Life changes, plans evolve

Turn everyday choices into lasting confidence.

Practical financial education and coordinated professional support for Canadian families, newcomers and business owners—from cash flow and registered accounts to protection, mortgages and retirement planning.

Book an introductory conversation →

How we help

See the full financial picture.

Connect today’s choices with longer-term family goals.

Cash Flow & Debt

Organize income, expenses, emergency savings and debt priorities.

Canadian Accounts

Understand TFSA, RRSP, FHSA, RESP, RRIF and non-registered accounts.

Long-Term Investing

Review goals, time horizon, risk tolerance and professionally managed solutions.

Family & Business Protection

Review income, mortgage, travel and small-business protection needs.

Mortgage & Financing

Explore purchase, renewal, transfer and refinancing choices.

Retirement & Legacy

Coordinate retirement income, benefits, beneficiaries and professional resources.

Ting · Family Financial Advisor

Financial education, needs analysis and long-term planning.

Financial services profile →
Licensed services

Mortgage and protection services.

Licensed mortgage broker

Mortgage & Financing

Residential purchases, renewals, transfers, refinancing, rental properties and selected commercial or multi-unit inquiries.

Protection review

Personal, Family & Small Business

Needs-based conversations about term life, travel, dental and small-business EDGE protection services.

Newcomer finance

Financial priorities change as life changes.

Build a clear sequence from settlement to homeownership, family growth, business and retirement.

Arrive & Settle

Tax status, banking, credit and emergency savings.

Work & Buy a Home

Budgeting, FHSA, TFSA, mortgage readiness and income protection.

Grow a Family

RESP, insurance, long-term investing and beneficiaries.

Build a Business

Cash flow, reserves, accounting resources, financing and protection.

Retire & Transfer Wealth

Retirement income, withdrawals, benefits and estate planning.

Professional resource centre

One network, multiple areas of expertise.

Connections to independent professionals when a question extends beyond one specialty.

Accounting & Tax

Bookkeeping, tax preparation and professional coordination.

Immigration & Settlement

Connections for newcomer and immigration-related needs.

Real Estate & Legal

Professional resources for property and legal questions.

IT, AI & Business

Technology and operational support for professionals and businesses.

Joint Events

Cross-professional seminars and community outreach.

Partner With Us

Referral, education and resource collaboration.

Partner Projects & Updates

Featured information from organizations in different fields. Explore current partner topics and contact us if you would like to learn more.

Mexico Permanent Residency →
Explore a streamlined pathway that may offer greater flexibility for eligible individuals and families.

Medical Care Coordination in China →
Support with healthcare resource matching, communication and appointment coordination.

Events & exchange

Learning and professional connection.

Financial education, joint seminars and company or market information sessions.

Family Finance Education

Cash flow, accounts, protection, home preparation and retirement.

Cross-Professional Seminars

Sessions with accounting, technology, real estate, immigration and legal partners.

Market Information Events

Industry trends, company presentations and professional connections.

Upcoming event

ESGOLD Investment Dinner

September 23, 2026 · 5:30–8:00 PM · Breakfast Club, Brossard

Details & registration →
Original business

DailySaving e-commerce has moved.

Existing customers may visit dailysaving.biz or contact WeChat customer service “天天客服”.

Visit dailysaving.biz →
WeChat QR code for DailySaving customer service 天天客服

WeChat Customer Service
Scan to add “天天客服”

About Ting

Turn complex questions into a clear next step.

DailySaving combines family financial education, licensed mortgage and protection services, and independent professional resources.

Ting · Family Financial Advisor

Needs First

Start with the family’s situation.

Education

Explain choices in practical language.

Coordination

Bring in the right professional.

Long-Term Support

Review plans as life changes.

Money with Ting

Personal finance video classroom.

Short, practical explanations for Chinese-speaking families in Canada.

Learn at your pace

Make financial knowledge easier to understand and use.

Each video starts with a real-life question and focuses on one clear takeaway.

Visit YouTube · Money With Ting →
QR code for Ting's WeChat Channels account
WeChat Channels

Ting蒙城家庭理财陪跑姐

Search this account name in WeChat or scan the QR code for videos and event updates.

Also view on YouTube →
Learn & build

Learn about finance and explore a career path.

For people interested in serving families and developing professional skills with a publicly traded North American financial services company.

Development Path

Complete applicable training, licensing and registration requirements before providing regulated services.

Team Support

Chinese-language learning, case discussions, communication practice and team activities.

This is not a promise of employment, income or business results. Requirements vary by role and jurisdiction.

Learn about the opportunity →

Start with a conversation

Tell us what you would like to discuss.

Leave your contact information and select a topic. Ting can then follow up about the appropriate next step.

After submitting, you may also call Ting at 438-826-8867. Please do not send identification documents, tax returns or account information through this form or regular text messages.