What can we help you with?
Irene Sham
CIP , CLU®
Financial Planner*
Mutual Fund Investment Specialist**
Thank you for visiting our website. Our agency is conveniently located at 2010 Sheppard Ave E., North York, ON.
I am dedicated to providing my clients with quality insurance products and value added service. My goal is to establish a successful partnership with all my clients and help them build an insurance portfolio that meets their needs.
Originally from Hong Kong, I immigrated to Canada in 1975. I graduated with a degree in Economics and Mathematics from York University. I have worked in the insurance industry for 22-years and received my Chartered Insurance Professional designation in 1997.
I operate under the philosophy that my clients’ best interests must be paramount at all times. This philosophy is guided by my five principles:
- Focus on clients
- Conduct fair and ethical practices
- Be dedicated to excellence
- Have trust in others
- Share ownership, accountability and responsibility
Our team of professional staff is eager to serve you. We offer all lines of insurance, and our specialists can customize your insurance portfolio to meet your specific needs. We review our clients' portfolios annually to ensure their coverage still meets their needs. Our office can assist you in English, Cantonese and Mandarin.
Give us a call today!
Location
North York
Email
Annabelle Ilar-Newbold
Associate Insurance Agent
Annabelle joined the team in 2019. Her background in manufacturing, finance, and insurance has made her an invaluable asset. She is fluent in Filipino (Tagalog) and English. In her spare time, she teaches English and is active in church.
Location
North York
Email
Cindy Cai
CHS , CLU®
Associate Financial Planner*
Mutual Fund Investment Specialist**
Cindy, an Associate Financial Advisor, has achieved her CLU and CHS designations. She offers comprehensive risk-management and financial planning advice. With over five years of experience in the industry, her focus is on creating solutions to help clients minimize risk and maximize income. She is fluent in English and Mandarin. In her down time, she loves to travel, explore the outdoors, and spend time with friends.
Location
North York
Email
Yeena Park
Associate Insurance Agent
Yeena is a fully licensed Associate Financial Advisor. She joined the team since 2015. Along with her focus on service and sales, she is our office manager. Yeena likes the office environment to have a positive energy at all times. She enjoys hiking with her children and listening to music in her spare time. She can help you in Korean and English.
Location
North York
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.