About Us

Invesist Financial

Invesist Finance is a qualified asset management company in Canada, with insurance, funds, tax and other comprehensive financial services as its main business. Invesist Financial Chichuang was founded in 2017. The company is committed to providing professional wealth management products, insurance products and tax strategies to Chinese people in Canada. One-stop service will make your life in Canada more worry-free.

Remember The Past

Since 2007

The founder of Invesist Financal Inc., Crist Dai, she studied in Canada in 2000 and graduated with a Bachelor of Economics and Finance from York University in 2006. Since then, Ms. Dai has joined Desjardins Insurance in year 2007 as a financial consultant, which is the fifth largest insurance company in Canada. With her personal expertise and understanding of the new generation, she has developed a comprehensive financial plan for young professional families and Chinese immigrants, as well as the fiscal and tax planning for each family and company. 

 

Core Business

Our Services

The following year, she won the Chairman’s Award with her outstanding performance. After many years of experience and continuous improvement, Ms. Dai has become a registered global health insurance expert MDRT member as early as 2016. In the same year, she was also invited to join Oriental Financial, the largest Chinese insurance agent in Canada, as a team sales manager.

The founder of Invesist Financal Inc., Crist Dai, she studied in Canada in 2000 and graduated with a Bachelor of Economics and Finance from York University in 2006. Since then, Ms. Dai has joined Desjardins Insurance in year 2007 as a financial consultant, which is the fifth largest insurance company in Canada. With her personal expertise and understanding of the new generation, she has developed a comprehensive financial plan for young professional families and Chinese immigrants, as well as the fiscal and tax planning for each family and company. 

The following year, she won the Chairman’s Award with her outstanding performance. After many years of experience and continuous improvement, Ms. Dai has become a registered global health insurance expert MDRT member as early as 2016. In the same year, she was also invited to join Oriental Financial, the largest Chinese insurance agent in Canada, as a team sales manager.