Richie Yu, Financial Advisor

10/05/2025

07/07/2025

Need Travel insurance? credit card coverage not sufficient? had a bad experience? Let me guide you and find the best coverages available to meet your needs.

Give me a call or email at
437-972-3328
OR
[email protected]
(https://www.thebig.ca/richie)

01/08/2025

Discover new self-serve features in your Online Services account! Stay up to date with message notifications about your billing, which are conveniently displayed in your account with easy access. Our new features allow you to update your payment method, card information, banking information, and transaction payment draw date online. Access Online Services today! https://bit.ly/3PpWHRP
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12/18/2024

If there was an investments all-star team, segregated funds would captain the squad. What stands out about their game? As true two-way players, they put your portfolio on offence with the potential for market gains, and defend your principal investment from market drops. Ready to draft them into your financial lineup? Let’s talk.

12/16/2024

“Life Insurance? What kind of gift is that?” Your kids might be saying that now, but in
time, they’ll learn to appreciate what they once considered the “worst gift ever”. When bought early, Life insurance will have lower premiums and will allow for more time to grow in value. Talk to us today and give the gift of a secure future.

12/11/2024

Why risk it? Not only do segregated funds offer growth potential, but they also come with guaranteed protection. Your principal investment is safe, no matter how markets behave. It’s like sailing with a stable and secure anchor, even when the waters get rough. Your investment stays grounded while you navigate toward growth. Let’s chart a safe course for your future. Talk to us today.

11/30/2024

It’s time for us to celebrate the small businesses that make up our communities — those shops that help brighten up every neighbourhood. Tag your favourite local business in the comments below.

11/27/2024

We admit it. When it comes to finances, we get personal. We want to know it all – your priorities; your worries; your bucket list. With an honest convo, we can truly tailor a plan to you. Maybe that plan includes investments like segregated funds? Or accounts like TFSAs? Or another solution? We’ll only know when we know you. So let’s get personal!

11/20/2024

They’re up. They’re down. They’re back again. Tracking the financial markets can leave your head spinning. You may wonder, “Are any investments safe?” Actually, yes! Take segregated funds, for example. They guarantee a portion of your principal investment even if markets fall. We can help it all make sense.

11/16/2024

To avoid potential mail delays or disruption, sign-in or register for Online Services. Go Paperless to access your documents online including printing liability slips and updating your payment information. Sign in or register here: https://bit.ly/3Z5MiQT