Lynn Chen - Advisor, Sun Life

Lynn Chen - Advisor, Sun Life Together, we can build your plan to grow savings and protect your assets so you can enjoy your 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.

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️ Let's chat about making y...
11/27/2025

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊

11/13/2025

Is your wallet feeling more 'oh no' than 'ho ho ho' this season?

Don't let holiday spending get you down, sleigh your budget with these tips:
-Make a list, check it twice (budgets are nice!)
-DIY gifts = extra merry & bright
-Shop sales (or regift) like a frugal elf would

You can also use your TFSA for short-term saving. It's like a magic sack for your holiday cash. Remember, the best gift is time together. Create memories, not debt this holiday season! 🏡❤️

Want to chat about keeping your finances festive all year round? Reach out before 2025 gets away.

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better....
10/30/2025

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://bit.ly/3LffRLC

Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, ...
09/18/2025

Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.



*Certain terms and conditions apply. Contact me for more information.

Paying off student loans? Get in touch to see how paying down your loans can fit into your overall financial roadmap.
09/04/2025

Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

08/21/2025

With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.

Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to convention...
08/07/2025

Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!



*Certain terms and conditions apply. Contact me for more information.

Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their al...
07/24/2025

Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:

1. Spend
2. Save
3. Share

This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.

07/10/2025

As a parent, there's nothing quite like the pride of watching your child walk across that stage at graduation. 🎓 But let's be honest – the journey to that moment can be filled with financial stress and worry. Let's chat about how starting to save early, can help them in the long run.

Transcript: What is an RESP? Simply put, a Registered Education Savings Plan, or RESP, is a type of savings account designed to help save for a child's education after high school. People usually set them up for their kids or grandkids. How much can you contribute to an RESP? Parents, grandparents, relatives and friends can contribute money any time into an RESP. There’s no annual contribution limit. But the most you can contribute is $50,000 in total, for each beneficiary. What can an RESP be used for? An RESP can help a student pay for a university, college or an apprenticeship. What are the benefits of an RESP? The Canadian government will match 20% of your annual contributions, up to $500 per year, to a lifetime maximum of $7,200. That's free money! RESPs are tax-sheltered savings plans. This means that any investments within the plan grow tax-free until they’re withdrawn. RESPs are tax-sheltered savings plans. This means that any investments within the plan grow tax-free until they’re withdrawn. RESPs combine savings with free money in the form of government grants. That's what makes them such a smart savings opportunity for Canadian families. For more tips and tools, visit sunlife.ca.

07/07/2025

Boost your knowledge with this helpful article.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

07/05/2025

When you’re building your wealth, it’s important to take a strategic approach. Reach out to discuss how to make every dollar work harder.

07/04/2025

How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Reach out to me at [email protected] or 647-233-8878.

Address

9050 Yonge Street Suite 500
Richmond Hill, ON
L4C9S6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13065808612

Website

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