Working with Adeline

I can help you with your financial goals. Want to have a conversation?

Let's set up a meeting to chat!

Adeline Lin, CFP, CLU, CHS

Certified Financial Planner
Investment Representative

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.

Contact Adeline

Let's talk about how I can help you!

Recent Posts

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...

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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....

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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....

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Dividend investing

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....

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Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”

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