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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
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/henry.tian/

#SunLifeOnePlan
We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/henry.tian/
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/henry.tian/

#SunLifeOnePlan
报税季不仅仅是提交申报表——更重要的是提前做好规划。从 RRSP （注册退休储蓄计划）供款到收入分拆策略，现在就可以采取行动，为明年及未来更好地规划您的财务。

欢迎与我们联系，了解哪些策略最适合您。
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/henry.tian/
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/henry.tian/
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/henry.tian/
感到冬季情绪低落？遇到这种情况的并非只有您一人。这个冬天，您仍有机会优先关注心理健康。多款永明金融计划涵盖心理健康服务。让我们探讨保险如何为您提供支持。
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/henry.tian/
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/henry.tian/
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/
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。
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/
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!
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.
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。

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Sunlife
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.