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.
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

Individuals
Cash Flow Management
Risk Management
Investment Planning
Retirement Planning
Tax Planning
Estate Planning

Family
Risk Management
Education Planning
Investment Planning
Retirement Planning
Tax Planning
Estate Planning

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
Emergency Fund

Investment

Corporation
Increase Cash Flow
Wealth Accumulation
Education Planning
Retirement Planning
Health & Welfare Trust
Risk Management
Tax-Advantaged Investment
Corporate Wealth Transfer

Insurance
Necessary Protection
Estate Preservation
Wealth Transfer
Group Plan
Financial Planning Tools

Non-Registered Account

Tax-Free Savings Account
First Home Savings Account

Registered Retirement Savings Plan

Registered Retirement Income Fund

Locked-In Retirement Account

Registered Education Savings Plan

Registered Disability Savings Plan

Trust

Insurance

Mutual Fund

Segregated Fund
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