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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
We’re showing our support for men’s health this Movember, one moustache at a time! 💙 #Movember #MensHealth
We’re showing our support for men’s health this Movember, one moustache at a time! 💙 #Movember #MensHealth
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
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Our crew is ready for September 24th see you there! ⛳
RSVP: (709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
RSVP: (709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
Our crew is ready for September 24th see you there! ⛳
RSVP: (709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
RSVP: (709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
Views like this + great company + useful tax strategies = September 24th is going to be one to remember!
RSVP: (709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
RSVP: (709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
Views like this + great company + useful tax strategies = September 24th is going to be one to remember!
RSVP: (709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
RSVP: (709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
Views like this + great company + useful tax strategies = September 24th is going to be one to remember!
RSVP: (709) 634-3101 | accent.finanical@sunlife.com | (709) 944-3574
RSVP: (709) 634-3101 | accent.finanical@sunlife.com | (709) 944-3574
Views like this + great company + useful tax strategies = September 24th is going to be one to remember!
RSVP: (709) 634-3101 | accent.finanical@sunlife.com | (709) 944-3574
RSVP: (709) 634-3101 | accent.finanical@sunlife.com | (709) 944-3574
🌟 Meet Our Presenter: Paul Thorne 🌟
Paul Thorne, B.Comm, LL.B., LL.M., CFP, TEP, FP Canada Fellow, is the Director of Advanced Planning at Sun Life’s Estate & Financial Planning Services (EFPS).
With expertise in estate planning, taxation, trusts, and business succession, Paul helps business owners and families turn complex financial topics into clear, actionable strategies.
📅 Don’t miss the chance to hear from one of Canada’s top financial minds at our event on September 24th.
(709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
Paul Thorne, B.Comm, LL.B., LL.M., CFP, TEP, FP Canada Fellow, is the Director of Advanced Planning at Sun Life’s Estate & Financial Planning Services (EFPS).
With expertise in estate planning, taxation, trusts, and business succession, Paul helps business owners and families turn complex financial topics into clear, actionable strategies.
📅 Don’t miss the chance to hear from one of Canada’s top financial minds at our event on September 24th.
(709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
🌟 Meet Our Presenter: Paul Thorne 🌟
Paul Thorne, B.Comm, LL.B., LL.M., CFP, TEP, FP Canada Fellow, is the Director of Advanced Planning at Sun Life’s Estate & Financial Planning Services (EFPS).
With expertise in estate planning, taxation, trusts, and business succession, Paul helps business owners and families turn complex financial topics into clear, actionable strategies.
📅 Don’t miss the chance to hear from one of Canada’s top financial minds at our event on September 24th.
(709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
Paul Thorne, B.Comm, LL.B., LL.M., CFP, TEP, FP Canada Fellow, is the Director of Advanced Planning at Sun Life’s Estate & Financial Planning Services (EFPS).
With expertise in estate planning, taxation, trusts, and business succession, Paul helps business owners and families turn complex financial topics into clear, actionable strategies.
📅 Don’t miss the chance to hear from one of Canada’s top financial minds at our event on September 24th.
(709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
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🌟 Business Tax Planning Seminar – Open to Business Owners! 🌟
We’re excited to invite business owners to a special tax and financial planning seminar at the stunning Humber Valley Golf Resort!
📅 Date: September 24, 2020
🕔 Time: 5:00 PM – Dinner & Seminar at Eagles Perch
Seminar & Dinner: Open to all business owners interested in actionable tax strategies and financial planning insights from our top professionals.
Take advantage of this unique opportunity to:
• Network with fellow business owners
• Learn strategies to maximize your business tax savings
• Enjoy dinner in a beautiful setting
📩 Register today: (709) 634-3101 | accent.finanical@sunlife.com | (709) 944-3574
We’re excited to invite business owners to a special tax and financial planning seminar at the stunning Humber Valley Golf Resort!
📅 Date: September 24, 2020
🕔 Time: 5:00 PM – Dinner & Seminar at Eagles Perch
Seminar & Dinner: Open to all business owners interested in actionable tax strategies and financial planning insights from our top professionals.
Take advantage of this unique opportunity to:
• Network with fellow business owners
• Learn strategies to maximize your business tax savings
• Enjoy dinner in a beautiful setting
📩 Register today: (709) 634-3101 | accent.finanical@sunlife.com | (709) 944-3574
🌟 Business Tax Planning Seminar – Open to Business Owners! 🌟
We’re excited to invite business owners to a special tax and financial planning seminar at the stunning Humber Valley Golf Resort!
📅 Date: September 24, 2020
🕔 Time: 5:00 PM – Dinner & Seminar at Eagles Perch
Seminar & Dinner: Open to all business owners interested in actionable tax strategies and financial planning insights from our top professionals.
Take advantage of this unique opportunity to:
• Network with fellow business owners
• Learn strategies to maximize your business tax savings
• Enjoy dinner in a beautiful setting
📩 Register today: (709) 634-3101 | accent.finanical@sunlife.com | (709) 944-3574
We’re excited to invite business owners to a special tax and financial planning seminar at the stunning Humber Valley Golf Resort!
📅 Date: September 24, 2020
🕔 Time: 5:00 PM – Dinner & Seminar at Eagles Perch
Seminar & Dinner: Open to all business owners interested in actionable tax strategies and financial planning insights from our top professionals.
Take advantage of this unique opportunity to:
• Network with fellow business owners
• Learn strategies to maximize your business tax savings
• Enjoy dinner in a beautiful setting
📩 Register today: (709) 634-3101 | accent.finanical@sunlife.com | (709) 944-3574
Did you know anyone — parents, grandparents, relatives, even family friends — can contribute to a child’s RESP?
It’s one of the smartest ways to invest in their future. 🎓
Ready to get started? Let’s set one up today!
#RESP #BackToSchool #FutureReady #EducationSavings #InvestInTheirFuture
It’s one of the smartest ways to invest in their future. 🎓
Ready to get started? Let’s set one up today!
#RESP #BackToSchool #FutureReady #EducationSavings #InvestInTheirFuture
Did you know anyone — parents, grandparents, relatives, even family friends — can contribute to a child’s RESP?
It’s one of the smartest ways to invest in their future. 🎓
Ready to get started? Let’s set one up today!
#RESP #BackToSchool #FutureReady #EducationSavings #InvestInTheirFuture
It’s one of the smartest ways to invest in their future. 🎓
Ready to get started? Let’s set one up today!
#RESP #BackToSchool #FutureReady #EducationSavings #InvestInTheirFuture
We’ve been working on something designed to help you and your business even more. Maybe you have already received an invite 😉 ✨ Stay tuned.....
We’ve been working on something designed to help you and your business even more. Maybe you have already received an invite 😉 ✨ Stay tuned.....
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.