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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.

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
We love seeing new local businesses open their doors! We had the best visit at Mira Pottery Studio today - beautiful space, wonderful people, and truly immaculate vibes. So happy to have them in the neighborhood.
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/adam.kjenner/

#SunLifeOnePlan
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/adam.kjenner/
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/adam.kjenner/
Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Strategic planning can help you make the most of housing transitions.

Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?

Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.

#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/adam.kjenner/
We always enjoy our annual visit to the Fort Saskatchewan Nourishment Centre!
This years task was the ultimate version of team building: assembling furniture.
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.

Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.

Ça commence ici > https://advisor.sunlife.ca/adam.kjenner/
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
We're hiring! We are looking for a part time administrative assistant to join our team. If you're looking for a change and are great at what you do, click the link below to apply.

https://ca.indeed.com/viewjob?jk=48fd3036929819d7&from=shareddesktop_copy
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.

https://advisor.sunlife.ca/adam.kjenner/

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