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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.
Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could support your financial goals. Every portfolio journey is unique, and I'm here to help you find the right approach.
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/steven.zhang
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/steven.zhang
Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could support your financial goals. Every portfolio journey is unique, and I'm here to help you find the right approach.
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/steven.zhang
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/steven.zhang
Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/steven.zhang
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/steven.zhang
Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/steven.zhang
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/steven.zhang
11 totally free health and wellness habits to feel better every day
Experts including osteopaths, GPs and Pilates instructors share their top tips for better health – no cost required
Many professionals are looking for greater purpose, flexibility and growth in their careers. An advisor career may offer the opportunity you’re seeking.
Join an upcoming advisor career webinar and learn how Sun Life advisors help Clients achieve lifetime financial security while building rewarding careers.
Webinar: Tuesday, July 28 at 12:00 p.m. ET
Register today >> https://survey.alchemer.com/s3/8898372/Looking-for-more-from-your-career
Join an upcoming advisor career webinar and learn how Sun Life advisors help Clients achieve lifetime financial security while building rewarding careers.
Webinar: Tuesday, July 28 at 12:00 p.m. ET
Register today >> https://survey.alchemer.com/s3/8898372/Looking-for-more-from-your-career
Many professionals are looking for greater purpose, flexibility and growth in their careers. An advisor career may offer the opportunity you’re seeking.
Join an upcoming advisor career webinar and learn how Sun Life advisors help Clients achieve lifetime financial security while building rewarding careers.
Webinar: Tuesday, July 28 at 12:00 p.m. ET
Register today >> https://survey.alchemer.com/s3/8898372/Looking-for-more-from-your-career
Join an upcoming advisor career webinar and learn how Sun Life advisors help Clients achieve lifetime financial security while building rewarding careers.
Webinar: Tuesday, July 28 at 12:00 p.m. ET
Register today >> https://survey.alchemer.com/s3/8898372/Looking-for-more-from-your-career
Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://advisor.sunlife.ca/steven.zhang
Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://advisor.sunlife.ca/steven.zhang
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/steven.zhang
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/steven.zhang
Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/steven.zhang
#UnPlanSimplementSunLife #SunLife
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/steven.zhang
#UnPlanSimplementSunLife #SunLife
Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/steven.zhang
#UnPlanSimplementSunLife #SunLife
Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/steven.zhang
#UnPlanSimplementSunLife #SunLife
Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/steven.zhang
Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/steven.zhang
Retirement isn’t an end. It’s your next chapter.
Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence.
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You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.
A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/steven.zhang
A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/steven.zhang
You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.
A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/steven.zhang
A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/steven.zhang
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.
https://www.sunlife.ca/en/investments/market/2025-q3-update/
https://www.sunlife.ca/en/investments/market/2025-q3-update/
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.
https://www.sunlife.ca/en/investments/market/2025-q3-update/
https://www.sunlife.ca/en/investments/market/2025-q3-update/
Investing in Your Child's Future
Life insurance can play a crucial role in securing your family's financial future.
Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. and Senior Vice-President, Retail Advice & Solutions, shares her insights on this important topic.
https://www.linkedin.com/pulse/investing-your-childs-future-leader-voice-rowena-chan-tffgc/?trackingId=vZc%2FaofzRIu148CIyccmFg%3D%3D
Discover how life insurance fits into your financial roadmap. Have questions? Reach out to discuss your unique needs.
Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. and Senior Vice-President, Retail Advice & Solutions, shares her insights on this important topic.
https://www.linkedin.com/pulse/investing-your-childs-future-leader-voice-rowena-chan-tffgc/?trackingId=vZc%2FaofzRIu148CIyccmFg%3D%3D
Discover how life insurance fits into your financial roadmap. Have questions? Reach out to discuss your unique needs.
I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get started!
I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get started!
It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future.
It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future.
If there’s one thing that’s guaranteed, it’s that life is unpredictable. Let’s talk about how Sun Life can help you get prepared for whatever life brings.
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I can help you make the most of your savings, so you can be ready for what comes next. Let’s talk about your goals.
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Five Mistakes to Avoid in Your First Year of Retirement
Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
I can help you plan for the unexpected. Talk to me to find out how critical illness insurance can help.
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Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
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You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
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.