Jing Li - Advisor, Sun Life

Jing Li - Advisor, Sun Life Too many successful business owners struggle to keep their finances organized, efficient, and intentional. I am a Sun Life advisor.

We have a personalized blueprint to help cash flow, pay less taxes, and ensure they are overcome difficulty so that their dreams are met. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors

and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

财产规划，不止关乎钱财，更是关乎财富传承。您是否想过，您的资产未来将如何管理与分配？ 让我们共同制定一套契合您价值理念的方案，守护您所珍视的一切。
08/31/2026

财产规划，不止关乎钱财，更是关乎财富传承。您是否想过，您的资产未来将如何管理与分配？

让我们共同制定一套契合您价值理念的方案，守护您所珍视的一切。

遺產規劃不單關乎金錢，更是關乎傳承。您可曾思考過，您的資產日後將如何管理及分配？ 讓我們共同制定一套策略，以彰顯您的價值觀，並守護您最珍視的一切。
08/31/2026

遺產規劃不單關乎金錢，更是關乎傳承。您可曾思考過，您的資產日後將如何管理及分配？

讓我們共同制定一套策略，以彰顯您的價值觀，並守護您最珍視的一切。

Want your money to work for your family's future? 💰 Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4zJdC7L

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
08/27/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/4y6mfrl

From economic shifts to hiring challenges, uncertainty has become part of doing business. Help prepare for the unexpecte...
08/25/2026

From economic shifts to hiring challenges, uncertainty has become part of doing business.

Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.

With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://bit.ly/4xpIRTW

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Person...
08/21/2026

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

What is your financial personality type? 💸 When it comes to managing money, everyone has a unique style. Are you: 🏅 The ...
08/21/2026

What is your financial personality type? 💸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your va...
08/18/2026

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://bit.ly/4ghzmi9

以為置業儲蓄遙不可及？ 答案可能和您想的不一樣。首次置業儲蓄帳戶 (FHSA) 讓夢想變得切實可行。 • 憑稅務扣減加速儲蓄 • 投資收益免稅增長 • 準備置業時提領免稅 您正在使用 FHSA 嗎？歡迎分享您的故事！
08/17/2026

以為置業儲蓄遙不可及？

答案可能和您想的不一樣。首次置業儲蓄帳戶 (FHSA) 讓夢想變得切實可行。

• 憑稅務扣減加速儲蓄
• 投資收益免稅增長
• 準備置業時提領免稅

您正在使用 FHSA 嗎？歡迎分享您的故事！

Address

2075 Kennedy Road, Suite 1300
Toronto, ON
M1T3V3

Telephone

+14166062838

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