Metro Direction

Trust Comes From
Professionalism!

Metro Direction Financial Inc. was founded in Oct 2003. It is now becoming one of the top financial companies in the area, and has obtained MGA contracts from Sun Life in 2013, Canada Life in 2014, Manulife in 2017, Equitable Life in 2018, and iA in 2022.

Standing By You
with Patience and Strength!

Metro Direction Financial Inc. unwavering commitment to supporting our clients through every challenge. We believe in a steady, patient approach, taking the time to understand each unique need. With dependable expertise, we’re here to provide strength and assurance, making us the trusted partner you can rely on.

Together,
We Achieve More!

Metro Direction Financial Inc. commitment to leveraging the strengths of each team member. By sharing expertise and ideas, we create innovative solutions and respond to challenges with agility. This collaborative spirit enhances individual growth, fosters trust, and ultimately delivers greater value for our clients—driving us all toward shared success.

We Lead the World

Reliable Licensed Advisors

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MDRT Members

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Partnered Insurance Companies

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Customer Retention

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Incredible Clients

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Introduction

Metro Direction, founded in October 2003 by Sally Lin and David Zhang, began with just five agents driven by a commitment to exceptional financial service. Over the past decade, the company has grown steadily, securing MGA contracts with Sun Life, Canada Life, Manulife, and more. With over 500 agents, including more than 30 MDRT members, Metro Direction has established itself as a one of leading financial firms, poised for continued success.

Our Team

Canadian Individual Tax Specialist

Sally LinPresident

Partner and CEO of Metro Direction Financial Inc.

Joseph LinCEO

CFP, Vice President & Compliance Officer

David ZhangVice President

Business Support

Sharon PengOffice Manager

Contracting and IT Support

Andrew ChenContract and Data Analyst

Business and policy support

Elaine ChenBusiness Administrators

Business and policy support

Christine HuangBusiness Administrators

Our Mission

To deliver top-tier insurance planning and exceptional after-sales service.
To balance asset-mix strategies to meet your financial goals, including retirement, trusts, estate planning, and wealth management.
To leverage advanced tax knowledge to provide optimal taxation strategies for you.
To ensure our advisors are equipped with the certifications, knowledge, and experience they need.

Our Services

Insurance Product

Life Insurance

Disability Insurance

Critical & Illness Insurance

Visitor/Travel Insurance

International Student Medical Insurance

Investment

Segregated Fund

Registered Education Savings Plans (RESP)

Registered Retirement Savings Plan (RRSP)

Spousal Registered Retirement Savings Plan (SRRSP)

Wealth Management

Trust and Estate Planning

Corporate-owned Life Insurance

Taxation

Tax Return Filing

Tax Consulting

Areas We Serve

BRITISH COLUMBIA

ALBERTA

SASKATCHEWAN

MANITOBA

ONTARIO

QUEBEC

NEW BRUNSWICK

NOVA SCOTIA

P.E.I.

News & Events

Metro Direction Financial Inc – 20th Anniversary Celebration and 2023 Chinese New Year Banquet

On the evening of January 16th, 2023, Metro Direction Financial Inc – 20th Anniversary Celebration and 2023 Chinese New Year Banquet was held at Hilton Markham Hotel. The dinner was

metrodirection@gmail.com

416-850-4528

905-479-2943

North, 675 Cochrane Dr Tower, Suite N500, Markham, ON L3R 0B8