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Invest in Your Future

Jennifer Chen

As an independent Financial Planner, Jennifer Chen provides holistic plannings with an unbiased perspective, and sources the optimal products for the clients' needs from over 30 companies, including all the major banks, insurance and mutual fund companies.

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CFP® | CLU® | Schulich MBA | PKU MBA

Languages spoken: English, Mandarin

Phone: 1-416 939 8799

Email: cycy.jennifer@gmail.com

Address: 80 Tiverton, Markham, ON L3R 04G

Jennifer Chen a Certified Financial Planner CFP
From youth to retirement, your asset management needs different strategies. We are always here for you.

Let's work together

With your determination and our insight, we will develop a customized plan to help you make informed decisions and achieve your financial goals.

Throughout this journey, we aim to empower your financial future, leading to a happier and wealthier life for you and your loved ones.

“Testimonials provide a sense of what it's like to work with you or use your products.
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Alexa Young, CA

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Working with our best partners

Mutual fund

Leading mutual fund companies from which we carefully select high-quality funds to meet your investment goals.
Leading mutual fund companies from which we carefully select high-quality funds to meet your investment goals.

Insurance

Reputable insurance companies with whom we collaboratively design comprehensive protection and estate planning strategies tai
Reputable insurance companies with whom we collaboratively design comprehensive protection and estate planning strategies tai
Reputable insurance companies with whom we collaboratively design comprehensive protection and estate planning strategies tai

Stay Informed

Stay Informed

First Home Saving Account Explained
First Home Saving Account Explained

A First Home Savings Account (FHSA) is a registered plan that provides potential first-time home buyers with the opportunity to save money...

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Top 7 Sources of Retirement Income in Canada
Top 7 Sources of Retirement Income in Canada

One of the big questions many people have before retirement is whether they’re going to have enough money to ...

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Where Do You Pay Income Tax When You Retire Abroad
Where Do You Pay Income Tax When You Retire Abroad

We’re thinking about moving to Mexico full-time when we retire. Where would we pay income tax on our monthly Canadian pensions?

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Location

Markham, ON

 

Phone: 1-416 939 8799

Email: cycy.jennifer@gmail.com

Address: 80 Tiverton Ct, Markham, ON L3R 0G4, Canada

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© 2035 by ACHIGO Group

Phone: 1-416 939 8799

Email: cycy.jennifer@gmail.com

Address: 80 Tiverton, Markham, ON L3R 04G

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