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from 王羽恬

以淺显易懂的語言,提供退休、投资、保险、遗产规划等各方面的清晰实用指引 — 协助您做出充滿信心的财务决策。

王羽恬

王羽恬

财务规划師
Seven Lakes Financial

CEACLU®MDRTSun Life

Carrie shares insights from years of experience helping families and business owners across Ontario and Saskatchewan build lasting financial security.

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选擇您感兴趣的主题

每个章节均由王羽恬撰写,协助您了解各种选擇并做出充滿信心的财务决策。

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Retirement planning

RRSP 策略、CPP 和 OAS 时机、收入预測,以及您按自己方式退休所需的一切知识。

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投资规划

TFSA、RRSP、RESP、非登记账户及 Sun Life 互惠基金策略——清晰易懂地一一说明。

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人寿及重大疾病保险

定期寿险、Sun Life 分紅保险、重大疾病保障——如何为您的家庭选擇合適的保障。

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Estate planning

保护您的财富传承、选擇受益人、遗囑执行職责及财富转移策略。

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Business owner solutions

关键人物保险、買賣协议、企业人寿保险及接班计划。

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Tax tips & strategies

如何透過善用账户、收入分配及慈善捐贈来減轻税务负擔。

最新文章

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Investing

TFSA, RRSP, RESP or non-registered — which account should you invest in first?

Most Canadians have limited dollars and multiple account options. Here's the priority order that works for most situations.

Retirement

How much do you really need to retire comfortably in Canada?

The "70% rule" is popular — but it isn't right for everyone. A practical guide to calculating your personal target.

Investing

RESP explained: how to maximize the government grant for your child's education

The government gives you $7,200 per child — most families leave money on the table without knowing it.

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每月一次,直送您的电子郵箱——涵蓋退休、投资、保险及税务策略的实用洞見。 無垃圾郵件,只有清晰且可执行的建议。

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