Trusted Financial Partner

Let us help you protect your income and plan for the future

Whether you need affordable short-term protection or permanent coverage for estate planning, we'll help you choose what fits your stage of life.

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Serving clients since 2013.

Serving Metro Vancouver since 2013
CFP-led planning team
Tax • Retirement • Estate • Investment Planning
Tax Savings Calculator

See Your Potential Tax Savings

Amount to Shelter$500K
$100K$2M
Years to Grow20 years
10 YRS40 YRS

Future Value

$1.9M

Taxable Growth

$1.4M

Potential Tax Saved

$387K

With exempt life insurance strategy

Get Your Custom Analysis
Our Services

Comprehensive Life Insurance Solutions

We offer a full range of insurance products tailored to protect your family and secure your financial future.

Term Life Insurance
Affordable coverage for a specific period, providing financial protection during your most critical years.
  • Flexible term lengths
  • Budget-friendly premiums
  • Convertible options
Whole Life Insurance
Permanent coverage with a cash value component that grows over time, offering lifelong protection.
  • Lifetime coverage
  • Cash value growth
  • Fixed premiums
Universal Life Insurance
Flexible premiums and death benefits with investment opportunities for long-term wealth building.
  • Adjustable coverage
  • Investment potential
  • Tax advantages
Family Protection Plans
Comprehensive coverage designed to protect your entire family with customized solutions.
  • Spouse coverage
  • Children riders
  • Critical illness add-ons
Retirement Planning
Strategic planning to ensure your retirement years are secure and comfortable.
  • Income strategies
  • Asset protection
  • Legacy planning
Estate Planning
Preserve your wealth and ensure smooth transfer of assets to your beneficiaries.
  • Wealth transfer
  • Tax optimization
  • Trust planning
Watch how it works

Discover the Secrets to Securing Your Family's Financial Future

In this exclusive video, our senior advisor Eric Chen shares insights from 15+ years of experience helping families protect their future.

  • Learn how to choose the right coverage for your family
  • Understand the true cost of waiting on life insurance
  • Discover strategies to maximize your policy benefits
  • Get insider tips on saving money without sacrificing coverage

Watch Now - 8 Minutes

Eric - Senior Financial Advisor at Plantax Pacific Financial

Your Trusted Partner

Meet Your Financial Advisor

Eric Yeung, CFP®, CIM®, CHS™, EPC, CFDS

Managing Partner & Nominee | Plantax Pacific Financial Inc.

Life Insurance Agent | Certified Financial Planner®

Authorized Representative of Golden Harvest

Registered Representative | Portfolio Strategies Corp.

Mutual Funds & Exempt Market Products

With over a decade of experience serving Metro Vancouver since 2013, Eric has dedicated his career to helping families secure their financial futures through comprehensive planning in tax, retirement, estate, and investment strategies.

Eric believes that financial planning isn't just about protecting assets—it's about providing peace of mind and ensuring your loved ones are taken care of, no matter what life brings.

CFP®, CIM®, CHS™, EPC, CFDS

Multiple professional designations ensuring expert guidance

Serving Metro Vancouver

Trusted by families across the region since 2013

Comprehensive Planning

Tax, Retirement, Estate & Investment strategies

Client-First Approach

Your goals and your family's security always come first

Client Success Stories

Hear From Our Happy Clients

Real stories from real families who have secured their financial future with our help.

Eric helped us understand exactly what coverage we needed for our growing family. The peace of mind is invaluable.

Jennifer & Michael Wong

Family Protection Client

As a business owner, I needed coverage that protected both my family and my company. Plantax delivered the perfect solution.

David Chen

Business Owner

We were worried about retirement until Plantax created a comprehensive plan. Now we can enjoy our future with confidence.

Sarah & James Liu

Retirement Planning Client

Google Reviews

4.9

Based on 150+ reviews

MT

Michelle T.

2 weeks ago

Eric was incredibly patient in explaining all our options. He took the time to understand our family's needs and recommended the perfect coverage. Highly recommend!

RK

Robert K.

1 month ago

Professional service from start to finish. The team at Plantax made the entire process stress-free. They found me coverage that fit my budget perfectly.

LW

Linda W.

1 month ago

After putting off life insurance for years, I finally took the step thanks to Plantax. They made it so easy to understand and choose the right policy.

JH

James H.

2 months ago

Excellent experience! They helped me review my existing policies and optimize my coverage. Saved me money while actually improving my protection.

PL

Patricia L.

3 months ago

The team is knowledgeable, friendly, and truly cares about their clients. They answered all my questions and never made me feel rushed.

KC

Kevin C.

3 months ago

I was skeptical at first, but Plantax proved their worth. Great advice, competitive rates, and outstanding customer service throughout.

Get In Touch

Ready to Secure Your Family's Future?

Book a free, no-obligation consultation with our expert advisors. We'll help you find the perfect insurance solution for your unique needs.

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