Services

Insurance

With access to all the major insurers in Canada, I can assist in helping you find the best life, disability and critical illness insurance to suit your needs and budget.

I also offer private health and dental insurance through four major insurance carriers as well as travel insurance coverage.

Investments

Investing and investment plans should be tailor-made to your financial goals and time horizon. Whether you already have investments but are not confident about their returns or want to start saving and investing for the first time, I am here to assist you.

Let me help you with your TFSA, RRSP, RESP, RDSP, LIRA, IPP, or non-registered accounts.

Mortgages

I am available for your mortgage preapproval, purchase, renewal, and refinancing needs.

No two lenders are alike, and neither are clients. With access to over 22 different lenders – including traditional banks, virtual lenders, alternative and private lending solutions – I will make sure to find the best solution for you.

If you are interested in commercial financing, my commercial lending team will be able to assist you.

We also offer solutions for exceptional cases such as those affected by the foreign buyer ban, clients who are post-consumer proposal or bankruptcy, and those with non-traditional income.

Fee-Based Consultations

Fee-based consultations are also available starting $150 per hour. Please book an initial free discovery call for more information.

Advanced Solutions

My team and I also offer advanced solutions for corporate business owners or those with specific situations, including:

Insurance tax strategies for corporate business owners
Individual Pension Plans for high income clients who have maximized their TFSAs and RRSPs
Solutions for those with dual US/Canadian citizenship (personal and corporate)
Group RRSPs and other group benefits
Advanced estate planning

Financial Literacy

My mission is to help women gain more confidence and take control of their finances, by educating them about their options and explaining hard-to-understand financial jargon.

From September to June, we meet every Tuesday on Zoom to discuss a different topic related to personal finance, investing, entrepreneurship, and real estate. Every 4-6 weeks, we also organize an in-person events. Join our Facebook group to stay informed.

How It Works

Discovery Call

Every relationship begins with a free 30-minute discovery call. The purpose of this call is to discuss what you are looking for as a client, what I offer as a financial professional, and if we wish to proceed to work together.

Gather Information

If we choose to proceed, you will receive a Next Steps email with the New Client Questionnaire, a list of documents to be uploaded using a secured link, and what to expect in the next few days.

File Analysis & Document Preparation

Once all documents are received and I complete a needs analysis we will go over your options. This is usually done over the phone or via Zoom. Once you confirm which option(s) you would like to proceed with, your transaction documents will be sent to you for review and electronic signature.

File Completion

Whether we are working on an insurance, investment, or mortgage solution for you, completion times may vary. This can be due to your individual circumstances, industry delays, compliance requirements, or delays at the relinquishing institution (in the case of investment fund transfers).

Annual Review

As per the regulations set by the Autorité des Marchés Financiers, advisors are obligated to touch base with their clients once a year to conduct an annual review. Annual reviews can take five minutes, or they can take two hours depending on one’s life changes.

As an added value for my clients, reviews can be done as needed based on life changes or changes in circumstances at no charge.

Lin Sok Services Financiers Inc
360, rue Saint Jacques suite G101
Montreal, QC H2Y 1P5
Contact Us