Stay informed
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.
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
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
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
Happy year of the Snake! We wish you and your family good health, happiness and prosperity!
#ChineseNewYear #yearofthesnake #2025 #HappyNewYear
#ChineseNewYear #yearofthesnake #2025 #HappyNewYear
Happy year of the Snake! We wish you and your family good health, happiness and prosperity!
#ChineseNewYear #yearofthesnake #2025 #HappyNewYear
#ChineseNewYear #yearofthesnake #2025 #HappyNewYear
What a great surprise! These guys from @surreyeagles stopped by today, and we couldn’t be happier to support them again this season. Always awesome to see our local team out in the community—good luck with the rest of the season, boys! 💚🏒 #GoEaglesGo #LocalHockeyLove #SurpriseVisit
What a great surprise! These guys from @surreyeagles stopped by today, and we couldn’t be happier to support them again this season. Always awesome to see our local team out in the community—good luck with the rest of the season, boys! 💚🏒 #GoEaglesGo #LocalHockeyLove #SurpriseVisit
Designing a Fulfilling Retirement: How Working with a Financial Advisor Can Help You Redefine Your Retirement | CI Global Asset Management
Empower yourself with easy-to-understand resources and learn more about the financial 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.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼
#BusinessLoans #FuelGrowth #SeizeOpportunities
#BusinessLoans #FuelGrowth #SeizeOpportunities
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼
#BusinessLoans #FuelGrowth #SeizeOpportunities
#BusinessLoans #FuelGrowth #SeizeOpportunities
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
What Trudeau's resignation will mean for Canada's economy
What Trudeau's resignation will mean for Canada's economy
Canadian dollar gains as Wall Street weighs in on Trudeau's resignation
Canadian dollar gains as Wall Street weighs in on Trudeau's resignation
Canadians worried about inflation, income and potential recession: survey
A new survey says Canadians are feeling less optimistic about their finances, with respondents worried about inflation, income levels and a potential recession at the midpoint of the year.
Secure your children's or grandchildren's financial future. Let's explore how participating life insurance can be a smart choice for kids.
#SecureFuture #FinancialPlanning #LifeInsuranceForKids #GenerationWealth #SmartInvesting
#SecureFuture #FinancialPlanning #LifeInsuranceForKids #GenerationWealth #SmartInvesting
Watch video
61% of Canadians afraid of running out of money in retirement: survey | Benefits Canada.com
61% of Canadians afraid of running out of money in retirement: survey
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/advantum.financial/
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/advantum.financial/
Cooler weather doesn’t mean your finances need to freeze up! 🍂🍁🧣 Let’s review your financial strategy to ensure it covers every aspect of your life.
#fallintofinances #financialplanning #stayprepared #smartinvesting #securefuture #moneymatters
#fallintofinances #financialplanning #stayprepared #smartinvesting #securefuture #moneymatters
Cooler weather doesn’t mean your finances need to freeze up! 🍂🍁🧣 Let’s review your financial strategy to ensure it covers every aspect of your life.
#fallintofinances #financialplanning #stayprepared #smartinvesting #securefuture #moneymatters
#fallintofinances #financialplanning #stayprepared #smartinvesting #securefuture #moneymatters
Four tax-saving moves that must be made before year’s end: Dale Jackson
Four tax-saving moves that must be made before year’s end
Make Your Generosity Count More
Did you know that donating appreciated securities can help you avoid capital gains tax while still getting the same charitable donation credit? At Advantum Financial Solutions, we show you how to make smart, tax-efficient contributions that align with your long-term financial goals.
💼 Explore more ways to give wisely – reach out to our team today.
#TaxEfficiency #WealthManagement #LegacyPlanning #CharitableGiving
Did you know that donating appreciated securities can help you avoid capital gains tax while still getting the same charitable donation credit? At Advantum Financial Solutions, we show you how to make smart, tax-efficient contributions that align with your long-term financial goals.
💼 Explore more ways to give wisely – reach out to our team today.
#TaxEfficiency #WealthManagement #LegacyPlanning #CharitableGiving
Make Your Generosity Count More
Did you know that donating appreciated securities can help you avoid capital gains tax while still getting the same charitable donation credit? At Advantum Financial Solutions, we show you how to make smart, tax-efficient contributions that align with your long-term financial goals.
💼 Explore more ways to give wisely – reach out to our team today.
#TaxEfficiency #WealthManagement #LegacyPlanning #CharitableGiving
Did you know that donating appreciated securities can help you avoid capital gains tax while still getting the same charitable donation credit? At Advantum Financial Solutions, we show you how to make smart, tax-efficient contributions that align with your long-term financial goals.
💼 Explore more ways to give wisely – reach out to our team today.
#TaxEfficiency #WealthManagement #LegacyPlanning #CharitableGiving
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
🎯 Focus on What Matters Most
Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations.
📞 Contact us today to start planning your charitable journey!
#WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations.
📞 Contact us today to start planning your charitable journey!
#WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
🎯 Focus on What Matters Most
Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations.
📞 Contact us today to start planning your charitable journey!
#WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations.
📞 Contact us today to start planning your charitable journey!
#WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
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.