Daisy Song
Senior Insurance Specialist, Life, Health & Wealth
Daisy Song
Senior Insurance Specialist, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Mandarin
Appointment: In-person, Virtual
Store: Markham-McCowan and Highway 7
Phone: (647) 271-2534
About Me
My name is Daisy Song, I immigrated to Canada with my husband in 2002 and have since built my life and career here. As a working mother of three, including supporting my eldest through their transition to university, and caregiver for my parents. I understand the importance of planning, protection, and long-term financial security. These personal experiences shape how I work with client, allowing me to approach their needs with care, empathy, and practical solutions. Outside of work, I enjoy spending time with my family and gardening, especially nurturing clivia, and sharing the joy of growing them with my clients. The patience and attention required to help these plants bloom mirror the approach I bring to client planning: thoughtful guidance, consistent support, and solutions designed for long-term stability and peace of mind.
My Experience
I have built my career across insurance, taxation, and accounting, and have been with RBC Insurance since 2015, where I currently serve as a Senior Insurance Specialist. During my tenure at RBC, I have been recognized multiple times as an Elite Field Sales Advisor, reflecting consistent performance and a strong commitment to client service. I am also a qualifying member of the Million Dollar Round Table (MDRT) an international association that recognizes excellence in the life Insurance and financial service profession. Before joining RBC, I worked as a Senior Tax Consultant for six years and previously gained eight years of international accounting experience. This diverse background enables me to provide well-rounded, practical advice that integrated insurance solutions with tax and estate planning considerations. I specialize in retirement planning, life and health insurance, and estate planning, and I am committed to delivering affordable, effective solutions tailored to each client’s specific needs and long-term goals.