Catherine Ma - Advisor, Sun Life

Catherine Ma - 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.

Dreaming of owning your first home? You might not know all the tools available to help you get there. From RRSP Home Bu...
05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada ...
05/21/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepr...
05/19/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with...
05/14/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/4uO4nQA

退休不僅僅是一個數字——更是一種生活方式。 無論您嚮往提早退休、轉換跑道，或是循序漸進地過渡到退休生活，我們都能協助您將夢想變為現實。從收入規劃到投資策略，讓我們運用 Sun Life One Plan 為您打造一份獨一無二的退休藍圖。您的...
05/12/2026

退休不僅僅是一個數字——更是一種生活方式。
無論您嚮往提早退休、轉換跑道，或是循序漸進地過渡到退休生活，我們都能協助您將夢想變為現實。從收入規劃到投資策略，讓我們運用 Sun Life One Plan 為您打造一份獨一無二的退休藍圖。您的退休故事，從這裡開始。您理想中的退休生活是什麼樣子？

无论您梦想提前退休、转变职业方向，还是逐步过渡到退休生活，我们都能帮助您将梦想变为现实。从收入规划到投资策略，让我们通过 Sun Life One Plan 为您打造一份独一无二的退休蓝图。您的退休故事，从这里开始。您理想中的退休生活是什么...
05/12/2026

无论您梦想提前退休、转变职业方向，还是逐步过渡到退休生活，我们都能帮助您将梦想变为现实。从收入规划到投资策略，让我们通过 Sun Life One Plan 为您打造一份独一无二的退休蓝图。您的退休故事，从这里开始。您理想中的退休生活是什么样的？

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family...
05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/4ds6ORY

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on yo...
05/08/2026

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!

https://bit.ly/4eBY79H

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased ...
05/07/2026

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://bit.ly/48OdzvT

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve...
05/05/2026

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://bit.ly/4cSvvb6

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2075 Kennedy Road, Suite 1300
Toronto, ON
M1T3V3

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+14163889232

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