Vicky Lai
Insurance Advisor, Life, Health & Wealth
Vicky Lai
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Cantonese, Chinese, Mandarin
Appointment: In-person, Virtual
Store: Scarborough East
www.linkedin.com/in/vickywylai
Phone: (416) 662-5119
About Me
With over 16 years of experience in the financial services industry across Hong Kong and Canada, I serve as a Life, Health and Wealth Insurance Advisor at RBC Insurance. In this role, I specialize in designing tailored insurance strategies that maximize capital growth and mitigate risks across all life stages. Fluent in English, Cantonese, and Mandarin, I bring a global perspective and deep cultural understanding to my work. My professional qualifications include the CSC and LLQP certifications in Canada, as well as the QRA and CWM designations in Hong Kong. Building on my business and financial education in Hong Kong and Canada, I provide personalized insurance solutions for my clients.
My Experience
Before joining RBC, I cultivated a significant track record in Hong Kong, where I was repeatedly recognized with MDRT awards for my excellence in client management and financial planning. My career has been characterized by a deep commitment to understanding client needs and delivering comprehensive financial solutions. I have transitioned seamlessly to the Canadian insurance landscape, applying my extensive knowledge and strategic insight to meet the diverse needs of clients.