Meet 王羽恬,
CEA, CLU®
财务规划師 at Seven Lakes Financial Services Inc. and Sun Life advisor — dedicated to helping families and businesses build lasting financial security.
财务规划師 at Seven Lakes Financial Services Inc. and Sun Life advisor — dedicated to helping families and businesses build lasting financial security.
Whether you're thinking about your family, home, career, health, or retirement — or any combination of these — 王羽恬 has the expertise and the heart to guide you toward a brighter, more financially secure life.
As the founder of Seven Lakes Financial Services Inc. and a licensed Sun Life advisor serving clients across Ontario and Saskatchewan, Carrie brings years of experience in the financial services industry to every client relationship she builds.
Her approach is personal, collaborative, and always tailored to your unique situation. Carrie will work closely with you to understand your financial goals, prepare for the unexpected, and take advantage of new opportunities — throughout every stage of your life.
Carrie is fluent in English, Mandarin, and Taiwanese, making her uniquely positioned to serve clients from diverse cultural backgrounds with clarity and care.
Extensive background in financial planning, insurance, and investment strategies built over a distinguished career in the industry.
Million Dollar Round Table membership reflects Carrie's commitment to exceptional client service and professional standards.
Carrie has helped hundreds of clients across Ontario and Saskatchewan achieve financial peace of mind.
5775 Yonge Street, Suite 1900, North York, ON M2M 4J1 — serving clients in person and virtually.
Carrie believes financial planning is not just about numbers — it's about your life, your family, and your future. These principles shape every client relationship she builds.
Every client's situation is unique. Carrie takes the time to truly understand your goals, concerns, and life circumstances before recommending any strategy.
Financial planning can be overwhelming. Carrie translates complex concepts into clear, actionable steps so you always feel confident and informed about your choices.
Your needs evolve over time. Carrie builds long-term relationships, regularly reviewing and adapting your plan as your life circumstances change and grow.
每项资格都代表多年的学习、严格的考試，以及对最高专业标准的承諾。
The CLU® is one of the most respected designations in the financial services industry. It reflects mastery of life insurance, estate planning, business planning, and family financial planning — gained through rigorous coursework and examinations.
The CEA designation equips Carrie to guide clients and their families through the complex estate administration process. This includes executor duties, estate settlement, and helping families navigate one of life's most challenging transitions.
MDRT membership is a globally recognized mark of excellence, achieved by fewer than 1% of financial professionals worldwide. It represents an exceptional standard of client service, professional knowledge, and ethical conduct.
As a Sun Life advisor, Carrie has access to one of Canada's broadest portfolios of insurance, investment, and financial planning solutions — all backed by a company with over 150 years of history and trust.
Carrie's process is built on trust, transparency, and a genuine commitment to your long-term wellbeing.
Your journey starts with a relaxed, no-obligation conversation. Carrie listens to understand your life situation, financial goals, family needs, and any concerns you may have. No jargon, no pressure.
Carrie reviews your current financial picture — income, assets, protection coverage, and existing plans — to identify strengths and gaps, and to understand where you need the most attention.
Based on your unique goals, Carrie creates a comprehensive, tailored financial plan — covering retirement, estate, insurance, and investment strategies that work together as a whole.
Carrie walks alongside you as your plan is put into action — and stays in close contact as your life evolves, regularly reviewing and adjusting your strategy to keep you on track.
Carrie is passionate about making financial advice accessible and clear for everyone, regardless of language background.
Book a free, no-obligation consultation with Carrie — in person, by phone, or virtually.