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Locality: Toronto, Ontario

Phone: +1 416-696-0083



Address: 150 Ferrand Dr Toronto, ON, Canada

Website: www.sunlife.ca/alicia.jiang

Likes: 36

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Alicia Jiang, CFP, CLU, RRC 20.10.2021

Thinking about opening your first RRSP? Good idea! Before getting started, you should review how they work because registered accounts have rules that you’ll need to follow. If you have any questions about the information provided, don’t hesitate to reach out to me with your questions.

Alicia Jiang, CFP, CLU, RRC 17.10.2021

A family screen audit can help your family better understand the relationship you have with technology and allow you to create rules around how much screen time should be had. When evaluating your family’s time on devices consider these 4 types of uses: 1. Passive consumption. Includes watching TV/tablet, reading, and listening to music 2. Interactive consumption. Includes playing games or browsing the internet 3. Communication. Includes social media, texting, messaging and... video-chat 4. Content creation. Using it to create digital art and music This article offers five simple strategies to get back to more ‘in real life’ in your life.

Alicia Jiang, CFP, CLU, RRC 27.09.2021

Have your shopping habits changed due to the increased prices in the last six months? In a recent survey by Dalhousie University, 51.8% said they’ve noticed meat products have increased the most. 49% say they’ve reduced the amount of meat they’ve bought over the past six months. Where do you try to save on your grocery bill?

Alicia Jiang, CFP, CLU, RRC 08.09.2021

The groceries for a year giveaway is back. Hurry and unlock your chance to win today. Learn more by going to sunlife.ca/groceries for details. https://bit.ly/GoMobile2021.

Alicia Jiang, CFP, CLU, RRC 29.08.2021

Carrying mortgage debt into retirement? Retiring mortgage-free is a goal for many Canadians. But what if you can’t? Here are some ideas that may help. #mortgage #retirement

Alicia Jiang, CFP, CLU, RRC 19.08.2021

Including self-care in your daily routine has a lot of benefits like promoting positive health outcomes. But how can you include it to your already busy schedule? Self-care doesn’t have to involve a complete overhaul of your current routine. Lumino Health talked to experts to get tips on sneaking self-care into your routine. Get their 12 recommendations here. #luminohealthy #selfcare

Alicia Jiang, CFP, CLU, RRC 03.08.2021

Are you prepared for the unexpected? Watch this video based on a real Client story showcasing the positive impact of good financial advice. Don’t wait until it’s too late. Let’s get you started today.

Alicia Jiang, CFP, CLU, RRC 14.07.2021

Since TFSAs were introduced in 2009, they’ve become an important part of many Canadians’ financial plans. Here are 6 ways you can put this terrifically flexible savings account to work.

Alicia Jiang, CFP, CLU, RRC 29.06.2021

In a seller's market, there are more buyers than available houses. It also means that your full-price offer just isn’t going to cut it. So, what can you do to get that house you’ve searched high and low for? Here are some tips that might push your offer to the front of the line.

Alicia Jiang, CFP, CLU, RRC 09.06.2021

Looking for ways to pay off your tuition bill during the pandemic? How about creating a #budget, finding a side hustle, or applying for a loan or grant? Despite how tough it may seem, there are options to help you get there.

Alicia Jiang, CFP, CLU, RRC 20.05.2021

BOMAD Bank of Mom and Dad is the popular choice of millennials seeking to buy a home in today’s market. Parents, we all want to help our children in any way we can. Let’s make sure it’s not at the detriment of your own financial health. Before making any gifts or loans, you want to understand how it will impact your future. Here’s some advice to consider from the experts.

Alicia Jiang, CFP, CLU, RRC 18.05.2021

As storms are becoming more frequent and more severe, property damage is becoming even more devastating. Not to mention the loss of beautiful grand old trees that we thought would stand the test of time. If your property could suffer damage, it’s recommended that you check your insurance coverage before removing debris. You could also consider preventive maintenance if you have concerns. #storms #insurance

Alicia Jiang, CFP, CLU, RRC 03.05.2021

You can't keep your retirement savings in an #RRSP forever. See how a #RRIF gives you a way to turn your RRSP into income to help pay for retirement.

Alicia Jiang, CFP, CLU, RRC 13.01.2021

Are you looking for ways to give your financial health a boost this new year? Here are 5 goals that can help you take back control of your finances and I can help you get there. Contact me today.

Alicia Jiang, CFP, CLU, RRC 13.01.2021

Did you know that if you’ve been over 18 years of age since 2009 and never opened a Tax-Free Savings Account (TFSA) you can contribute up to $75,500 today? Need help getting started? Contact me today.

Alicia Jiang, CFP, CLU, RRC 05.01.2021

As the new year begins why not kick-start it off with a new plan, like saving more money. Let’s get you there by reviewing your financial goals today. http://bit.ly/LetsGetYouThereFH

Alicia Jiang, CFP, CLU, RRC 05.01.2021

Sometimes making big changes isn’t what you need in order to eat healthier. When it comes to healthy eating, there are many small things you can do that can make a big difference. #Health

Alicia Jiang, CFP, CLU, RRC 01.01.2021

Having good life insurance coverage offers a helping hand to your loved ones should anything happen to you. How does it help? Contact me today to learn more or for a review or your protections needs. #insurance

Alicia Jiang, CFP, CLU, RRC 27.12.2020

Have you been meaning to consolidate your savings into one place? Now is a great time to act! Get up to $500 and save on transfer fees, too. Find out more at sunlife.ca/consolidate.

Alicia Jiang, CFP, CLU, RRC 19.12.2020

For most people, an RRSP is a great way to save for #retirement and pay less tax, but there are some other really useful things you can do with them. Here are 6 ways you can utilize an RRSP to reach your financial goals. #personalfinance

Alicia Jiang, CFP, CLU, RRC 14.12.2020

Today is the first blank page of a 365 page book. Write a good one. Happy New Year everyone! #NewYearsDay #2021

Alicia Jiang, CFP, CLU, RRC 24.11.2020

If one of your goals for 2021 is to purchase a home, there are some important rules you need to know first. #mortgage #protection