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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.
Dive into expert insights on building and preserving wealth in today’s economic landscape.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
RRSP or TFSA? Company pension? Ways to save for retirement
Access helpful resources on financial knowledge developed by professionals in the industry.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
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Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Does being sad make you age faster?
There's a reason people say you're 'glowing' when you're happy – but unfortunately, the opposite is true too, with sadness.
What's Going on With Brookfield Renewable Partners?
Despite underperforming the market in the last few years, Brookfield Renewable Partners remains a solid stock for investors.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
10 Snacks That Can Help Lower Your Cholesterol Naturally
Enjoying foods like berries, chia seeds, low-fat dairy, beans, avocados, and nuts as snacks may help lower your cholesterol.
What the Interest Rate Cut Means for Canadian Investors
No matter how the interest rate changes, Canadian investors should stay diversified, stay disciplined, and stick to their long-term investing strategy.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!
Event Details
Date: October 24, 2025
Time: 12:00 pm – 2:00 pm
Location: Royal Glenora Club, 11160 River Valley Rd NW, Edmonton
Register today -
https://survey.alchemer.com/s3/8452437/Empowering-Women-in-Wealth-Edmonton
Sun Life offers women advisors the right environment to grow and thrive, while also supporting successful practice transitions.
Event Details
Date: October 24, 2025
Time: 12:00 pm – 2:00 pm
Location: Royal Glenora Club, 11160 River Valley Rd NW, Edmonton
Register today -
https://survey.alchemer.com/s3/8452437/Empowering-Women-in-Wealth-Edmonton
Sun Life offers women advisors the right environment to grow and thrive, while also supporting successful practice transitions.
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These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Top Six Client Questions
Check out this new resource I found!
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Crystal Balls and Spreadsheets
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Have questions?
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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.