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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.
🌟 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.
Happy Labour Day!
You put in the work every day, now it’s time to make sure your money works just as hard for you. Let’s build a plan together that supports your goals, your business, and your future.
Reach out:
(709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
You put in the work every day, now it’s time to make sure your money works just as hard for you. Let’s build a plan together that supports your goals, your business, and your future.
Reach out:
(709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
Happy Labour Day!
You put in the work every day, now it’s time to make sure your money works just as hard for you. Let’s build a plan together that supports your goals, your business, and your future.
Reach out:
(709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
You put in the work every day, now it’s time to make sure your money works just as hard for you. Let’s build a plan together that supports your goals, your business, and your future.
Reach out:
(709) 634-3101 | accent.financial@sunlife.com | (709) 944-3574
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Watch video
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Watch video
With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
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.