Business Details
Your Trusted Partner for Financial Advisory Solutions
Citistar Financial is a leading Managing General Agent (MGA) in Canada, dedicated to empowering financial advisors through a robust system of support, cutting-edge training, and comprehensive administrative services. Since our inception, we have focused on elevating industry standards by providing advisors with the tools and knowledge needed to excel in a competitive market. Our systematic approach to training ensures that advisors master essential skills in product knowledge, market dynamics, and client communication, enabling them to deliver exceptional service. With a corporate culture rooted in respect, innovation, and collaboration, we prioritize the growth and success of our team while maintaining a client-centric focus.Our administrative team ensures seamless operations, allowing advisors to concentrate on building relationships and expanding their expertise. Recognized for our commitment to excellence, we have helped numerous advisors achieve top industry accolades within their first year. Our mission is to foster a community of professionals who embody integrity, competence, and dedication to financial advisory excellence.
Services
Life Insurance
Insurance Trusts
GIC
RESP
TFSA
RRSP
IFA
IRP
LLQP Training
Highlights and features
- We offer a systematic training program covering market, product, and language essentials.
- Our administrative team ensures seamless operations and peace of mind for advisors.
- We have helped advisors achieve Top of the Table status within their first year.
- Our corporate culture emphasizes respect, innovation, and collaboration.
- We provide detailed role-play sessions to enhance industry understanding and client interactions.
What people say
Detailed training
Strong support
Confidence boost
Top MGA
Role-play sessions
Services
Life Insurance
Citistar Financial offers comprehensive life insurance solutions tailored to protect families and secure financial futures. Our advisors provide expert guidance on policy selection, coverage optimization, and estate planning. With a focus on client education, we ensure informed decisions that align with long-term financial goals.
Insurance Trusts
Our insurance trust services help clients structure policies for tax efficiency and asset protection. Advisors specialize in creating customized trust frameworks to manage inheritance and minimize legal complexities. This service ensures seamless wealth transfer while complying with regulatory standards.
LLQP Training
Citistar Financial's LLQP (Life License Qualification Program) training equips advisors with in-depth industry knowledge and practical skills. The curriculum covers product specifics, compliance, and client communication strategies. Graduates gain confidence to deliver high-end advisory services and achieve professional growth.
RESP Planning
We provide Registered Education Savings Plan (RESP) solutions to help families save for post-secondary education. Advisors offer personalized strategies to maximize government grants and investment growth. Our approach simplifies education funding while ensuring long-term affordability.
TFSA Management
Citistar Financial's TFSA (Tax-Free Savings Account) services focus on optimizing tax-advantaged savings for diverse financial goals. Advisors design strategies to enhance portfolio growth and liquidity. This service supports clients in achieving short- and long-term financial milestones efficiently.
People
Michael Yan
Founder & CEO
Michael Yan founded Citistar Financial with a vision to revolutionize financial advisory through innovation and support. His leadership drives the company's mission to empower advisors and clients alike.
Cedric Zhang
General Manager - Ontario Region
Cedric Zhang oversees Ontario operations, ensuring regional advisors receive tailored support and resources. His expertise enhances Citistar's market presence and service delivery.
Martin Que
Senior Vice-President Agency Development
Martin Que leads agency development, focusing on strategic growth and advisor success. His initiatives strengthen Citistar's industry leadership and competitive edge.
Lessie Lei
Vice-President - Operations & CCO
Lessie Lei manages compliance and operations, ensuring ethical practices and administrative excellence. Her work provides advisors with a secure foundation for business growth.
Cherry Chang
Vice-President - New Business & Policy Service
Cherry Chang drives new business initiatives and policy service innovations. Her strategies enhance client satisfaction and streamline insurance processes for advisors.
Questions
What financial services does Citistar Financial offer?
Citistar Financial provides life insurance, investment products (GIC, TFSA, RRSP), education savings plans (RESP), and specialized training for advisors.
How does Citistar support financial advisors?
We offer systematic training, administrative services, and market expertise to help advisors grow their businesses and client relationships.
Are there training programs for new advisors?
Yes, our LLQP training includes role-play sessions and comprehensive curriculum to prepare advisors for industry success.
What areas does Citistar serve in Canada?
Citistar Financial operates in Vancouver, British Columbia, and Ontario, supporting advisors nationwide.
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