Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm work email
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Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm personal email
I find a lot of fulfillment in educating, challenging, and empowering my clients to build and protect their wealth so they can have confidence in their personal and business financial position. I love working with my community through comprehensive holistic planning by understanding my clients needs, expectations, and priorities, and I treasure the stories behind each client. As your Financial Planner, I will ask some of life's toughest questions and help find strategies to protect you from the what-ifs in life. Comprehensive planning is a major part of ensuring your goals are met, as well as making sure what we have to offer is relevant and appropriate for you. I will work with you to plan for strategies in:✓ Wealth & Retirement management - RRSPs, TFSAs, Corporate Class accounts✓ Mutual funds✓ Segregated funds✓ Annuities✓ Critical illness insurance✓ Long term care insurance✓ Disability insurance✓ Life & Health insurance✓ Estate planning✓ Corporate life insurance✓ Group benefitsPlease feel free to use me as a resource. You can reach us at:778.783.4636sylvia.zheng@sunlife.comShaena Jennings, Service Associateshaena.m.jennings@sunlife.comI am a Sun Life Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Unicus Financial Services Ltd.
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Financial PlannerUnicus Financial Services Ltd. 2011 - PresentVancouver, Canada AreaAs a Financial Planner, my passion is working with people through individual analysis to achieve a truly personalized result. The first step in providing clear financial strategies is to understand your needs. As your financial planner, I will work closely with you on your goals and help you make informed financial choices, build your savings, and protect what you save against unexpected events. Let's plan together. Member of ADVOCIS - The Financial Advisors Association of Canada: www.advocis.ca
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Advisor, Sun Life FinancialSun Life 2011 - 2018 -
Financial AdvisorBni Ambition Apr 2012 - Dec 2014Vancouver, Canada AreaBNI is a professional marketing organization specializing in word-of-mouth referrals. We met every Tuesday to provide each other with quality referrals.I am a connector, please feel free to use me as a resource as I consistently work with a fantastic group of professionals!BNI’s proprietary business networking strategy, allows one person per business specialty in each chapter. In it’s simplest form, your fellow BNI members carry your business cards. When they meet someone who could use your product or service they pass along your card and share testimonial information about you. It’s like having a team of people working to promote your business.
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Account ManagerCity Ice Essentials Jan 2011 - Aug 2011Vancouver, British Columbia
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Project AssistantUbc Development Office 2009 - 2011Vancouver, Canada AreaReconnecting with UBC Alumni, encourage support for faculty priority projects.
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First Year DealerSouthwestern Company May 2008 - Aug 2008Ottawa, Canada AreaRelocated to Ottawa, ON for direct sales experience. Developed sales techniques and communication skills. Remitted over $35,000 in four months. Connected with more than 3,000 families one on one. Worked over 80 hours a week, six days a week. Managed time and executed all ordering, inventory, accounting, sales, and delivery of products.
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm Skills
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm Education Details
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Marketing -
Marketing
Frequently Asked Questions about Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm
What company does Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm work for?
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm works for Unicus Financial Services Ltd.
What is Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm's role at the current company?
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm's current role is CERTIFIED FINANCIAL PLANNER®, Sun Life | Unicus Financial Services Ltd.
What is Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm's email address?
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm's email address is sy****@****ife.com
What schools did Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm attend?
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm attended The University Of British Columbia, University Of New South Wales.
What skills is Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm known for?
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm has skills like Marketing, Holistic Financial Planning, Health Insurance, Life Insurance, Asset Allocation, Long Term Care Insurance, Building Relationships, Business Strategy, Group Insurance, Retirement Planning, Referrals, Direct Marketing.
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