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Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
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/henry.tian/
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
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。
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/henry.tian/
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/henry.tian/
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/henry.tian/
Message me to get started! https://advisor.sunlife.ca/henry.tian/
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。
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/henry.tian/
#CanadianBusiness #TaxPlanning #IncomeTaxes
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/henry.tian/
#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
#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
#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/
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
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。
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/
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/
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/
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/
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.