Catherine Ma - Advisor, Sun Life

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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.

Investments are one part of a broader financial strategy. They're tools that can help support retirement, education fund...
09/25/2026

Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help k...
09/24/2026

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

If you could improve just one area of your business before the end of the year, what would it be? 💬 Cash flow 💬 Tax plan...
09/22/2026

If you could improve just one area of your business before the end of the year, what would it be?

💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning

Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://bit.ly/4jjgPVP

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing fami...
09/18/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://bit.ly/4hcSNcp

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial ...
09/17/2026

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.

What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂

Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ...
09/15/2026

Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported

Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.

Reach out if you'd like to discuss strategies that could support your legacy goals.

More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about ...
09/14/2026

More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.

What does your ideal retirement include? Share one thing in the comments. ⬇️

If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://bit.ly/4AcAHA9

九月往往帶來新的日常節奏和時間表，這不僅是找回好狀態的絕佳時刻，也是重新梳理財務目標的好時機——無論您是在為置業儲蓄、計劃家庭旅行，還是建立應急基金。 這個秋季，你想實現哪一項財務目標？請在下方評論區分享。🍂
09/14/2026

九月往往帶來新的日常節奏和時間表，這不僅是找回好狀態的絕佳時刻，也是重新梳理財務目標的好時機——無論您是在為置業儲蓄、計劃家庭旅行，還是建立應急基金。

這個秋季，你想實現哪一項財務目標？請在下方評論區分享。🍂

Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your...
09/11/2026

Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.

Have questions about your investment strategy?

Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://bit.ly/46RSTBv

You’ve invested years into building your business, but what’s your plan for what comes next? Whether you’re thinking abo...
09/08/2026

You’ve invested years into building your business, but what’s your plan for what comes next?

Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.

The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://bit.ly/4gGoDzr

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2075 Kennedy Road, Suite 1300
Toronto, ON
M1T3V3

Telephone

+14163889232

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