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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Canadian Financial Planners Standards Council certified CFP(registrant#38094) and Canadian Institute of Financial Planning Registered Retirement Consultant(license number 117389) Professional with 13 years experience helping High net worth Canadians( investable asset 250K +)ensure never run out of money before and during retirement; and helping business owners accumulate more wealth in a tax efficient way.

Works 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

Introducing IG Wealth Management

Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.

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Investors Group

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