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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.

Why Most People Are Saving For Retirement Wrong—And How To Fix It
Here are six reasons why most people are saving for retirement wrong and how you can avoid making the same mistakes.

20 High Protein Egg-Free Breakfast Ideas To Try
Starting your day with a high-protein breakfast, ideally 20-30 grams, helps keep you full, supports muscle health, and gives you lasting energy. If you're skipping eggs, there are still plenty of delicious ways to get your protein fix, like tofu, Greek yogurt, and cottage cheese. You can also boost your meal with easy add-ins like protein powder, nuts, and seeds.

Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Beneficiaries: beware of what can go wrong if someone with a TFSA dies

As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice

💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

We know women's health and wealth are deeply connected. Today on International Women’s Day, and every day, we’re recognizing the importance of physical and financial well-being for women.
#WomenInFocus #IWD2025 #AccelerateAction
#WomenInFocus #IWD2025 #AccelerateAction

📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart

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.

💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.

💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.

Navigate the Terrain
Reaching the summit is just the beginning—staying on course is the key to lasting success. Step 5 of the SUMMIT Process ensures your financial plan adapts as life changes while celebrating milestones along the way.
Your financial journey is ongoing. We’re here to help you navigate the twists and turns so you can enjoy the view at every stage.
What’s one financial milestone you’re proud of? Let us know.
#FinancialJourney #SummitSuccess #PlanForTheFuture
Reaching the summit is just the beginning—staying on course is the key to lasting success. Step 5 of the SUMMIT Process ensures your financial plan adapts as life changes while celebrating milestones along the way.
Your financial journey is ongoing. We’re here to help you navigate the twists and turns so you can enjoy the view at every stage.
What’s one financial milestone you’re proud of? Let us know.
#FinancialJourney #SummitSuccess #PlanForTheFuture

Reach New Heights
Step 4 of the SUMMIT Process is all about execution. A great plan requires precision and collaboration. We work alongside your legal, tax, and financial professionals to ensure everything is working together for long-term success.
The summit isn't reached in one day, but with the right team, every step brings you closer.
What’s one financial goal you’d love to achieve? Share in the comments.
#FinancialSuccess #LegacyPlanning #SUMMITProcess
Step 4 of the SUMMIT Process is all about execution. A great plan requires precision and collaboration. We work alongside your legal, tax, and financial professionals to ensure everything is working together for long-term success.
The summit isn't reached in one day, but with the right team, every step brings you closer.
What’s one financial goal you’d love to achieve? Share in the comments.
#FinancialSuccess #LegacyPlanning #SUMMITProcess

Start the Climb
Now that we have a plan, it’s time to take action. Step 3 of the SUMMIT Process focuses on developing a customized, comprehensive strategy that prioritizes your family's health, protection, and security.
A good plan is only valuable if put into motion. Are you ready to take the first step toward financial confidence?
Comment "Ready" if you're with us.
#FinancialPlanning #StartTheClimb #SUMMITProcess
Now that we have a plan, it’s time to take action. Step 3 of the SUMMIT Process focuses on developing a customized, comprehensive strategy that prioritizes your family's health, protection, and security.
A good plan is only valuable if put into motion. Are you ready to take the first step toward financial confidence?
Comment "Ready" if you're with us.
#FinancialPlanning #StartTheClimb #SUMMITProcess

Mapping the Ascent
A successful climb requires a clear path. Step 2 of the SUMMIT Process is about defining actionable financial goals, reviewing your diverse assets, and planning for a lasting legacy.
The journey to financial security isn’t just about numbers—it’s about protecting what matters most. Let’s chart your course together.
Drop a comment if you're ready to take the next step.
#WealthPlanning #FinancialGoals #SUMMITProcess
A successful climb requires a clear path. Step 2 of the SUMMIT Process is about defining actionable financial goals, reviewing your diverse assets, and planning for a lasting legacy.
The journey to financial security isn’t just about numbers—it’s about protecting what matters most. Let’s chart your course together.
Drop a comment if you're ready to take the next step.
#WealthPlanning #FinancialGoals #SUMMITProcess

Introducing the SUMMIT Process
Every great climb starts with a strong foundation. This week, we’re introducing our **SUMMIT Process**—a step-by-step approach to financial planning designed to help you build a secure future while staying true to your values.
Over the next five days, we’ll break down each stage of the process:
1. Assess Your Base Camp
2. Mapping the Ascent
3. Start the Climb
4. Reach New Heights
5. Navigate the Terrain
Step 1 begins with understanding your unique story, goals, and values. From family priorities to community impact, we help you assess where you stand today to build a strong foundation for the future.
Stay tuned as we guide you through each step. What financial goals matter most to you? Share in the comments.
#SUMMITProcess #FinancialPlanning #LegacyBuilding
Every great climb starts with a strong foundation. This week, we’re introducing our **SUMMIT Process**—a step-by-step approach to financial planning designed to help you build a secure future while staying true to your values.
Over the next five days, we’ll break down each stage of the process:
1. Assess Your Base Camp
2. Mapping the Ascent
3. Start the Climb
4. Reach New Heights
5. Navigate the Terrain
Step 1 begins with understanding your unique story, goals, and values. From family priorities to community impact, we help you assess where you stand today to build a strong foundation for the future.
Stay tuned as we guide you through each step. What financial goals matter most to you? Share in the comments.
#SUMMITProcess #FinancialPlanning #LegacyBuilding

This Valentine's Day, give your relationship the gift of financial harmony. Schedule a consultation to discuss joint savings goals, retirement planning, and building wealth together. Because nothing says 'I love you' like a secure financial future! #ValentinesDay

🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth

Need a simple way to destress? Stop and notice nature, experts say | CBC Radio
Need a simple way to destress? Stop and notice nature, experts say

Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap

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.