Joy Liu - Sun Life Financial advisor

08/16/2022

06/02/2022

Congrats, you’ve graduated and landed that first ‘real’ job. Now it’s time to think about these 4 money tips.

02/03/2022

2021 tax season primer: Our roundup of the best tax tips for Canadians.
A second year of the pandemic means another tax season with COVID-related deductions. There’s a lot to know this time around again. Whether you’re deciding to your taxes or hire a professional, these tips should help you understand the rules.

Are there still special write-offs for COVID? TFSA or RRSP? When is interest tax deductible? Find out all this, and more, in our round-up of best tips for Canadians for 2021 tax season.

01/28/2022

It is now job change season, really important to look out for your own benefits.

Thinking about leaving your job? Maybe you don't have to do without the great health insurance that comes with it. Here are your options.

11/17/2021

it's the right time to consolidate your assets with us!

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

10/18/2021

I have helped with a client, exact case scenario.
RESP withdraw need to be strategic, discuss with an advisor will save you taxes and fees.

Without a strategy, clients with large plans could be heavily taxed on payments

09/10/2021

Value of advice, is to have some work on your side
https://sunlife.hubs.vidyard.com/watch/sx4VdpXbxzPxsH47cQ6jTM?

09/09/2021

What to do with an inheritance
The “great wealth transfer” is expected to happen in 2026. This is when the first of the Canadian baby boomers will reach 80 years old. This will spark as much as $1 trillion dollars passing from boomers to their families. Some are calling it the biggest intergenerational wealth transfer in history.

If you’re anticipating a significant lump sum to come your way it’s important to have a plan in place. Get ready by reviewing your financial goals, having a tax strategy in place and making sure it’s protected. Don’t wait to receive professional guidance, contact me today.

Are you in line for a large inheritance? You might be. Are you prepared for it? Maybe not. Here are 5 ways to get ready.

05/27/2021

How gardening can save money and improve your health
has sprung! Time to head out to your garden to get your hands dirty and do your body (and heart) good. Learn how gardening can save you , burn calories and help fight anxiety and depression.

Spring has sprung! Time to head out to your yard or balcony garden to get your hands dirty and do your body (and heart) good.

05/19/2021

Oricia Smith, president of SLGI Asset Management, holds her firm to a high standard