Anna Feng - Sun Life Advisor

Excited to share a small milestone in my journey — this is part of my long-term commitment to serving clients and growing a sustainable business. The name Lumina represents guidance, hope and growth.

While the structure behind the scenes has evolved, what remains unchanged is my focus on providing personalized financial planning, wealth strategies, and support tailored to each client’s unique goals.

Feeling uneasy about market ups and downs? It’s normal to worry when things feel uncertain. But here’s a reminder:

✅ Markets usually bounce back over time
✅ Diversifying your investments can help manage risk
✅ Reacting too quickly can lead to missed chances
✅ Staying focused on your long-term goals can make all the difference.

Want to learn more? Read our article: https://ow.ly/Z5LE50YFQ7B

You file your taxes every year, but do you know if you’re claiming everything you can?

✅ Tax deductions reduce your taxable income.
✅ Tax credits reduce the tax you owe.
✅ Some credits even apply if you owe no tax at all. Missing one could mean paying more tax than necessary.

Taking time to review receipts, contributions, and benefits can make a difference at tax time.

Have questions about your taxes? Sun Life offers resources that can help explain how credits and deductions work.

To start, read this article to see which tax credits and deductions you might be missing: https://ow.ly/mV2Y50YMAVL

Retirement might feel like a distant milestone, or it might feel just around the corner.

Either way, when your plan reflects your values and priorities, confidence follows.

A Sun Life advisor can help you take steps today, so your future truly reflects your goals, dreams, and what matters most to you.

Thinking you might be ready to talk more? Click here to find an advisor the feels right for you: https://ow.ly/eOr650XCLlV