Penny Zhao, Financial Security Advisor & Investment Representative

Penny Zhao, Financial Security Advisor & Investment Representative I believe helping clients achieve their goals takes careful planning.

I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help th

em withstand these risks regardless of when they might occur. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes:
- Gaining a clear understanding of my clients’ goals and dreams
- Analyzing their situation and identifying gaps
- Building a financial security plan to help them achieve their short- and long-term goals
- Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs

Sometimes life insurance could be confusing. Make sure you ask an advisor before getting into something you don't know f...
08/31/2022

Sometimes life insurance could be confusing. Make sure you ask an advisor before getting into something you don't know for sure.

Which kind of insurance is right for your needs? Speak with an advisor to learn more about which may be right for you: http://ow.ly/XbRH50Kx0mX

Emergencies such as the pandemic
07/19/2022

Emergencies such as the pandemic

Having an emergency fund can help you be prepared for the unexpected. Here's how much experts recommend you should be setting aside as a financial safety net: http://ow.ly/FTbA50JYwS0

06/10/2022
09/16/2020

For life as you know it

05/13/2020

Whether you’re looking to reschedule, or cancel altogether, these resources can help you protect the money you’ve already put down.

This would be a perfect time for your financial planning "cleaning"!
04/29/2020

This would be a perfect time for your financial planning "cleaning"!

Spring cleaning tips that will help you get organized and save.

Waiting can be costly. Contact me if you have questions.
04/21/2020

Waiting can be costly. Contact me if you have questions.

Learn why critical illness insurance is important and how it can benefit you.

Do you want to be 4 times richer?
01/21/2020

Do you want to be 4 times richer?

Financial security advisors can help explain financial choices without using complicated terminology. Using this tool, you can find an advisor in your area.

01/03/2020

It may not be easy but you can do it! 💪

Feel free to contact me if you have any questions
11/26/2019

Feel free to contact me if you have any questions

When it comes to buying life insurance, it’s important to know your options. Of course, you’ll want to understand how long your insurance will last, how much it will cost and what it will cover. However, it can be challenging to pick between all the different options. We’ve put together this s...

11/02/2019

Financial Literacy Month is the perfect time to start planning for your future, how will you participate?

Address

Metrotower 3, 2000/4730 Kingsway
Burnaby, BC
V5H0C6

Telephone

778-865-3225

Website

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