About Citistar Financial
Professional multi-institutional insurance and financial advisors dedicated to providing comprehensive protection and long-term wealth planning for individuals and corporate clients
Our Mission and Vision
Citistar Financial (Orient Financial) has always adhered to the service philosophy of "Customer-Centric" since its establishment. Through in-depth cooperation with several leading financial institutions, we provide tailored insurance and financial solutions for individuals, families, and business clients in Ontario and British Columbia. We understand that every client's financial situation, family structure, and future plans are unique. Therefore, our advisory team does not simply push products but instead deeply understands your needs, selects the most suitable solutions from the market, and ensures your coverage is comprehensive and efficient. Comprehensive insurance and financial planning solutions — this is not only our promise but also our daily guiding principle in serving clients.
Our Core Values
Professional Integrity
Serve every client with the highest professional standards and ethics, transparent information, and objective advice.
Customer First
Prioritize the long-term interests of clients over short-term sales goals, building genuine long-term relationships.
Comprehensive Protection
Cover insurance and financial planning needs at all life stages, from young families to retirement planning, providing one-stop solutions.
Localized Service
With offices in Ontario and British Columbia, offering bilingual services in English and Chinese for smoother communication.
Continuous Education
Continuously enhance professional knowledge to help clients understand insurance and financial planning, making informed financial decisions.
Long-term Partnership
Follow up after plan implementation, adjusting and optimizing coverage as your life stages change.
The Unique Advantages of Choosing Citistar Financial
What sets us apart is the way we create value for you
Multiple Institution Collaboration, Greater Freedom of Choice
We collaborate with over 10 leading financial institutions, not limited to a single company, enabling us to match you with the most cost-effective solutions from a broader product pool.
Bilingual in Chinese and English, Zero Communication Barriers
Our advisory team is fluent in both Chinese and English, allowing in-depth communication about insurance terms and financial planning details in the language you are most comfortable with, ensuring you fully understand every decision.
Local Offices in Two Provinces, More Convenient Service
We have physical offices in Markham (Ontario) and Vancouver (British Columbia), where you can meet in person, or opt for phone or video consultations, providing flexibility and convenience.
One-on-One Customized Solutions
Every client receives personalized service from a dedicated advisor, from initial needs assessment to implementation of the plan, with one-on-one support throughout, avoiding assembly-line approaches.
Our Development History
Founded Oriental Financial Services
Citistar Financial was officially established in Canada, dedicated to providing professional insurance and financial services to the Chinese community.
Expanded Partnership Network
Gradually established partnerships with many leading insurance companies and financial institutions, significantly enhancing the breadth and depth of product options.
Opened British Columbia Office
To meet the needs of clients in Vancouver and Greater Vancouver, Citistar Financial set up a second office in British Columbia.
Serving Two Provinces, Growing Continuously
Centered around Markham and Vancouver, continuously expanding service scope to provide comprehensive insurance and retirement planning solutions for more families and businesses.
Meet Our Team
Learn about our team of professional advisors, including senior advisor Joyce Song (宋丽) and her team members.