Rebecca Financial Services Inc.
Job title: Advisor, Sun Life
Languages spoken: Cantonese, English, Mandarin
Area(s) served: British Columbia, Ontario
Mission Statement
I help individuals and families with their comprehensive financial needs, including insurance protection, investment strategies, and long-term wealth management.
My approach focuses on aligning financial decisions with life goals — whether it’s protecting your family, growing your assets, or planning for retirement and legacy.
Many of Clients come to me for insurance, but stay for ongoing financial guidance and portfolio management.
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.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Health insurance products
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 products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Stay informed
See more articles
As wealth grows, financial priorities often become more complex.
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
As wealth grows, financial priorities often become more complex.
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
遺產規劃不單關乎金錢，更是關乎傳承。您可曾思考過，您的資產日後將如何管理及分配？
讓我們共同制定一套策略，以彰顯您的價值觀，並守護您最珍視的一切。
讓我們共同制定一套策略，以彰顯您的價值觀，並守護您最珍視的一切。
遺產規劃不單關乎金錢，更是關乎傳承。您可曾思考過，您的資產日後將如何管理及分配？
讓我們共同制定一套策略，以彰顯您的價值觀，並守護您最珍視的一切。
讓我們共同制定一套策略，以彰顯您的價值觀，並守護您最珍視的一切。
财产规划，不止关乎钱财，更是关乎财富传承。您是否想过，您的资产未来将如何管理与分配？
让我们共同制定一套契合您价值理念的方案，守护您所珍视的一切。
让我们共同制定一套契合您价值理念的方案，守护您所珍视的一切。
财产规划，不止关乎钱财，更是关乎财富传承。您是否想过，您的资产未来将如何管理与分配？
让我们共同制定一套契合您价值理念的方案，守护您所珍视的一切。
让我们共同制定一套契合您价值理念的方案，守护您所珍视的一切。
Office information
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.