Na Joanna Zhang - Advisor, Sun Life

Na Joanna Zhang - Advisor, Sun Life Phone: (778) 887-4388
Address: 4720 Kingsway, Suite 1900, Burnaby, BC V5H 4N2 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/ClearConnection. 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.

Pour de nombreuses familles d’agriculteurs et d’agricultrices, la planification de la relève ne se résume pas à savoir q...
09/08/2026

Pour de nombreuses familles d’agriculteurs et d’agricultrices, la planification de la relève ne se résume pas à savoir qui reprendra l’entreprise. Il faut aussi déterminer si le transfert est possible d’un point de vue financier.

La hausse de la valeur des terres, des coûts de l’équipement et des dépenses courantes peut donner l’impression que la propriété d’une exploitation agricole est hors de portée pour la prochaine génération, même lorsque l’intérêt est présent.

Un plan de transition peut aider à cibler des stratégies pour trouver le juste équilibre entre les besoins de la génération qui prend sa retraite et les objectifs et les réalités financières de celle qui prend la relève.

Je peux vous aider à amorcer la conversation et à entrer en contact avec les professionnels appropriés, au besoin, pour élaborer une stratégie visant à soutenir votre famille et l’entreprise.

Chaque exploitation agricole est unique. Avoir un plan peut aider votre famille à aller de l’avant avec plus de clarté et de confiance.

Parlons-en. https://bit.ly/4gVrZNR

For many farming families, succession isn't just about who will take over — it's also about whether taking over is finan...
09/07/2026

For many farming families, succession isn't just about who will take over — it's also about whether taking over is financially feasible.

Rising land values, equipment costs and operating expenses can make farm ownership feel out of reach for the next generation, even when the interest is there.

A transition plan can help identify strategies that balance the needs of the retiring generation with the goals and financial realities of those taking over.

I can help start the conversation and connect with appropriate professionals where needed to create a roadmap that can help support your family and the business.

Every farm is unique. Having a plan in place can help your family move forward with greater clarity and confidence.

Let’s kick off the conversation. https://bit.ly/4igWLmO

Running a farm means planning for the seasons ahead. But have you considered how your family and business would manage i...
09/06/2026

Running a farm means planning for the seasons ahead. But have you considered how your family and business would manage if life took an unexpected turn?

An illness, injury or loss can create challenges that affect both the people you care about and the farm you've worked hard to build.

Life and health insurance can play an important role in helping protect your family's financial well-being, support ongoing operations, and provide greater confidence for the future.

Learn more about how coverage may fit into your farm's long-term plan. https://bit.ly/4hdIbv7

Spring into savings with Sun Life! I’m excited to announce TWO special offers designed to help you protect what matters ...
05/01/2026

Spring into savings with Sun Life! I’m excited to announce TWO special offers designed to help you protect what matters most.

Get 10% off permanent life insurance when bundled with term, PLUS get cash back on critical illness coverage. Available now through July 31. Let's explore your options together!

Serious illness shouldn't mean financial stress. Purchase critical illness insurance now and receive cash back on your f...
04/30/2026

Serious illness shouldn't mean financial stress. Purchase critical illness insurance now and receive cash back on your first year of premiums: 25% back on adult policies (3 months) or 50% back on child policies (6 months). Get in touch so we can talk about your options. Offer ends July 31, 2026.

Looking for lasting protection and lasting savings? When you purchase term and permanent life insurance together, you'll...
04/29/2026

Looking for lasting protection and lasting savings? When you purchase term and permanent life insurance together, you'll receive an instant 10% discount on your permanent insurance premiums that continues for the lifetime of your policy. Start saving from day one while helping secure your family's future and your legacy. Let’s chat!

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal...
04/06/2026

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://bit.ly/4twffBY.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

Spring is here, and so is home buying season! 🏡 Whether you're a first-time buyer or ready to upgrade, now is the ideal ...
03/28/2026

Spring is here, and so is home buying season! 🏡

Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.

Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://bit.ly/47sGXXR

Today, we celebrate our planet and commit to protecting it for future generations.  Small actions today create a lasting...
03/27/2026

Today, we celebrate our planet and commit to protecting it for future generations.

Small actions today create a lasting impact tomorrow.

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4151 Rose Crescent
West Vancouver, BC
V7N2N6

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