Keep up-to-date

Keep up to date with what’s going on. You can browse timely and relevant posts that might be helpful to you.  Check back regularly to see what’s new.

- BNN Bloomberg

- BNN Bloomberg

Global Market Update: What could happen to the price of oil after the conflict in Iran ends? Sun Life Global Investments (SLGI) Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., joins BNN Bloomberg to assess opportunities in the market. Watch here >> https://www.bnnbloomberg.ca/video/shows/the-open/2026/03/26/what-will-happen-to-the-price-of-oil-after-the-conflict-in-iran-ends/. Reach out to set up a time to chat if needed.

#MarketUpdate #GlobalMarkets
Read article
- BNN Bloomberg

- BNN Bloomberg

Mise à jour du marché mondial : Quel impact pourrait avoir la fin du conflit en Iran sur le prix du pétrole? Chhad Aul, Premier directeur des placements et chef des solutions multiactifs chez Gestion d'actifs PMSL, inc., s’entretient avec BNN Bloomberg pour analyser les possibilités sur le marché. Visionnez la vidéo (en anglais seulement) >> https://www.bnnbloomberg.ca/video/shows/the-open/2026/03/26/what-will-happen-to-the-price-of-oil-after-the-conflict-in-iran-ends/
Read article
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/yan.zhong/
L'assurance-vie aide à protéger votre famille. Elle permet de maintenir le niveau de vie, de rembourser les dettes et de réaliser des projets. Une couverture simple et abordable qui fait vraiment la différence. Écrivez-moi pour obtenir une estimation! https://conseiller.sunlife.ca/f/yan.zhong
Objectifs à court, moyen et long terme organisés en un seul endroit pour agir avec confiance. Commençons avec votre #UnPlanSimplementSunLife. Contactez-moi pour plus d'information. https://conseiller.sunlife.ca/f/yan.zhong
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.

Message me for details. https://advisor.sunlife.ca/yan.zhong/
Une stratégie de retrait peut générer un revenu fiable tout en contribuant à gérer le risque. Discutons des grands principes de la planification du revenu qui répondent à vos besoins. https://conseiller.sunlife.ca/f/yan.zhong
Coordonner les retraits des REER, des CELI et des comptes non enregistrés permet de faire fructifier davantage son argent. Communiquez avec moi pour en savoir plus sur la possibilité d’une approche coordonnée pour votre retraite grâce à Un Plan, simplement Sun Life.https://conseiller.sunlife.ca/f/yan.zhong

#UnPlanSimplementSunLife #CELI #REER
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/yan.zhong/

#SunLifeOnePlan #TFSA #RRSP
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
Watch video
Entamez votre prochain chapitre avec confiance. Je peux vous aider à atteindre vos objectifs financiers.
Watch video
En tant que propriétaire d’entreprise, la façon dont vous tirez un revenu a de l’importance. Salaire, dividendes, une combinaison des deux? L’approche idéale dépend de vos objectifs d’affaires et de vos besoins personnels, et a une incidence sur votre facture fiscale. https://advisor.sunlife.ca/yan.zhong/

Discutons de l’optimisation de votre stratégie de rémunération.

#EntrepriseCanadienne #PlanificationFiscale #ImpôtsSurLeRevenu
As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/yan.zhong/

#CanadianBusiness #TaxPlanning #IncomeTaxes
每种账户类型都有不同的用途。您的财务规划路线图可以帮助您决定该使用哪种账户——以及在何时使用。让我们根据您的目标来规划供款安排。

#免税储蓄账户#注册退休储蓄计划#财富规划
每種帳戶類型都有不同的用途。您的財務規劃路線圖可以幫助您決定該使用哪種帳戶——以及何時使用。讓我們根據您的目標來規劃供款安排。

#免稅儲蓄帳戶#註冊退休儲蓄計劃#財富規劃
Join us for an exclusive Women in Wealth Networking Event in Vancouver that promises to be both inspiring and transformative!

Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry

Event Details
• Date: April 28, 2026
• Time: 5:30 PM – 7:30 PM
• Location: The Vancouver Club, 915 W Hastings St., Vancouver

Earn 1 hour of CE credit

Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!

Find out how Sun Life empowers and supports women advisors.

Register now to reserve your spot:
https://survey.alchemer.com/s3/8740517/Empowering-Women-in-Wealth-Vancouver
Join us in Toronto for a Women in Wealth event. Designed for wealth advisors, this event will feature industry insights, includes lunch and 1 CE credit hour.

Event Details
• Date: April 28, 2026
• Time: 11:30 AM – 2:30 PM
• Location: 1 York St, 22 Floor

Space is limited. Register now to reserve your spot
https://survey.alchemer.com/s3/8739398/Empowering-Women-in-Wealth-Toronto
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/yan.zhong/

#SunLifeOnePlan
Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.

Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.

Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton

Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Un parcours financier global permet d’établir un équilibre entre les assurances, les placements et l’accès aux liquidités pour les moments importants de la vie. Ensemble, nous pouvons adapter une approche qui répond à vos besoins financiers. Laissez-moi vous parler d’Un Plan, simplement Sun Life.

#UnPlanSimplementSunLife https://conseiller.sunlife.ca/f/yan.zhong

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect