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Keep up to date with what’s going on. You can browse timely and relevant posts that might be helpful to you. Check back regularly to see what’s new.

‘It really does work’ - Dr Amir Khan reveals 16-second breathing technique to alleviate stress

There’s no getting away from it - life is stressful. All of us experience times when life just feels harder, and sadly, stress has an impact on all aspects of our lives, from mood and sleep to appetite and relationships. Being able to recognise when you’re stressed and having some tools to help lower your cortisol levels is really important. One way that GP Dr Amir Khan thinks we can all help ourselves is by using breathing techniques. https://advisor.sunlife.ca/ajit.betageri/

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How can you get ahead of a potential disability?

1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals

Reach out and let’s create a plan that you feel confident about.

Those who care for family members with Alzheimer's experience poorer health and increased cellular aging

Brittany Butts understands that for many families, Alzheimer's comes as a double burden. As a teenager, she watched not only her grandmother's mental decline from the disease but also her aunt's struggles as the primary caregiver.

https://advisor.sunlife.ca/ajit.betageri/

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Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

https://advisor.sunlife.ca/ajit.betageri/

Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!

https://advisor.sunlife.ca/ajit.betageri/

So long 2025! Thank you for your continued trust and partnership. We look forward to working together in the coming year.

Happy New Year to you and yours!

As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your tomorrow starts today! Here’s to a prosperous year ahead.

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/ajit.betageri/

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Don't miss out on your chance to win $5,000 in Sun Life’s Diabetes Protect to Win Contest! Apply for life or critical illness insurance to enter. Contact me today to protect your loved ones and enter to win!

*Certain terms and conditions apply.

Is your child's education fund on track?

Starting early and saving consistently can make a significant difference in your child's educational future.

Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options

Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.

https://advisor.sunlife.ca/ajit.betageri/

Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/

Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes

Prepare for your family's future. Need some guidance? Let's connect.

#EstatePlanning #FinancialManagement #FinancialRoadmap

Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.

Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider

Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.

Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

Tips on raising a financially savvy child

There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"

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May your holiday season overflow with laughter, kindness and memorable moments.

Kind regards,

Ajit Betageri
Advisor

https://advisor.sunlife.ca/ajit.betageri/

Plant-Based Diet vs. Mediterranean Diet: Which Is Better for Health?

A new study suggests that well-designed plant-based dietary plans could match the nutritional quality of a Mediterranean-style omnivorous dietary pattern.

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As we reach the winter solstice, may the gradual return of light bring you warmth. This is an ideal time to slow down and focus inward.

Choosing rejuvenating practices that resonate with you personally can make it a meaningful and restorative experience.

Happy solstice to you and yours.

Help protect your family's future and save money too!

Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.

Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.

*Terms and conditions apply.

Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.

As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences

Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/ajit.betageri/

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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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.