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

Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/chunmei.zhao/

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!

Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.

Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.

#SunLifeOnePlan

多个账户、房产与投资—永明 One Plan 帮您统筹整合，让您清晰掌握全局状况。让我们为您统筹规划目标、时间节点和风险承受能力，精准匹配您的需求。

Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.

https://www.sunlife.ca/en/choices/leaving-group-investments/

#CareerTransition #InvestmentPlanning

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Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.

#FamilyFinances #FinancialLiteracy

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/chunmei.zhao/

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/chunmei.zhao/

From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.

Message me to get started! https://advisor.sunlife.ca/chunmei.zhao/

即使您无法陪在家人左右，人寿保险也能帮助您的家人维持原有生活品质、偿还债务，并为未来目标筹备充足资金。简单实惠的保障方案，就能为家人带来至关重要的守护与改变。欢迎私信咨询，为您定制专属保障方案并测算费用。

Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷

Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.

Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/chunmei.zhao/

Cardiovascular Disease: Menopause Before Age 40 Linked to Higher Risk

Premature menopause has been linked to a higher risk of coronary artery disease. https://advisor.sunlife.ca/chunmei.zhao/

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World Health Day reminds us that health is our greatest asset. 💚

A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges

Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.

Let's chat about comprehensive health coverage that gives you confidence. https://advisor.sunlife.ca/chunmei.zhao/

Be prepared for whatever your next chapter brings. I can help you reach your financial goals.

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As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/chunmei.zhao/

#CanadianBusiness #TaxPlanning #IncomeTaxes

每种账户类型都有不同的用途。您的财务规划路线图可以帮助您决定该使用哪种账户——以及在何时使用。让我们根据您的目标来规划供款安排。

#免税储蓄账户#注册退休储蓄计划#财富规划

8 Sources of Healthy Fats That Aren't Avocado

Avocados are one of the healthiest high-fat foods you can eat. However, there are plenty of other nutrient-dense fats to include in meals and snacks. Here are eight healthy fats worth adding to your diet that aren’t avocado.

https://advisor.sunlife.ca/chunmei.zhao/

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A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/chunmei.zhao/

#SunLifeOnePlan

Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.