Let's assess your short and long-term goals and create a strategy that you can feel confident in — for your family, your retirement, and your future.
Financial Planner, Sun Life
Seven Lakes Financial Services Inc.
Whether you're building wealth, protecting your family, or planning your legacy — Carrie offers personalized solutions at every stage of life.
Build a confident, income-secure retirement with personalized RRSP strategies, pension review, and long-term income planning tailored to your life goals.
Protect your legacy and ensure your wealth is transferred smoothly to the next generation with sound estate and beneficiary strategies.
Specialized financial and insurance planning for entrepreneurs — from key person coverage to succession planning and shareholder agreements.
Grow your wealth with Sun Life mutual fund solutions across registered and non-registered accounts, matched to your risk profile and timeline.
Protect your family with the right coverage — term life, whole life, and Sun Life Par participating insurance for long-term value and security.
Receive a lump-sum benefit upon diagnosis of a covered serious illness, giving you and your family financial freedom exactly when it matters most.
Carrie Wang is a Chartered Life Underwriter (CLU®) and Certified Executor Advisor (CEA), and a proud member of the Million Dollar Round Table (MDRT) — recognitions that reflect her dedication to excellence and her clients' success.
As the founder of Seven Lakes Financial Services Inc. and a Sun Life advisor serving clients in Ontario and Saskatchewan, Carrie brings deep expertise in retirement, estate, and business planning with a warm, bilingual approach in English, Mandarin, and Taiwanese.
She believes financial planning is not just about numbers — it's about your life, your family, and your future.
Connect with CarrieAdvanced designation focused on insurance, estate planning, and complex financial needs.
Specialized training in estate administration to guide clients and families through the executor process.
A globally recognized achievement representing the top tier of financial professionals worldwide.
Backed by one of Canada's most trusted insurance and financial services companies.
Carrie shares practical knowledge to help you make better financial decisions for your family's future.
A practical breakdown of retirement income needs, CPP, OAS, and how to bridge any gaps with your RRSP.
Understanding contribution room, tax implications, and how to use both accounts strategically together.
The financial impact of a serious diagnosis — and how a lump-sum benefit can protect your family's lifestyle.
Book a free, no-obligation consultation — in person at 5775 Yonge St, North York, by phone, or virtually.
Reach out with any questions — Carrie is here to provide clarity and help you get started on your financial journey.
Financial Planner, CEA, CLU® · Sun Life
Carrie typically responds within one business day.