Amy Yeung - Sun Life Financial Advisor

Description

As an advisor with Sunlife, I will work closely with my clients to fully understand their specific situation and goals.
Based on their needs, I’ll help them make informed financial choices to build their savings, protect what they have saved against unexpected events and to prepare them financially for their future. The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: • Salary or income, investments and insurance amounts • Pension and registered savings information • Assets and debts • Financial information for any business you own Contact me today to get started.