AdelineĀ 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.

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Recent Posts

Is value investing right for you?

Jun 08, 2023 - Canada Life

With rising interest rates and inflation should you be considering different investment options? Value investing could help provide you with both risk mitigation and the potential for long-term gains...

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May 2023 market update

Jun 07, 2023 - Canada Life Investment Management Ltd.

For the month ending May 31, 2023...

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Take your donation dollars further

Jun 01, 2023 - Canada Life

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

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