Sylvia Zheng CFP, CLU, CHS - Financial Planner, Sun Life

Sylvia Zheng CFP, CLU, CHS - Financial Planner, Sun Life Unicus Financial Services Ltd. I am a Sun Life advisor.

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.

Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can...
07/17/2026

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://bit.ly/4f8Syzr

Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes...
07/17/2026

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://bit.ly/4aVxie3

07/16/2026

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.

You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk. A clear succe...
07/14/2026

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://bit.ly/4w3Fql1

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide f...
07/10/2026

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide financial support during a serious diagnosis, helping with time off work, travel for care, or everyday expenses so you can focus on recovery. Want to explore if it fits your plan? https://bit.ly/44oCEe4

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or yo...
07/09/2026

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or your next “chapter,” the right strategy can help you set aside cash intentionally while still staying on track. Let's transform your priorities into a financial roadmap you can commit to. https://bit.ly/4vNJHZQ

Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful pla...
07/07/2026

Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap. https://bit.ly/3SNtWna

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If...
07/04/2026

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next. https://bit.ly/4vgv0NY

07/02/2026

Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://bit.ly/4vKfURW

Happy Canada Day! From coast to coast, today is about connection, community and celebration. 🍁
07/01/2026

Happy Canada Day!

From coast to coast, today is about connection, community and celebration. 🍁

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