Whether you have a quick question or you're ready to start building your financial plan — Carrie is here to help. Reach out in the way that works best for you.
Schedule a free, no-obligation consultation at a time that suits you — in person, by phone, or virtually.
Book online →Have a quick question? Call directly during business hours. Carrie or her team will be happy to help.
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Licensed to practice in Ontario and Saskatchewan — serving clients in person and virtually across the region.
Not sure what to expect? Here are answers to the questions Carrie hears most often.
Yes, completely. Carrie offers a complimentary first meeting with no obligation whatsoever. It's a chance for you to ask questions, share your goals, and see if working together feels like the right fit — with zero pressure.
Both options are available. Carrie regularly meets with clients via phone or video call — it's just as effective as an in-person meeting. If you're in the North York area and prefer to meet face-to-face, the office at 5775 Yonge Street is easily accessible.
Nothing formal is required for a first conversation. It helps to have a general sense of your current income, savings, and what you'd like to achieve — but even if you're starting from scratch, Carrie will guide you through everything step by step.
Absolutely. Whether you're an existing Sun Life client who wants a second opinion, or someone looking to consolidate their financial planning, Carrie is happy to review your existing plan and explore whether there are better solutions for your situation.
Yes — and this is one of Carrie's specialties. She is fluent in English, Mandarin, and Taiwanese, and has extensive experience helping newcomers to Canada navigate the TFSA, RRSP, and RESP system from scratch. You're in great hands.
Carrie typically responds to all enquiries within one business day. For urgent matters, calling directly at (647) 500-8885 is the fastest way to reach her during office hours.
As a Sun Life advisor, Carrie is compensated through the financial products she recommends — meaning her advice and planning guidance come at no direct cost to you. The initial consultation is always free, and there's no pressure to purchase anything.
Yes — Carrie has deep expertise in business owner planning, including key person insurance, buy-sell agreement funding, corporate-owned life insurance, and succession planning. If you own a business, book a call to explore what strategies might apply to your situation.
There's no such thing as a silly question when it comes to your financial future. Carrie is here to help.