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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.
Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.
Book a retirement roadmap session, and let's see where you stand.
Book a retirement roadmap session, and let's see where you stand.
For many farming families, succession isn't just about who will take over — it's also about whether taking over is financially feasible.
Rising land values, equipment costs and operating expenses can make farm ownership feel out of reach for the next generation, even when the interest is there.
A transition plan can help identify strategies that balance the needs of the retiring generation with the goals and financial realities of those taking over.
I can help start the conversation and connect with appropriate professionals where needed to create a roadmap that can help support your family and the business.
Every farm is unique. Having a plan in place can help your family move forward with greater clarity and confidence.
Let’s kick off the conversation. https://advisor.sunlife.ca/ben.aldridge/
Rising land values, equipment costs and operating expenses can make farm ownership feel out of reach for the next generation, even when the interest is there.
A transition plan can help identify strategies that balance the needs of the retiring generation with the goals and financial realities of those taking over.
I can help start the conversation and connect with appropriate professionals where needed to create a roadmap that can help support your family and the business.
Every farm is unique. Having a plan in place can help your family move forward with greater clarity and confidence.
Let’s kick off the conversation. https://advisor.sunlife.ca/ben.aldridge/
If you could improve just one area of your business before the end of the year, what would it be?
💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning
Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/ben.aldridge/
💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning
Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/ben.aldridge/
As the season changes, it’s a natural time to pause, reflect and adjust your plans. 🍂🍎 Small check-ins now can help you feel more prepared for the months ahead. If it’s been a while, let’s revisit your personal financial roadmap this season.
Let's talk, I can help
#AutumnEquinox #Autumn #FirstDayofFall
Let's talk, I can help
#AutumnEquinox #Autumn #FirstDayofFall
Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/ben.aldridge/
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/ben.aldridge/
Bank of Canada Holds Interest Rate at 2.25 Per Cent – September 2, 2026
Bank of Canada Governor Tiff Macklem discusses the central bank’s decision to hold its key interest rate at 2.25 per cent, its seventh consecutive rate hold. He is joined by senior deputy governor Carolyn Rogers. (no interpretation)
September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
TSX rises 1.5% amid basic materials gains, U.S. stock markets also higher
Canada’s main stock index rose 1.5 per cent Thursday, helped by gains in materials and technology stocks, as U.S. markets also gained ground.
Registered retirement savings plan (RRSP)—the facts | Manulife Investments
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.manulifeim.com/retail/ca/en/viewpoints/retirement-planning/registered-retirement-savings-plans-rrsp-the-facts
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.manulifeim.com/retail/ca/en/viewpoints/retirement-planning/registered-retirement-savings-plans-rrsp-the-facts
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/ben.aldridge/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/ben.aldridge/
Canada Fights Back: The Industries Caught in Trump's New 50% Tariff Storm
Washington's 50% tariff on roughly US $20 billion of Canadian goods hits industries from wineries and honey producers to furniture makers and smartphone importers. With Canada's dollar-for-dollar retaliation set for September 8, few sectors are likely to avoid the impact.
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/ben.aldridge/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/ben.aldridge/
September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you.
Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs. https://advisor.sunlife.ca/ben.aldridge/
#LifeInsurance #LifeInsuranceAwarenessMonth
Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs. https://advisor.sunlife.ca/ben.aldridge/
#LifeInsurance #LifeInsuranceAwarenessMonth
September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you. ❤️🛡️👨👩👧👦
Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs.
#LifeInsuranceAwarenessMonth #LifeInsurance #SunLife
Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs.
#LifeInsuranceAwarenessMonth #LifeInsurance #SunLife
Canada Has What America Needs: Why Energy and Critical Minerals Could Be Ottawa's Trump Card
Oil and electricity dominate the tariff debate, but Canada's real strength lies in its broader resource base, including uranium, potash, nickel and cobalt. The challenge is turning that advantage into meaningful leverage.
Back-to-school season is more than new routines — it’s a chance to reset and plan ahead. 📚🎒✏️
From education savings to protecting what matters most, this can be a good time to check in on your financial priorities. Let’s connect to help keep your goals on track this year. https://advisor.sunlife.ca/ben.aldridge/
From education savings to protecting what matters most, this can be a good time to check in on your financial priorities. Let’s connect to help keep your goals on track this year. https://advisor.sunlife.ca/ben.aldridge/
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/ben.aldridge/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/ben.aldridge/
Labour Day is a chance to recognize the dedication that drives our communities forward.
Wishing you a well-deserved break and time to recharge for what’s ahead.
Wishing you a well-deserved break and time to recharge for what’s ahead.
Back-to-school season is a time for updated routines, new goals and fresh momentum. 🎒📚🍎
It’s also a great reminder to think ahead — whether that’s education savings, protection or building a strategy that supports your family as things evolve. If it’s been a while, let’s reconnect and make sure you’re set for the year ahead.
https://advisor.sunlife.ca/ben.aldridge/
It’s also a great reminder to think ahead — whether that’s education savings, protection or building a strategy that supports your family as things evolve. If it’s been a while, let’s reconnect and make sure you’re set for the year ahead.
https://advisor.sunlife.ca/ben.aldridge/
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