Adeline Lin, CFP, CLU, CHS
Certified Financial Planner
I have been in the business since 2008 and work exclusively on a personal introduction basis.
As a financial planner, I recognize clients rely on me for advice about some very important decisions; therefore, I strive to do what is right for clients and work with a team of experts whom I can leverage depending on clients’ unique needs.
Starting from the introduction meeting, clients discover quickly that I truly listen. From listening, I help clients identify their financial priorities and make sure to explain financial concepts so that clients have the confidence in the decisions they are making.
One of my qualities that clients deeply value is dependability. You can count on me to always do what I say I will do and to always be there during various life changes, when you need me the most.
Let's talk about how I can help you!
November 2023 market update
Dec 07, 2023 - Canada Life Investment Management Ltd.
For the month ended November 30, 2023. Read our monthly update to find out what’s been moving markets...Read more
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more
Nov 27, 2023 - Canada Life
To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....Read more