I have been working as a Financial Advisor in the city of Toronto for 23 years. My journey in this industry began in 2002 with Clarica Insurance Company, which was later acquired by Sun Life Insurance Company. From the very beginning, I have committed myself to providing professional and trustworthy financial guidance for every client I serve.
Two years into my career, I made the decision to move beyond the traditional insurance agency system and became an independent insurance broker. Over the years, I have not only served a wide range of clients from different backgrounds, but also took on management roles within the industry. In 2018, I joined Desjardins Financial Security Independent Network (DFSIN), marking a new and exciting chapter in my career.
Today, I operate under the Accelerator Channel of DFSIN. This channel offers a distinct advantage compared to traditional agency or career channels, as it allows me greater flexibility, independence, and access to a wide variety of financial products. Rather than being limited to in-house offerings, I can recommend solutions that are truly tailored to each client's unique needs and goals. This means I am not here to simply sell products—I am here to serve my clients' best interests.
To me, this profession is more than just a job—it is a lifelong responsibility and commitment. I will never walk away from this industry because I carry the responsibility of caring for every one of my clients. They are not just clients—they are my dear friends. It is their trust and unwavering support that have kept me going all these years, and for that, I am deeply grateful.
I will continue to stand by my clients, offering support through every important financial decision they face. I know they need me—and I will always be here for them.
Anthony Yeung