让我们一起评估您的短期与长期目标，制定一套让您充滿信心的策略 — ——为您的家庭、退休及未来做好准备。
财务规划師, Sun Life
Seven Lakes Financial Services Inc.
無论您是在累积财富、保障家庭，还是规划财产传承，王羽恬都能在您人生的每个階段提供量身定制的解决方案。
透過个人化的 RRSP 策略、退休金审查及长期收入规划，打造一个充滿信心且收入稳定的退休生活。
以完善的遗产及受益人策略，保护您的财富传承并确保资产順利传給下一代。
专为企业家设计的财务及保险规划 — 涵蓋关键人物保障、接班计划及股東协议。
透過 Sun Life 互惠基金方案累积财富 across registered and non-registered accounts, matched to your risk profile and timeline.
以合適的保障守护您的家庭 — 涵蓋定期寿险、终身寿险及 Sun Life 分紅保险，提供长期价值与保障。
一旦确诊涵蓋的重大疾病，即可获得一次性免税赔付, giving you and your family financial freedom exactly when it matters most.
王羽恬 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.
与王羽恬联繫Advanced 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.
王羽恬分享实用知识，协助您做出更明智的财务决策 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.
预約免费且無义务的諮詢 — 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.
财务规划師, CEA, CLU® · Sun Life
Carrie typically responds within one business day.