Jacqueline Ng
Job title: Sun Life Financial advisor, CLU®, RN, CHS™
Languages spoken: Cantonese, English, Mandarin
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.
Who I am
My experience in nursing trained me to see each individual fully. As a healthcare professional, my role was to provide healthcare services, to promote physical and mental health, and overall wellness from a holistic perspective.
I use this same philosophy in my work as an Advisor and Financial Planner.
My role is to help each Client achieve financial health. I work with Clients to manage risks that are inherent in life, to accumulate wealth and to achieve financial freedom, so they can focus on their dreams and passions.
My office is in Scarborough, Ontario. Contact my office to book your appointment.
Values
I believe in our team and our collective ability to meet Client’s needs. We believe in making communities and families safer, healthier, and happier. We’re here to empower people to enjoy financial, mental, and physical health.
We are relationship driven – we genuinely love helping people and getting to know Clients. We encourage financial literacy- we want to make complex things simple and fun to talk about.
We are committed to providing value, to be referable and to always appreciative the trust placed in us. We value integrity and strive to learn more, do more, share more and care more. We listen to understand your needs and deliver on what we commit to. We aim to inspire Clients to achieve financial freedom.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
To all mothers: thank you for your endless love, support, and sacrifices.
We hope you enjoy your special day!
You deserve it!
Happy Mother’s Day! 💐
To all mothers: thank you for your endless love, support, and sacrifices.
We hope you enjoy your special day!
You deserve it!
Happy Mother’s Day! 💐