Business Details
27 Years
experience
Your Trusted Partner for Insurance and Financial Solutions
Citistar Financial stands as a recognized leader in the life insurance industry, dedicated to empowering advisors through a combination of elite training systems and comprehensive administrative support. Our growth-oriented culture fosters equity and excellence, enabling professionals to achieve unparalleled success in a competitive market. With a focus on market-leading expertise and coaching resources, we provide advisors with the tools necessary to overcome challenges and excel. Our commitment to detailed training programs ensures that every advisor gains mastery over industry fundamentals, from product knowledge to market dynamics. The administrative team delivers meticulous support, allowing advisors to concentrate on client care and professional development. This strategic approach has cultivated a corporate culture rooted in respect, innovation, and industry leadership.Advisors benefit from creative strategies that enhance financial security for Canadian families and businesses while navigating complex investment landscapes. Our proven track record of producing top-tier professionals underscores our position as one of Canada's premier Managing General Agencies. Through continuous refinement of our training methodologies and client-focused solutions, we maintain our reputation as a trusted partner in financial services. The testimonials from our advisors highlight the transformative impact of our programs, which have propelled careers and redefined industry standards. By prioritizing both personal growth and client satisfaction, we ensure that every professional within our network achieves their full potential.
Services
Life Insurance
Investments
Advisory Services
Insurance Trusts
Training Programs
Details
- Year established: 1999
Highlights and features
- Our elite training system develops industry-leading advisors through systematic, high-end education.
- Meticulous administrative services allow advisors to focus exclusively on client relationships and skill development.
- Growth-oriented corporate culture emphasizes equity, innovation, and professional respect.
- Proven track record of producing Top of the Table advisors within one year of joining.
- Comprehensive support includes market analysis, product expertise, and language proficiency training.
What people say
Top of the Table
Detailed training
Peace of mind
Core competitiveness
Consistent new agent training
Services
Life Insurance
Our life insurance solutions provide comprehensive coverage for family security and estate planning. Advisors receive specialized training in insurance trusts and wealth preservation strategies. We offer tailored policies that integrate seamlessly with broader financial plans to protect assets and ensure long-term stability for Canadian households.
Investments
Investment advisory services focus on building client portfolios through diversified financial instruments. Our programs teach advisors to navigate market complexities while creating tax-efficient strategies. The training emphasizes client trust-building through transparent investment approaches that align with individual financial goals and risk tolerance levels.
Advisory Services
Customized advisory solutions address income enhancement and risk management needs. Advisors learn to implement tax-sheltered insurance products that create lasting legacies. Our comprehensive approach combines insurance and investment expertise to develop holistic financial plans that adapt to evolving client circumstances and market conditions.
Training Programs
Structured training initiatives include role-play sessions and market analysis instruction. New advisors receive systematic education covering product knowledge, client communication, and industry regulations. The curriculum prepares professionals to achieve Top of the Table status through practical skills development and ongoing mentorship opportunities.
Administrative Support
Comprehensive administrative services handle policy processing and documentation requirements. This support system allows advisors to concentrate on client relationships while ensuring compliance with regulatory standards. The dedicated team manages day-to-day operations, providing peace of mind and operational efficiency for financial professionals.
People
Michael Yan
Founder & CEO
As founder, Michael Yan established Citistar Financial's vision for industry leadership through innovative training and support systems. He oversees strategic direction while maintaining commitment to advisor development and corporate growth in the Canadian financial services sector.
Cedric Zhang
General Manager - Ontario Region
Cedric Zhang leads Ontario operations with expertise in regional market dynamics. He implements Citistar's training programs while ensuring compliance with local regulations. His leadership focuses on expanding advisory networks and maintaining service excellence across Ontario locations.
Martin Que
Senior Vice-President Agency Development
Martin Que drives agency growth strategies nationwide. He develops partnerships with financial professionals while refining Citistar's competitive advantages. His initiatives focus on expanding market reach and enhancing advisor support systems across Canada.
Lessie Lei
Vice-President - Operations & CCO
Lessie Lei oversees daily operations and compliance frameworks. She ensures efficient policy processing while maintaining regulatory standards. Her leadership guarantees smooth administrative functions that support Citistar's expanding advisor network and client service commitments.
Cherry Chang
Vice-President - New Business & Policy Service
Cherry Chang manages new business development and policy administration. She streamlines onboarding processes for advisors while improving client service protocols. Her work focuses on maintaining Citistar's reputation for efficient, client-centered financial solutions and professional support.
Questions
What services does Citistar Financial offer?
We provide life insurance solutions, investment advisory services, and wealth management strategies. Our comprehensive training programs prepare advisors to deliver customized financial solutions for Canadian families and businesses.
How can I become an advisor with Citistar?
Contact our advisor relations team to begin the onboarding process. New advisors receive structured training, role-play sessions, and ongoing mentorship to develop industry expertise and client management skills.
What training programs are available?
Our systematic training includes market analysis, product knowledge, and client communication techniques. Role-play sessions and ongoing professional development help advisors achieve Top of the Table status within one year.
What administrative support do advisors receive?
Advisors benefit from dedicated policy processing, documentation management, and compliance assistance. This support system allows professionals to focus on client relationships while ensuring operational efficiency.
Which regions does Citistar serve?
We operate nationwide with offices in Vancouver, Markham, Edmonton, Calgary, and Montreal. Our advisors serve clients across Canada through localized market expertise and centralized support systems.
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Reviews (1)
Ona Zhang
Oct 03, 2017
Report
The worst firm. Yelling client on call. Never on time. Never admit mistake because "she work for this ten years long ". Gonna report to CPA.
