About Le Chi Financial Wealth Management

Toronto Certified Financial Planner

Le Chi Financial Wealth Management

I have been in the financial planning professional for over 10 years and enjoyed every moment of it. Prior to opening my own financial planning company, I was the top 3 consultants at Sun Life Financial for 3 consecutive years and later managed my own team. During my tenure at SLF, I was an integral part of outlining a client’s journey from the start of their career until retirement, helping clients achieve financial freedom.

I left SLF in 2018 to pursue another passion of mine. My wife and I were able to build a successful online fitness business while traveling the world. I stayed active in the financial services industry throughout this time and in 2019, was part of a FINTECH start-up company called Planly. As I’ve seen from the inside of the financial services industry, many people don’t have access to quality financial advice; with advisors pushing their own agendas on their clients. Planly’s mission was to provide all Canadians with access to unbiased advice to set them up for long-term financial success. We entered Planly into the Co.Labs competition for start-up tech companies and took down 1st place!

While this was a valuable experience, I realized I wanted to once again be in a position where I was helping clients directly. Understanding a client’s needs, providing them with unbiased education, and setting them up in the best way to achieve their goals is what I enjoy most. By opening up my own business, I was able to source out the best financial solutions for my clients so my clients would not have to go look for them. Whether you’re looking for advice on your mortgage, investment, insurance, or real estate, I would be able to help you out on all fronts. My mission is to help as many people as possible with their finances so that they can enjoy the other aspect of life.

Serving clients across Oakville, North York, Etobicoke, East York, Downtown Toronto, Leslieville, Cabbagetown, Roncesvalles, The Junction, The Danforth, Toronto, High Park, The Beaches, Hamilton, Markham, Pickering and the surrounding areas.

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