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How do you want your wealth passed on to the next generation?

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.

Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.

Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.

Reach out to discuss your options and set up an insurance plan that helps meet your needs.

Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

5 Ways to Reverse the Effects of Stress and to Slow Aging

Almost everyone is stressed in these chaotic and unpredictable times. We take in over 60,000 GB of information every day, and the speed of life increases every year. And stress leads to inflammation, which is the root cause of many modern diseases. The good news, however, is that research shows you can reduce—and even reverse—the effects of stress on your body.

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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

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Canadians cutting spending, delaying purchases amid tariff turmoil: MNP survey

A survey suggests Canadians’ outlook for their personal finances has brightened even as they’ve taken steps to cut their expenses amid economic turmoil.

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3-minute meditation miracle for your mornings

Start your day with just 3 minutes of meditation and experience reduced stress, increased energy, and improved focus without changing your morning routine.

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The FP Wealth Survey: How much does it take to be considered wealthy in Canada?

Financial Post readers think people need a net worth of at least $5 million in order to be considered wealthy, they plan to invest about the same this year as last and their biggest regret was not starting their financial planning earlier.

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Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance

Certain terms and conditions may apply. Contact me for more information.

The importance of contingency planning as you — and your advisers — age

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Sticking with a retirement investing plan during times of volatility

Sticking with a retirement investing plan during times of volatility. While it can be worrisome to see markets drop around 10 per cent in a matter of days, experts emphasize the importance of not making any rash moves.

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How should young Canadians invest in bonds? - MoneySense

For young investors who are building the fixed-income portion of their portfolio, it’s best they keep their approach simple and go for low-cost investment options, experts say.

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Trade War Boosts Inflation Expectations, Bank of Canada Says

Bank of Canada surveys show firms believe upward price pressures from the trade conflict with the US will exceed the downward pull from weaker demand, threatening to undo progress on keeping inflation expectations well-anchored.

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‘Buy Canadian’ movement could add $10 billion annually to Canada’s economy, says BMO economist

The increasingly popular consumer-led initiative has the potential to add roughly $10 billion to the Canadian economy annually, lifting growth by 0.3 percentage points, estimates economist Robert Kavcic.

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Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

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🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance

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.

Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

💼 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.

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