Alicia Jiang, CFP, CLU, RRC - advisor Sun Life

09/08/2023

The best time to plan for the unexpected is when you’re healthy. Why? Because if you become ill, your options are more limited. Having a serious illness can become pricey. You’ll likely face expenses not covered by your provincial health insurance or employer health benefits. So, if you become seriously ill, having critical illness insurance can help pay these and other expenses. I can work with you to help you understand your options and apply for insurance.

09/07/2023

An RESP is a powerful way to save for your child's or grandchild's post-secondary education. Parents, grandparents and friends can contribute money any time. Let talk about setting up an RESP for your child.

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

08/31/2023

Do you need life insurance when you’re retired? When you retire, your income usually decreases, since you’re no longer working. Fortunately, a lot of your expenses decrease, too. But what about life insurance? If you already have a policy, is now the time to cash it in or let it lapse? And if you don’t have a policy, does it make sense to buy one now? Well, the answer depends on your unique situation. Let's talk about your options.

08/29/2023

Life insurance can help protect your family, your business or your legacy. Find out how.

08/25/2023

Having health insurance is essential. While government and employee benefits may cover some of your needs, not all of them do. Here are a few common mistakes to avoid when choosing a health insurance plan:
1. Not knowing what your health insurance plans cover
2. Not having enough health insurance coverage
3. Relying on group insurance coverage only

Let's set up some time to assess your health coverage so you can feel protected from the unexpected!

08/24/2023

With kids heading back to school, it may be a good time to assess your family's coverage. I can help you protect what's most important to you – your children. Let's talk.

08/17/2023

Are you thinking about downsizing your house in retirement? Make an appointment with me to discuss the timing and find out how much (if any) of your home equity you’ll need to help fund your retirement.

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

08/15/2023

Are you a small business owner and thinking about selling or transferring ownership? I can help you with a smooth transition that includes a tax strategy. Reach out to me to get started.

08/11/2023

Are you worried about your finances? You’re not alone. There are three financial concerns that are weighing on the minds of many Canadians:
- The cost of living
- Having enough money saved for the future and/or retirement
- Paying off debt

Are you worried about your money? Financial stress can affect your mental health. A psychologist and Sun Life advisor share how you can regain control over your finances. Learn how.

08/10/2023

Do you have student debt? A good plan can help you pay off the balance, leaving more for long-term savings and building an emergency fund. Let's talk about how I can help get you there.

08/03/2023

No matter where you are on the retirement savings journey, here’s what you need to know about inflation, and what you can take to protect your plans for retirement.

08/01/2023

父母之愛子，則為之計深遠。
在孩子眼中，你就是超級英雄。從今天，到今後的每一天，我們可以幫助您為孩子保駕護航，讓他們既無遠憂，也無近患。