Let’s prep for

your legacy

together.

Sueann So

Life Licensed Advisor

Let's prep for you legacy together.

Sueann So

Life Licensed Advisor

Become Financially Ready

Combine the power of saving and insurance retirement planning strategies, to grow your wealth exponentially, and enjoy financial freedom.

From Universal Life, Whole Life, to Term—Don't be afraid. Life Insurance doesn't have to be difficult. I can walk you through the difference between them. We can discuss how much coverage you need and how you and your loved ones can both benefit!

Whether it’s Travel, Critical Illness Insurance, or Children’s Education Plan, I can walk you through a full line of personal insurance & registered retirement and tax-free savings accounts that may suit your needs!

Shield your company's growth and financial well-being in the event of business interruption or need for operational support.

Protect your income and well-being with comprehensive insurance solutions. Secure financial stability during a disability and enjoy health and dental benefits for everyday care.

Pre-plan your final expense costs and give your family the financial support they need in their most vulnerable hour.

Become
Financially Ready

Combine the power of saving and insurance retirement planning strategies, to grow your wealth exponentially, and enjoy financial freedom.

From Universal Life, Whole Life, to Term—Don't be afraid. Life Insurance doesn't have to be difficult. I can walk you through the difference between them. We can discuss how much coverage you need and how you and your loved ones can both benefit!

Whether it’s Travel, Critical Illness Insurance, or Children’s Education Plan, I can walk you through a full line of personal insurance & registered retirement and tax-free savings accounts that may suit your needs!

Shield your company's growth and financial well-being in the event of business interruption or need for operational support.

Protect your income and well-being with comprehensive insurance solutions. Secure financial stability during a disability and enjoy health and dental benefits for everyday care.

Pre-plan your final expense costs and give your family the financial support they need in their most vulnerable hour.

Hi, I’m Sueann So!

I’m a Life Licensed Advisor based out of our Greatway Office at 541 St. George Blvd., Moncton, NB, E1E 2B6.

I currently have a Life and Accident & Sickness license in the following jurisdictions: Alberta, Ontario, New Brunswick

  • I’m available to you 7 days a week.

  • I’ll keep you updated annually and bi-annually.

  • We can do your application offline or online.

  • I’m partnered with some of the Best Rated Life Insurance Companies in Canada.

Hi, I’m Sueann So!

I’m a Life Licensed Advisor based out of our Greatway Office location at 541 St. George Blvd., Moncton, NB, E1E 2B6

I currently have a Life and Accident & Sickness license in the following jurisdictions:
Alberta, Ontario, New Brunswick

  • I’m available to you 7 days a week.

  • I’ll keep you updated annually and bi-annually.

  • We can do your application offline or online.

  • I’m partnered with some of the Best Rated Life Insurance Companies in Canada.

My Story

From Newcomer to Advisor: Building Wealth with Purpose

When I first came to Canada, I experienced the same challenges many newcomers face – adjusting to a new environment, learning about the financial system, and making important decisions about building a future here. I quickly realized how complex it could be to navigate wealth-building, insurance, and retirement planning without clear guidance.

This inspired me to become a licensed insurance advisor so I could help others avoid the confusion and uncertainty I once felt. With the knowledge and strategies I gained, I was able to put these principles into practice in my own life. Over time, I successfully built a strong financial foundation, purchased a beautiful home, and even opened my own yoga studio – a dream that became possible after becoming a licensed insurance advisor and learning how to build and protect wealth.

My mission is simple: to help individuals and families – especially New Canadians – feel confident and secure about their financial future. I believe true wealth is more than just numbers; it’s about protection for your loved ones, peace of mind for your retirement, and leaving a lasting legacy.

💛 Book a free consultation today – let’s create a financial plan that adds real value to your life and future.

Any questions?
I look forward to
hearing from you!

I know that your time is sacred, we’ll be in touch soon!
You can also visit one of our offices listed below.

We are committed to the highest standard, in terms of client confidentiality.
Please be assured that I will never sell or distribute the personal information you provide.

© 2025 Sueann So All rights reserved.

Any questions? I look forward
to hearing from you!

I know that your time is sacred, we’ll be in touch soon! You can also visit one of our offices listed below.

We are committed to the highest standard, in terms of client confidentiality. Please be assured that I will never sell or distribute the personal information you provide.