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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/steven.zhang
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/steven.zhang
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/steven.zhang
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/steven.zhang
This Black History Month, we celebrate the achievements and contributions of Black Canadians. Working together can help create more financial opportunities for all. See how Sun Life helps our Clients, colleagues and communities thrive. https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
This Black History Month, we celebrate the achievements and contributions of Black Canadians. Working together can help create more financial opportunities for all. See how Sun Life helps our Clients, colleagues and communities thrive. https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
As we enter the holy month of Ramadan, may it bring you peace, prosperity and spiritual growth.
This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
As we enter the holy month of Ramadan, may it bring you peace, prosperity and spiritual growth.
This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
Wishing a happy and prosperous Year of the Horse!
May this new year bring you good energy, swift success, harmony and happiness.
Happy Lunar New Year!
May this new year bring you good energy, swift success, harmony and happiness.
Happy Lunar New Year!
Wishing a happy and prosperous Year of the Horse!
May this new year bring you good energy, swift success, harmony and happiness.
Happy Lunar New Year!
May this new year bring you good energy, swift success, harmony and happiness.
Happy Lunar New Year!
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/steven.zhang
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/steven.zhang
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/steven.zhang
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/steven.zhang
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/steven.zhang
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/steven.zhang
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/steven.zhang
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/steven.zhang
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/steven.zhang
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/steven.zhang
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/steven.zhang
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/steven.zhang
时光飞逝，学费上涨！ 🕰️💸
尽早开始，持续储蓄。小额 RESP 供款，经年累月也能积少成多。
想了解如何优化教育储蓄方案吗？让我们聊聊，共同制定契合您家庭预算的储蓄计划。
尽早开始，持续储蓄。小额 RESP 供款，经年累月也能积少成多。
想了解如何优化教育储蓄方案吗？让我们聊聊，共同制定契合您家庭预算的储蓄计划。
时光飞逝，学费上涨！ 🕰️💸
尽早开始，持续储蓄。小额 RESP 供款，经年累月也能积少成多。
想了解如何优化教育储蓄方案吗？让我们聊聊，共同制定契合您家庭预算的储蓄计划。
尽早开始，持续储蓄。小额 RESP 供款，经年累月也能积少成多。
想了解如何优化教育储蓄方案吗？让我们聊聊，共同制定契合您家庭预算的储蓄计划。
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/steven.zhang
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/steven.zhang
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/steven.zhang
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/steven.zhang
‘List in the new year and sell by spring.’ Toronto-area home prices are set to drop in 2026 — and could wipe out six years of price gains
Toronto's real estate market today is reminiscent of the 1990s housing crash for Dan Cooper. https://advisor.sunlife.ca/steven.zhang
Surprise inflation hike won't knock Bank of Canada off sidelines, economists say
Canada's annual inflation rate rose in the month of December. Business Analyst Kris McCusker dives deeper into the numbers and discusses whether or not an interest rate cut is likely to happen later this month.
https://advisor.sunlife.ca/steven.zhang
https://advisor.sunlife.ca/steven.zhang
JPMorgan investment advisers leaning on in-house research amid global volatility – Investment Executive
A top adviser at JPMorgan Asset Management says the firm is leaning heavily on its deep in-house research capabilities as navigates geopolitical upheaval and global economic uncertainty.
https://advisor.sunlife.ca/steven.zhang
https://advisor.sunlife.ca/steven.zhang
What to expect from first Bank of Canada rate update of 2026 | Urbanized
Canadians can expect the first Bank of Canada (BoC) interest rate update of the year next Wednesday. https://advisor.sunlife.ca/steven.zhang
Longevity: Mixing different physical activities may prolong life span
A mix of healthy lifestyle choices, such as getting enough physical activity, can help people live a longer, healthier life. https://advisor.sunlife.ca/steven.zhang
As Oil Jobs Fade, Canada Urged to Build Path to Low-Carbon Economy
As the Canadian oil and gas sector continues to automate, shedding 10,000 jobs in Alberta alone last year, and as the low-carbon transition accelerates, a new report urges Ottawa to adopt a “future-ready work force strategy” that better connects displaced workers with real opportunities. https://advisor.sunlife.ca/steven.zhang
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.