Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm

Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm Email and Phone Number

CERTIFIED FINANCIAL PLANNER®, Sun Life | Unicus Financial Services Ltd @
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm's Location
Vancouver, British Columbia, Canada, Canada
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm's Contact Details

Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm work email

Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm personal email

n/a
About Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm

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.

Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm's Current Company Details
Unicus Financial Services Ltd.

Unicus Financial Services Ltd.

CERTIFIED FINANCIAL PLANNER®, Sun Life | Unicus Financial Services Ltd
Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm Work Experience Details
  • Unicus Financial Services Ltd.
    Financial Planner
    Unicus Financial Services Ltd. 2011 - Present
    Vancouver, Canada Area
    As 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
  • Sun Life
    Advisor, Sun Life Financial
    Sun Life 2011 - 2018
  • Bni Ambition
    Financial Advisor
    Bni Ambition Apr 2012 - Dec 2014
    Vancouver, Canada Area
    BNI 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.
  • City Ice Essentials
    Account Manager
    City Ice Essentials Jan 2011 - Aug 2011
    Vancouver, British Columbia
  • Ubc Development Office
    Project Assistant
    Ubc Development Office 2009 - 2011
    Vancouver, Canada Area
    Reconnecting with UBC Alumni, encourage support for faculty priority projects.
  • Southwestern Company
    First Year Dealer
    Southwestern Company May 2008 - Aug 2008
    Ottawa, Canada Area
    Relocated 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

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 Customer Service Marketing Strategy Sales Strategic Financial Planning Small Business Investments Insurance Financial Services Finance Financial Advisory Mutual Funds Employee Benefits Analysis Financial Planning Retirement Disability Insurance Estate Planning Critical Illness

Sylvia Zheng, Cfp®, Clu®, Chs™, Bcomm Education Details

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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