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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.
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/henry.tian/
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/henry.tian/
时光飞逝,学费上涨! 🕰️💸
尽早开始,持续储蓄。小额 RESP 供款,经年累月也能积少成多。
想了解如何优化教育储蓄方案吗?让我们聊聊,共同制定契合您家庭预算的储蓄计划。
尽早开始,持续储蓄。小额 RESP 供款,经年累月也能积少成多。
想了解如何优化教育储蓄方案吗?让我们聊聊,共同制定契合您家庭预算的储蓄计划。
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/henry.tian/
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/henry.tian/
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
您的健康目标进展如何?请记住,点滴积累终将促成巨大改变。您的保险计划或许能提供相关资源,助您稳步推进目标。让我们共同检视您的保障方案。
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/henry.tian/
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/henry.tian/
报税季即将来临。您是否已充分利用各类可用策略,优化自身税务状况?
让我们共同探讨节税型投资选择
让我们共同探讨节税型投资选择
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/henry.tian/
https://advisor.sunlife.ca/henry.tian/
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/henry.tian/
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/henry.tian/
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Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/henry.tian/
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/henry.tian/
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/henry.tian/
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/henry.tian/
别错过潜在的税务优惠,为退休生活筑牢保障。以下是您应考虑最大化 RRSP 供款的原因:
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项,助力您的退休储蓄持续增值:
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择!
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项,助力您的退休储蓄持续增值:
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择!
Brighten lives with strategic giving
Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/henry.tian/
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/henry.tian/
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Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.