanadaHelp 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.
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Real Estate AgentHomecomfort Realty Aug 2016 - Sep 2024Toronto, Ontario, CanadaHelp client buy and sell residential and investment properties as part of the greater asset allocation strategies.
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Insurance AgentCrius Financial Services Ontario Corp. Sep 2016 - Dec 2023Markham, Ontario, CanadaHelp 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.
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Financial AdvisorTd Jun 2013 - Jun 2016Toronto, Ontario, CanadaAs a financial advisor in TD branch, I work to advise clients on a variety of products including investment options, lending choices and banking products. -
Mutual Fund RepresentativeTd Jul 2009 - May 2012Toronto, Ontario, CanadaAdvise 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
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Finance And Marketing -
Cfa Society TorontoCfa Charter Holder
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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