Ada Zhao Financial Solutions Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Ada Zhao Financial Solutions Inc.

Job title: Advisor, Sun Life

Area(s) served: Ottawa

Trustworthy advice you can count on

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.

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Let's get together

Ready to talk? Here are a couple of questions to think about before we meet:

What are your goals? Think about what you want to achieve now and in the future. What are your current investments and insurance policies?

During our first meeting, we’ll look carefully at your specific needs and help you develop a personalized approach. We’ll help you prepare for risks along the way and take advantage of new opportunities.

Products & services

Find a lifetime of financial security and work towards a healthier life by exploring some of our insurance and investment products. A Sun Life Financial advisor can help you develop a comprehensive plan to take you through all of life’s stages.

Insurance - Help protect yourself and the people who depend on you with life and health insurance.

Investment - Save and invest your money now, then turn your savings into retirement income.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Life insurance calculator - In just 2 minutes, calculate how much life insurance you may need.

Retirement savings calculator - Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.

Budget calculator - Use this monthly budget calculator to help you manage your spending.

Office information

Ottawa, ON

Phone:

(613) 286-1382

Email:

ada.zhao@sunlife.com

Address:

333 Preston Street, Suite 800, Ottawa, ON, K1S 5N4 Canada

Let’s connect

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