Jacqueline Ng - Advisor, Sun Life

Jacqueline Ng - Advisor, Sun Life I will work with you to understand your specific situation and goals, to help you make informed fin 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.

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

财产规划，不止关乎钱财，更是关乎财富传承。您是否想过，您的资产未来将如何管理与分配？ 让我们共同制定一套契合您价值理念的方案，守护您所珍视的一切。
08/31/2026

财产规划，不止关乎钱财，更是关乎财富传承。您是否想过，您的资产未来将如何管理与分配？

让我们共同制定一套契合您价值理念的方案，守护您所珍视的一切。

Want your money to work for your family's future? 💰 Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/3SlifnX

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Person...
08/21/2026

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

What is your financial personality type? 💸 When it comes to managing money, everyone has a unique style. Are you: 🏅 The ...
08/21/2026

What is your financial personality type? 💸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your va...
08/18/2026

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://bit.ly/4qItFip

曾以为存钱买房遥不可及？ 其实不然！首次购房储蓄账户 (FHSA) 让这件事变得切实可行。 • 存入即享税收减免，帮您加速攒钱 • 账户收益免税增长 • 购房支取时，同样无需缴税 您开通 FHSA 了吗？欢迎分享您的故事！
08/17/2026

曾以为存钱买房遥不可及？

其实不然！首次购房储蓄账户 (FHSA) 让这件事变得切实可行。

• 存入即享税收减免，帮您加速攒钱
• 账户收益免税增长
• 购房支取时，同样无需缴税

您开通 FHSA 了吗？欢迎分享您的故事！

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical il...
08/08/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://bit.ly/4wOUdk9

It's never too early to start. When kids learn about money young, they make smarter choices later. 💡 Here's how to get s...
08/06/2026

It's never too early to start. When kids learn about money young, they make smarter choices later. 💡

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://bit.ly/4z3xdiC

Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and di...
08/04/2026

Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.

Ready to get started? Reach out to discuss your estate plan today. https://bit.ly/3TDkuDg

Address

2075 Kennedy Road, Suite 1300
Toronto, ON
M1T3V3

Telephone

+14167267922

Website

Alerts

Be the first to know and let us send you an email when Jacqueline Ng - Advisor, Sun Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category