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.

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Recent Posts

January 2026 market update

Feb 05, 2026 - Tom Fraser

January markets reflected shifting trade dynamics, persistent inflation, and rising global risk – all building pressure beneath the surface. Geopolitics, central bank decisions and energy markets contributed to the tremors shaping the investment land...

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December 2025 market update

Jan 08, 2026 - Canada Life

Global markets ended 2025 on a cautious upswing, with resilient North American growth, soft demand in China, and record highs in key commodities shaping the outlook for 2026....

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November 2025 market update

Dec 04, 2025 - Canada Life

Markets may look calm, but the details tell a different story. Canada’s ambitious budget, Japan’s tariff struggles, and the U.S. emerging from its longest shutdown ever are shaping the global outlook....

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October 2025 market update

Nov 06, 2025 - Canada Life

October was a month of mixed signals. While equities climbed and AI leaders like NVIDIA surged, Canada faced trade setbacks and a slowing labour market. The Bank of Canada responded with another rate cut....

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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.

 

 

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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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