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Rosa Lin

Financial Planner

Investment Planning|Retirement Planning|Tax Planning|Estate Planning
Wealth Creation|Wealth Growth|Wealth Preservation|Wealth Transfer

Brightway Financial Group Inc.
- The Wise Path to Your Financial Freedom

Founded in 2013, Brightway Financial Group Inc. is registered as an independent financial service firm in British Columbia (BC), Alberta (AB), and Ontario (ON), Canada. We have established a long-term strategic partnership with Affinity Financial Services Inc. Through our commitment to integrity, excellence in service, and high client satisfaction, Brightway Financial has become a trusted brand in Canada’s financial services industry. As an independent firm, we are not restricted by the products of banks, fund companies, or insurance carriers. This independence allows us to remain client-focused at all times, delivering objective, professional, and customized financial solutions designed to serve our clients’ best interests.

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Rosa Lin is the founder and guiding force behind Brightway Financial. As a highly respected senior financial planner, Rosa is widely recognized as a distinguished leader in Canada’s financial planning industry. Fluent in English, Mandarin, and Cantonese, she is uniquely positioned to serve clients from diverse cultural backgrounds, offering wealth strategies that reflect each client’s life goals and values. Rosa specializes in helping clients create, grow, protect, and transfer wealth, establish herself as a trusted long-term partner through every stage of their financial journey.

At Brightway Financial, our mission is clear and unwavering: to provide comprehensive financial planning and wealth management solutions that empower clients to achieve their financial goals and build lasting security. Your success is both our mission and our passion.

 Your Financial Needs

Insurance Consultation

Individuals

Cash Flow Management
 
Risk Management


Investment Planning

Retirement Planning

Tax Planning

Estate Planning

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Family

Risk Management

Education Planning

Investment Planning

Retirement Planning

Tax Planning

Estate Planning

Skyscrapers

Corporate

Risk Management

Tax Planning

Investment Planning

Employee Benefit Planning

Retirement & Pension Planning

Business Succession & Legacy Planning

Our Solutions

Mortgage

Save Interest

Debt Management

Payoff Faster

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Emergency Fund

Investment

Corporation

Increase Cash Flow


Wealth Accumulation


Education Planning


Retirement Planning

Health & Welfare Trust

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Risk Management

Tax-Advantaged Investment

Corporate Wealth Transfer

Insurance

Necessary Protection​

Estate Preservation​

Wealth Transfer

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Group Plan

Financial Planning Tools

Business Meeting

Non-Registered Account 

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Tax-Free Savings Account 

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First Home Savings Account

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Registered Retirement Savings Plan

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Registered Retirement Income Fund

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Locked-In Retirement Account

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Registered Education Savings Plan

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Registered Disability Savings Plan

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Trust

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Insurance

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Mutual Fund

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Segregated Fund

Not sure which tool is right for you?

Let us help you evaluate your financial needs,
and create a customized financial strategy just for you.

Book a Free Consultation Today and Stay on the Right Path On Your Financial Planning Journey!

Contact Us

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Thanks for your message!

Phone: 778-858-1588​
Email:   info@brightwayfinancial.ca
Address: Unit 218, Building 10, 10271 Shellbridge Way, Richmond, BC, V6X 2W8

Business Hours: Monday to Friday, 8:30 AM – 5:30 PM

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