Jacqueline Ng
Job title: Sun Life Financial advisor, CLU®, RN, CHS™
Languages spoken: Cantonese, English, Mandarin
Trustworthy advice you can count on
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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
A guide to family finances and the new CRA reporting rules for bare trusts – are you in the crosshairs?
If Canadians don’t file the returns by the deadline, they could face penalties up to $2,500.
Trusts that hold less than $50,000 in assets may be exempt from the reporting requirements
Example of bare trust arrangements : financial account made by a parent or grandparent for a minor , joint bank account between an adult child and their elderly parent , parent co-signing a mortgage for their child.
I truly look forward to working with existing and new clients to journey this financial planning process together , and taking steps to reach your goals.
Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.