President Profile

Expertise, Experience, Integrity and Dedication and Prudent advise Drive to Our Success!

--- Our Business Practice tied with our Principles 

 

President, Wealth Coach

Chartered Life Underwriter

Chartered Financial Consultant

Top of the Table - MDRT

Wealth & Estate Planning Group

  

In spring of 2015, Shenglin Financial Group Inc. was recognized as the national Top Financial Planning firm at London Life Hawaii Leaders’ Conference for the business in year 2012 and 2013.  Up until Oct 2015, Shenglin Financial is again the Number One firm nationwide in Canada.

 

Great news came in Sept 2015 that Shenglin Financial made the spot on the Canadian Profit 500 positioning 163 up from 232 in year 2014. I pay my gratitude to all our staff and associates for their loyalty and dedication which harvested another mile stone in Shenglin Financial's 25 year health growth history.

 

Trophies and plaques recognized our success, at the mean time, they created more expectation and responsibilities for us as an industry leader.  On the stage receiving the trophy in Hawaii, I spoke on behalf of all leaders recognized at the conference:  It is not easy to reach the top, even more difficult to stay on top. At Shenglin Financial, we are striving for number one not only for business but number one on: expertise, integrity, following rules and regulations, keep clients’ interests always on top, help our industry grow healthily and our valued clients enjoy the peace of mind they deserve.

 

In 2010, together with industry leaders, we found Canadian Chinese Financial Consultants Association (CCFCA). I have been promoting the principal: self-discipline to strive to be the expert and do not promise if you cannot deliver.

 

25 years in the business, we have been accompanied with great growth. In 1999, Shenglin Financial was founded with a group of top advisors and a strong client service team.  In 2004, we moved in our own office building on Sheppard and Yonge, a commercial corridor in North York.  In the same year, we set up our representative office in Ottawa. In 2007, we established our Western Canada Office in Vancouver, BC. In 2014, Shenglin Financial evolved into Shenglin Financial Group Inc. with 14 associated financial service firms.

 

Today, Shenglin Financial is focused on the higher net worth individuals, high income professionals, corporate executives and medium or large business owners. We share ideas with clients, create strategies, implement solutions and help to ensure their personal and corporate financial houses in good order!  

 

 

 

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