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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.
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
What is high dividend-yield investing? A guide to passive income
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.fidelity.ca/en/insights/articles/what-is-high-dividend-yield-investing/
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.
https://www.fidelity.ca/en/insights/articles/what-is-high-dividend-yield-investing/
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.
Brighten lives with strategic giving
Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/ashleigh.fonseca
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/ashleigh.fonseca
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The body trait that helps keep your brain young
Scientists discovered that more muscle and less hidden abdominal fat are linked to a younger biological brain age.
Wishing you and your loved ones a holiday season that sparkles.
Wishing you and your loved ones a holiday season that sparkles.
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/ashleigh.fonseca
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/ashleigh.fonseca
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/ashleigh.fonseca
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/ashleigh.fonseca
Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
https://www.invesco.com/ca/en/insights/why-canadian-listed-etfs-may-make-more-sense.html
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.
https://www.invesco.com/ca/en/insights/why-canadian-listed-etfs-may-make-more-sense.html
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.
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
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The RESP – Who really owns it?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
Study finds exercise rewires your brain for better self-control – how to apply it to your workouts
New research in Medicine & Science in Sports & Exercise suggests exercise may be one way to boost that self-control.
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
Five lifestyle changes that might help you live longer and slow down aging
Society is fascinated with health, fitness and longevity. This obsession has spawned a multi-million pound industry centered around pushing the latest cutting-edge science, lifestyle modifications and products that claim to prevent aging and live as long as possible.
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
RRSP vs TFSA: The Ultimate Guide | Wealthsimple
Take control of your personal finances by understanding the industry better. Check out these resources to get started!
https://www.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa
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.
https://www.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa
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.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
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