Hey everyone 👋🏼
Wow, it’s been a minute — three months to be exact since the last time we sent out a newsletter.
And it’s been a wild three months to say the least.
Behind the scenes, we've launched new services, hosted events, helped a record-breaking number of clients and welcomed hundreds of new community members.
At the same time, we continued helping individuals and business owners move closer to their financial goals.
Today we’re coming back with our newsletter. There’s just too much I want to share with you — from practical financial insights, market news, behind-the-scenes updates, upcoming events and the occasional lesson I'm learning along the way.
Thanks for being on this journey with me and I hope this newsletter leaves you with something useful.
Enjoy the ride!
Lin
What’s new since April
01. Lin Sok Services Financiers Inc
Major life changes often come with major financial decisions. This year, we've helped more clients navigate inheritances, retirement plan transfers, business growth, divorce settlements, doubling the investments we manage compared to the first half of last year.
If one of these milestones is on your horizon, let's connect.
We are the connection point in your wealth journey.
02. Women and Money Montréal
This fall marks our sixth year we’ve been empowering English-speaking in Quebec with financial literacy, business education and community collaboration.
Our weekly webinars return September 8th and we’re working on other in-person activities so stay tuned.
But before that, we invite you to join us at Jarry Park for Women and Money Montréal In The Park — a casual potluck-style meetup before September’s frenzy.
03. OWNI
In June we announced the new members of Team OWNI at our Appreciation Night at Station Fintech Montréal, covering AI strategy to branding.
We’ve proudly closed 20 co-buying transactions since the start of the year and are rapidly building our OWNI community.
This Friday we’re collaborating with My Land In Mexico to learn more about buying property in Mexico.
Summer promo for entrepreneurs ☀️
After a four year hiatus, we’re bringing back fee-based consultations for entrepreneurs.
To celebrate the return, we’re offering a 25% discount if you sign up before Sunday August 9th.
If you’re an entrepreneur who’s not ready to commit to working with a financial advisor but wants strategic financial and business guidance, this is for you.
You have two options to choose from - consultations as needed and a yearly membership. Use promo code SUMMER25 at checkout.
Please note that if we are currently working together i.e. I am your primary financial advisor, please do not sign up. Consultations are already included in our ongoing client-advisor relationship.
Our services
Financial Planning
Investment planning
Life, critical illness and disability insurance
Retirement planning
Estate planning and managing generational wealth transfers
Mortgages & Real Estate
Access to more than 20+ lenders
Partnership with Groupe Orbis, Planiprêt and Nesto
International partnerships in Florida, Mexico, Greece, Portugal, Spain and Cambodia
Strategic Planning
Real estate investing strategy
Smith Manoeuvre scenarios
Sole proprietors moving to incorporation
Exiting business owners
Moving from corporate to business owner
Bookkeeping made easy
We’re excited to share a new partnership with ReinvestWealth!
ReInvestWealth is an AI-powered accounting software for Canadian entrepreneurs and yes - it is super easy to upload your receipts on their app. Designed for solopreneurs and small business owners, it helps you stay on top of your day-to-day finances without the cost of hiring a bookkeeper before you're ready.
Sign up using the promo code LIN50 and get 50% off your subscription for the first two years.
Where to find me
Buying Real Estate In Mexico For Beginners
Friday August 7th • 12pm to 1pm
Hybrid (Zoom • Downtown Montreal)
Registration link
Talk More. Ask More.
Thursday August 13th • 5pm to 8:30pm
Espace Rodier, Griffintown
For tickets
Montreal AI Night - Women Shaping The Future With AI
Thursday August 22nd • 7pm to 10pm
Campus MIL (Université de Montréal)
For tickets
Women and Money Montréal In The Park
Saturday August 22nd • 12pm to 5pm
Parc Jarry
To RSVP
Catalyse Collective - Women Leaders, AI & Transformation
Friday August 28th • A full-day immersive conference
Espace Ax-c (Square Victoria)
For tickets
OWNI Real Estate Investing Masterclass
Saturday September 19th • 9am to 4pm
4 Place Ville Marie
To register
One last thought
Here's one question I'd love for you to think about this month:
What's one financial decision you've been putting off?
Maybe it's reviewing your investments. Maybe it's updating your mortgage strategy. Maybe it's finally asking a question you've been meaning to ask.
Whatever it is, don't let uncertainty make the decision for you.
Until next time,
Lin