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

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

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Investors Group

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