Rosa Lin
Financial Planner
Founder, Brightway Financial Group Inc.
Certified Lecturer & Trainer & Business Director, Affinity Financial Services Inc.
Million Dollar Round Table, Top of the Table (TOT) Member
Rosa Lin is the founder and guiding force behind Brightway Financial Group Inc.. 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.
Her performance has been marked by exponential growth: in 2014, she became a member of the Million Dollar Round Table (MDRT); in 2015, she advanced to Court of the Table (COT); and since 2019, she has consistently achieved MDRT’s highest honor, Top of the Table (TOT). These milestones firmly establish her as a leading elite in financial planning. She is a trusted long-term advisor to many Canadian families, and their next generations.
Expertise
Rosa specializes in comprehensive family financial analysis and wealth strategies, with a focus on:
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Wealth Creation: Helping clients maximize resources through diversified investments and strategic planning.
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Wealth Growth: Applying professional strategies to enhance capital efficiency and achieve sustainable long-term growth.
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Wealth Protection: Reducing uncertainty through risk management and comprehensive planning to safeguard families and businesses.
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Wealth Transfer: Developing cross-generational wealth transfer plans to ensure assets continue to protect and benefit future generations.
Vision & Mission
Rosa is guided by the core values of professionalism, integrity, and client-first service. She is dedicated to helping families and professionals in Canada build a secure and lasting financial foundation.
She believes that financial planning is not only about managing numbers, but also about helping clients archive their life goals and personal values. Looking ahead, Rosa remains committed to advancing financial education and wealth management, with a particular focus on nurturing financial awareness among younger generations. Her goal is to help them develop sound financial habits early, transforming knowledge into a lifetime of prosperity.
Personal Philosophy
Rosa attributes her success to resilience, perseverance, and gratitude. From her early journey as a new immigrant to becoming an industry leader, she has not only changed her own destiny and that of her family but also inspired countless households in shaping their financial futures.
For Rosa, her clients’ success is her greatest achievement. With a grateful heart, she continues to give back to those who trust her, walking alongside them on the path of “Creating Dreams, Achieving Dreams, and Surpassing Dreams.”
