Yong Zhang

Yong Zhang

 

Financial Security Advisor, Advisor in Group Insurance and Group-Annuity Plans, Mutual Funds Representative

Investors Group Financial Services Inc.
Financial Services Firm

Investors Group

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About —

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I have received my Certified Financial Planner designation through the Financial Planners Standards Council (registrant#38094), as well as my Registered Retirement Consultant designation through the Canadian Institute of Financial Planning (license number 117389). I am a professional with 14 years experience helping high net worth Canadians (investable assets 500K +) make their money last before and during retirement; as well as helping business owners accumulate more wealth in a tax efficient way.

I work with numerous small business in the private sector and several non-profit organizations for the design and implementation of cost effective health insurance plans for diverse employee groups.



Areas of work: Group Health Insurance for Employees

Investment, Tax Planning and Retirement Planning

Individual Insurance: life, disability, long-term care, critical illness

See your income in retirement

With the help of an IG Advisor, you can find out your monthly income in retirement.

general inquiries —

8250 Decarie Blvd., Suite 200
Montreal, QC H4P 2P5

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Investors Group

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