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Grow your money and keep it at your fingertips.

Products and services

As your advisor, I am dedicated to providing you with practical solutions to your unique needs. I will work with you to help you get a clear picture of where you are now, and where you would like to be in the future.

Mom and son on a beach

For individuals

Growing and protecting the income you and your family depend on is a challenge. Whether it’s through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security.

 
Man in a business meeting

For businesses

Businesses large and small can benefit from solutions that help protect your business and the people that work for you. Because every business is unique, plans can be tailored to suit your specific needs.


 
永明金融庆祝成立150周年

永明金融庆祝成立150周年

永明金融总裁兼首席执行官Dean Connor与您回顾永明150年历史的一些重要发展历程。详情请参看

http://www.sunlife.com/150


终身富足(Money for Life):  遗产最大化

终身富足(Money for Life): 遗产最大化

现在的产品易于掌握、选择多,是时候重新思考您希望怎样留下遗产了。您的顾问可以告诉您怎样有策略地使用寿险,来把遗产最大化,让寿险成为您投资组合的关键。


终身富足(Money for Life): 要为自己的身体健康,做好财务上的准备吗?

终身富足(Money for Life): 要为自己的身体健康,做好财务上的准备吗?

年纪越大,保健开支便越多。终身富足(Money for Life)的重点之一,便是为可能出现的健康 问题做好准备。


终身富足(Money for Life): 用保险来保护您的财富

终身富足(Money for Life): 用保险来保护您的财富

富有便不需要保险,是一种误解。富人当然希望保持生活方式,但其实越富有,可以失去的东西同时也越多。是時候重新考虑保险了。

 

* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.