Metro Direction Financial Inc. was founded in Oct 2003, by partners Sally Lin and David Zhang, both of whom sought to provide the best financial service for their customers. The company started off with only 5 agents. With their professional services and diligence, the number of contracted agents slowly but steadily grew.
A decade has passed, and Metro Direction 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 and Manulife in 2017. With a high ratio of MDRT members (12 members among over 60 agents), Metro Direction is steering its wheel along the right path toward a higher success.
Partner and President
Sally Lin, Partner and President of Metro Direction, Canadian Individual Tax Specialist, started her career in life insurance in 2001, has been an MDRT member for 15 years continuously and has been rewarded in the 2009 CCTV Global Chinese Celebrity List.
In Oct 2003, she and her partner co-founded Metro Direction Financial Inc, after 15 years, Metro Direction successfully has been obtained Sun Life / Canada Life / Manulife / Equitable Life four large Canadian insurance companies MGA qualifications, leads hundreds of financial advise exploring the market.
So far, Metro Direction has already become one of a large among Canadian Chinese financial companies.
CEOJoseph Lin, Partner and CEO of Metro Direction Financial Inc, Graduated from University of Nebraska-Lincoln in USA, with a master’s degree in Actuarial Science. In his 30 years of experience in life insurance industry, He has been worked for AIA, ING, Prudential-UK, Manulife and Sun Life as a management role in Asia as well as in Canada, and served as Vice President of Sun Life Everbright Life Insurance, Sun Life JV company in China. He is a Chartered Life Underwriter (CLU), a Fellow of Life Management Institute (FLMI), also a Full Membership of Society of Trust and Estate Practitioners (TEP). In year 2018, Mr. Lin joined Metro Direction Financial Inc as CEO.
David Zhang, CFP, Vice President & Compliance Officer of Metro Direction Financial Inc.
Before founding Metro Direction Financial Inc. in 2003, David graduated in Computer Science from Shanghai Tongji University in 1995. During the same year, David joined a large sino-japanese joint venture-Beijing NEC, developing and managing large-scale integrated circuit projects. He immigrated to Canada in 2000 and entered the financial fields since 2001. Mr. Zhang advances with the times, and obtains Certified Financial Planner title in year 2008.In the future, he will continue working with all colleagues to transform company’s strategy from a product seller to a personalized-solution provider.