Audrey Chiang Insurance Services Inc.
Let's work together
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
What clients have to say
"I started working with Chris since January, and my experience has been great. He’s very professional, and knowledgeable. Chris took the time to understand my current financial situation and my future goals, and based on that he has helped me set up a robust plan tailored for my needs."
- Natalia Cardozo, Product Owner
"I have been working with Chris at ACIS for a couple of years. Professional, highly competent and capable and understands that people are people and life things happen. Chris has helped me set up a strong and actionable plan for my future and I very much appreciate Chris and what he has done to help me feel secure in my planning."
- Christopher Tasker, Technology Consultant
"Chris has been helping me on my financial journey for quite some time now. He has been patient, informative, and very insightful. Thank you for the great care and service."
- Mark Douglin, Construction Inspector
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
We'll help you by
- Developing an approach that includes RRSPs, TFSAs, and/or RESPs,
- Growing your wealth with GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you're ready to kick up your feet through annuity products, RRIFs or LIFs,
- Providing you with options for personal health, disability insurance or critical illness insurance,
- Creating and administering group benefits programs for businesses,
- Implementing key person and buy/sell agreement insurance solutions for businesses.
Stay informed
See more articles
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals