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!
Don’t let emotions rule your investment plan
Sep 27, 2023 - Canada Life
There are several strategies you can use to take the emotion out of your investing...Read more
Why you should choose a beneficiary
Sep 21, 2023 - Canada Life
Choosing a beneficiary is an important part of your financial plan...Read more
What are real assets?
Sep 19, 2023 - Canada Life
Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...Read more
What’s the difference between mutual funds and segregated funds?
Sep 18, 2023 - Canada Life
Mutual funds and segregated funds are both investment options, but they have some key differences...Read more