Insurance Advisor
Current
Jan 2024 - Present
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Ming Chen Email & Phone Number
Senior Insurance Advisor (Senior Partner at Lavie Financial)
at
Lavie Financial
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Insurance Advisor (Senior Partner at Lavie Financial)
Location
Markham, Ontario, Canada
Who is Ming Chen? Overview
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Quick answer
Ming Chen is listed as Senior Insurance Advisor (Senior Partner at Lavie Financial) at Lavie Financial, based in Markham, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Ming Chen.
Ming Chen previously worked as Insurance Advisor at Lavie Financial and Founder at Xmcs. Ming Chen holds Bachelor Of Business Administration - Bba, Finance And Marketing from York University.
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Email format at Lavie Financial
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Lavie Financial
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Profile bio
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.
Current workplace
Ming Chen's current company
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6 roles
Ming Chen work experience
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Founder
Current
Xmcs
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.
Aug 2018 - Present
Real Estate Agent
Homecomfort Realty
Help client buy and sell residential and investment properties as part of the greater asset allocation strategies.
Aug 2016 - Sep 2024
Insurance Agent
Crius Financial Services Ontario Corp.
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.
Sep 2016 - Dec 2023
Financial Advisor
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.
Jun 2013 - Jun 2016
Mutual Fund Representative
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.
Jul 2009 - May 2012
2 education records
Ming Chen education
Bachelor Of Business Administration - Bba, Finance And Marketing
Cfa Charter Holder
Cfa Society Toronto
FAQ
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What company does Ming Chen work for?
Ming Chen works for Lavie Financial.
What is Ming Chen's role at Lavie Financial?
Ming Chen is listed as Senior Insurance Advisor (Senior Partner at Lavie Financial) at Lavie Financial.
Where is Ming Chen based?
Ming Chen is based in Markham, Ontario, Canada while working with Lavie Financial.
What companies has Ming Chen worked for?
Ming Chen has worked for Lavie Financial, Xmcs, Homecomfort Realty, Crius Financial Services Ontario Corp., and Td.
How can I contact Ming Chen?
You can use AeroLeads to view verified contact signals for Ming Chen at Lavie Financial, including work email, phone, and LinkedIn data when available.
What schools did Ming Chen attend?
Ming Chen holds Bachelor Of Business Administration - Bba, Finance And Marketing from York University.
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