About
Mission and vision
Our mission is to make a difference and provide peace of mind and security to people’s lives. We want Clients to be able to focus on their passions.
Our vision is to empower individuals to take control of their finances and achieve long term financial freedom. We believe in providing education and guidance to help individuals make informed financial decisions. At the end of the day, we want Clients to sleep at night knowing they are financially protected.
Jacqueline Ng
Job Title: Sun Life Financial advisor, CLU®, RN, CHS™
Languages spoken: Cantonese, English, Mandarin
Phone: (416) 412-0401 x2204
Email: jacqueline.ng@sunlife.com
Address: Corporate Plaza, 1300-2075 Kennedy Rd, Scarborough, ON, M1T 3V3 Canada
Jacqueline Ng
When it comes to creating a plan, the focus should be on your needs and goals. Every individual is different, and you can only make informed financial choices when you have a solid understanding of your specific situation and needs.
I started my career as a Registered Nurse – a profession centred on the needs of the individual. I use this same approach for working with Clients. We'll work together to understand your goals and current financial situation. I can help you create a plan to build your savings and protect your family against unexpected events.
With my background, I have a particular understanding of the needs of medical professionals as well as professional women and business owners. Let's talk. Together, we can help ensure you are prepared financially for the future.
Job Title: Advisor, Sun Life, CHS™, CLU®, RN
Phone: (416) 412-0401 x2204
Email: jacqueline.ng@sunlife.com
Fiona Ng
Life can take us where we least expect. Little did I know my part time job through university, working in a family financial practice would blossom into my career and passion. I take pride in being part of a financial team dedicated to serving Clients and building long term relationships.
I find joy in helping people shape brighter futures. Through listening attentively to Clients and discussing their current circumstances, family dynamics, and aspirations, I work with them to create a financial plan that outline the necessary steps Clients need to take to accumulate wealth and safeguard their futures against illness or premature death. Everyone’s stories and needs are unique. My ability to provide financial guidance stems from understanding their individual narratives and staying connected as their needs progress and evolve. My family has fueled my determination to excel in my career and make a positive impact on the lives of Clients. It’s this foundation of support that drives me to provide the same level of dedication and care to every Client I serve.
I engage Clients in conversations about life transitions, whether it’s opening an FHSA to save for a first home or perhaps, prioritizing education savings for a young family. By providing financial education and helping individuals embrace financial management, I empower them to move towards financial freedom and cultivate confidence in achieving their goals. Inspired by Jacqueline’s outstanding dedication to Client’s, I am committed to expanding my practice through referrals and providing exceptional service and support.
I invite you to reach out to schedule a conversation about your current and future needs.
Job Title: Associate Advisor, Sun Life, B.Comm., QAFP®
QAFP™
Phone: 647-938-7820
Email: fiona.ng@sunlife.com
Desiree Decena
I am passionate about helping people and solving problems. As an Advisor Assistant, I enjoy being able to do both of these things.
When I’m not working, I love to read, watch movies and listen to music.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.