Vicki Lin - Advisor, Sun Life

Vicki Lin - Advisor, Sun Life 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.

Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could...
07/28/2026

Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could support your financial goals. Every portfolio journey is unique, and I'm here to help you find the right approach.

Reach out to schedule a quick conversation! https://bit.ly/3Ryf4sE

Not all investors are the same — so why should all portfolios be? The Elevate Portfolio Program comes with options to ma...
07/21/2026

Not all investors are the same — so why should all portfolios be? The Elevate Portfolio Program comes with options to match your risk comfort level and timeline.

Let's find the portfolio that aligns with your vision for the future. https://bit.ly/4hpNJTO

Your portfolio deserves professional attention. The Elevate Portfolio Program features carefully selected funds from lea...
07/14/2026

Your portfolio deserves professional attention. The Elevate Portfolio Program features carefully selected funds from leading asset managers.

Want to learn how this can benefit your portfolio? Reach out! https://bit.ly/4gDIxvm

Here's the thing: lower fees can mean more of your money stays invested and working harder for you. The Elevate Portfoli...
07/07/2026

Here's the thing: lower fees can mean more of your money stays invested and working harder for you. The Elevate Portfolio Program offers transparent, competitive pricing that can benefit your returns.

Curious how much you could save? Let's talk! https://bit.ly/4p6Yyfx

With Elevate Portfolio Program, experienced professionals monitor your investments which are automatically rebalanced to...
06/30/2026

With Elevate Portfolio Program, experienced professionals monitor your investments which are automatically rebalanced to help keep them on track with your goals. That's peace of mind you can count on.

Ready to make investing simple? Let's connect! https://bit.ly/3SVT0Z7

Can a TFSA be part of your long-term savings strategy? Join Sun Life's free “Capital markets expectations for 2024 & bey...
01/12/2024

Can a TFSA be part of your long-term savings strategy? Join Sun Life's free “Capital markets expectations for 2024 & beyond” webinar. https://bit.ly/3TYsUDw

01/11/2024

You’re likely wondering how much you can contribute to an RRSP this year. That amount is based on your income. I can help you figure out how to make the most of your RRSP.

01/10/2024

Are you curious about Canada’s new first home savings account (FHSA)? I can show you how it might work for you.

05/14/2023

Address

333 Preston Street Suite 800
Ottawa, ON
K1S5N4

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