Meet Our Professional Advisory Team
Experienced, professional, attentive — Citistar Financial team is dedicated to providing each client with the highest quality insurance and financial consulting services
Chief Advisor Introduction
Joyce Song（宋丽）
Insurance and Financial Planning Advisor | Financial Consultant
Joyce Song（宋丽）is Citistar Financial's Chief Insurance and Financial Planning Advisor, with over twenty years of experience in insurance and financial planning. She holds a professional license issued by the Financial Services Regulatory Authority of Ontario (FSRA) and has established partnerships with several leading insurance and investment institutions. Joyce focuses on providing bilingual professional services in Chinese and English to the Chinese community, covering comprehensive protection areas such as personal life insurance, critical illness insurance, retirement planning, and education funds. She is committed to helping each client achieve financial security and life goals through professional needs analysis and customized solutions, always prioritizing the long-term interests of her clients.
Citistar Financial Advisory Team
Professional Insurance and Financial Planning Service Team
Citistar Financial's advisory team consists of experienced, licensed insurance and financial planning advisors. The team members are fluent in Chinese and English, deeply understand the cultural background and financial needs of the Chinese community, and can provide professional advice in a manner that is most relatable to clients. The team has offices in Markham, Ontario, and Vancouver, British Columbia, ready to offer face-to-face consultations or remote services to clients in both provinces.
Our Team's Professional Qualifications and Capabilities
Citistar Financial team serves you with professionalism, integrity, and comprehensive knowledge
- Ontario FSRA Licensed Insurance Advisor
- Authorized by the British Columbia Financial Services Authority
- Bilingual Consultation Services (English and Chinese)
- Partnerships with over 10 Financial Institutions
- Professional Qualifications in Personal Life Insurance and Investment Products
- RESP Education Fund Specialist Advisor
- Group Insurance and Employee Benefits Expert
- Retirement Planning and Annuity Professional Qualifications
- Ongoing Professional Development and Training Certification
- Professional Commitment to Client Privacy Protection
What Sets Our Team Apart
At Citistar Financial, we believe that the best advisors are not just those who sell products, but financial partners who truly understand client needs, provide objective advice, and accompany you throughout your entire life journey. Our team has been deeply involved in the Canadian Chinese community for many years, understanding the unique challenges and opportunities faced by new immigrants, international student families, small business owners, and others. We are committed to answering your questions and creating tailored solutions with the most caring and professional approach.
20+
Years of Experience
1000+
Number of Clients Served
100%
Licensed Professional Advisors
Dual Provinces
Localized Service
Customer Testimonials for Our Team
Schedule a Meeting with Our Professional Advisors
Whether you're in Ontario or British Columbia, Citistar Financial's professional advisors are ready to provide you with personalized one-on-one consultations.