Vanstar Financial Inc. was established by prominent financial advisor and senior wealth coach ,Ms Susan Fu in 2008.
Ms Susan Fu, CFP, MBA, is Top of the Table member of Millions Dollar Round Table (MDRT). With more than 15 years extensive wealth management experience under her belt, Ms Fu has in-depth knowledge of insurance, investment, taxation and government benefits. For six consecutive years, Ms Fu was recognized as the 1st place of Investment Award of Excellence at Portfolio Strategies Richmond Henry Liao branch, Platinum Conference Qualifier with Canada Life, Member of Strategic Partner Program at Sun Life and Member of Elite Program at Manulife.
As a financial services firm, Vanstar Financial’s area of expertises include tax planning,risk management,investment planning, insurance planning,retirement planning and estate planning.We have also built a strong network of outside experts and professionals, including accountants, tax experts and lawyers to ensure we provide well rounded advice and top notch solutions.
Over the years,Vanstar Financial has successfully helped affluent and established clients build and preserve their wealth, and pass it on to the generations that follow. We ensure that our financial solutions are tailored to reflect each client’s specific circumstances. We build long-term relationships with our clients by helping them develop solid financial strategies and reach their financial goals.
Our high profile clientele includes investor immigrants, high net-worth individuals,successful entrepreneurs, corporate executives, professionals and business owners. Vanstar Financial has been highly recognized by the Canadian main stream and Chinese community for our expertise and professionalism.
COLLECTION OF PERSONAL INFORMATION
Personal Information is information about you that identifies you as an individual, for example, your name, address, e-mail address, or telephone number.
We collect information that you voluntarily provide to us through responses to surveys, search functions, questionnaires, feedback and the like. We may also ask you to provide additional information such as your e-mail address if you want to obtain additional services, information, participate in a contest or to resolve complaints or concerns.
HOW DOES COMPANY USE INFORMATION GATHERED ABOUT ONLINE VISITORS?
Before forwarding us any personal information, please be advised that any information gathered on our Sites may be used in the aggregate for research and development relating to our Sites and/or for future site development and, if you ask us to, to send you promotional materials. In particular, we may use information gathered about you for the following purposes: to monitor interest in our range of products and to assist us to tailor the content of our Sites to your needs by collecting information about your preferences through tracking of patterns page views on our Sites; to create a profile relating to you in order to show you the content that might be of interest to you and to display the content according to your preferences; and, in circumstances where you have indicated that you wish to receive additional information, to send you information about us and promotional material about our products together with details of any offers we may have available from time to time.
PROMOTIONAL AND INFORMATIONAL OFFERS
With the permission of an online visitor, information submitted at the time of submission may be used for marketing and promotional purposes by the Company provided notice of this fact is made available online. If a visitor objects to such use for any reason, he/she may prevent that use, either by e-mail request or by modifying the registration information provided. The Company uses reasonable efforts to maintain visitors’ information in a secure environment. If you have submitted personal information and want to change it or opt-out, please contact us as described below.
DISCLOSURE OF INFORMATION
The Company, in common with many web site operators, may use standard technology called “cookies” on its Sites. Cookies are small data files that are downloaded onto your computer when you visit a particular web site. You can disable cookies by turning them off in your browser; however, some areas of the Sites may not function properly if you do so.
PROTECTION OF CHILDREN ONLINE
The Company considers the protection of children’s privacy, especially online, to be of the utmost importance. We do not knowingly collect or solicit personal information from children nor do we allow them to request information through, our Sites or help-seeking information lines.
PROTECTION OF INFORMATION
Our Commitment to Security
We have put in place physical, electronic, and managerial procedures to safeguard and help prevent unauthorized access, maintain data security, and correctly use the information we collect online. The Company applies security safeguards appropriate to the sensitivity of the information, such as retaining information in secure facilities and making personal information accessible only to authorized employees on a need-to-know basis.
Storage of Information