讓我們一起評估您的短期與長期目標，制定一套讓您充滿信心的策略 — ——為您的家庭、退休及未來做好準備。
財務規劃師, Sun Life
Seven Lakes Financial Services Inc.
無論您是在累積財富、保障家庭，還是規劃財產傳承，王羽恬都能在您人生的每個階段提供量身定制的解決方案。
透過個人化的 RRSP 策略、退休金審查及長期收入規劃，打造一個充滿信心且收入穩定的退休生活。
以完善的遺產及受益人策略，保護您的財富傳承並確保資產順利傳給下一代。
專為企業家設計的財務及保險規劃 — 涵蓋關鍵人物保障、接班計劃及股東協議。
透過 Sun Life 互惠基金方案累積財富 across registered and non-registered accounts, matched to your risk profile and timeline.
以合適的保障守護您的家庭 — 涵蓋定期壽險、終身壽險及 Sun Life 分紅保險，提供長期價值與保障。
一旦確診涵蓋的重大疾病，即可獲得一次性免稅賠付, 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.
與王羽恬聯繫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.
王羽恬分享實用知識，協助您做出更明智的財務決策 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.
預約免費且無義務的諮詢 — 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.
財務規劃師, CEA, CLU® · Sun Life
Carrie typically responds within one business day.