Rebecca Financial Services Inc.
Job title: Advisor, Sun Life
Languages spoken: Cantonese, English, Mandarin
Area(s) served: British Columbia, Ontario
Mission Statement
I am striving to cultivate a sustainable future by offering professional insurance advice and investment strategies to customers, helping them to comprehend and oversell all facets of their health, wellness, and financial protection.
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.
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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。
多個帳戶、資產類別與投資組合——永明金融 One Plan 計劃助您整合一切,讓您掌握財務全貌。讓我們根據您的目標、時間規劃及風險承受程度,為您制定協調一致的計劃。
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
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.