About Us

Citistar Financial was founded In 1999. Since then, our advisors have been dedicated to providing tailored financial security solutions and strategies to Canadian families and businesses.

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Our Story

Citistar Financial is one of Canada’s top financial services marketing companies and Managing General Agencies (MGA), with over 24 years of successful experience in helping advisors and earning their trust.

We have over 1000 advisors serving communities across Canada. Since its founding, Citistar Financial has maintained a leading role in representing Canada’s major insurance carriers.

Our Strengths

Our leadership team brings together innovative minds and is committed to increasing the professionalism and expertise of our advisors. We provide unmatched training and coaching programs and enable advisors to grow their businesses and reach new heights.

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Our Difference

At Citistar, we understand advisors’ needs better than anyone else. Our well-rounded executives and highly skilled sales support team can serve as your trustworthy business partners, providing advice, insight, and resources.

Make the best decision for your business.

With our dedicated support, you will be more adept in the industry and ultimately achieve greater success.

Our Leadership Team

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Michael Yan

Founder & CEO

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Cedric Zhang

General Manager - Ontario Region

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Martin Que

Senior Vice-President Agency Development

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Lessie Lei

Vice-President - Operations & CCO

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Cherry Chang

Vice-President - New Business & Policy Service

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Lydia Peng

Vice-President - Administration

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Amber Liu

Manager- Advisor Relations

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Sara Shi

Business Development Manager

Unmatched support to take your career to the next level.