Throughout my career, I have had the privilege to help many different people in a variety of circumstances find financial security.
I started in the industry at a smaller insurance company, worked my way to eventually moving to one of the big banks, and developed a strong foundation to help people with their finances.
Since then, I became an independent advisor, part of the WealthSeekers Team at Meritrust Financial, and I never looked back. With my past experience, and access to every major carrier in Canada, I have all the tools to help my clients with a truly diverse set of options where I can pick-and-choose specific items for everyone’s specific needs.
I am part of the top advisory team in Canada for Canada Life’s sales, I am part of the top team for investment loans from B2B bank, and I have been on the list of top advisors in my team at Meritrust Financial for the last 5 years.
I love showing people opportunities and providing solutions to improve their lives, and helping their loved ones. I understand the in’s and out’s of life insurance and investment options for Canadians.
In today’s world of increasing cost of living, without matching increase in salaries, I will help you get ahead of the curve. There’s no point in being just average.
Feel free to call me if you have one question or many. I’m always free for a chat.
-Alan Yu
