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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.
It's never too early to start. When kids learn about money young, they make smarter choices later. 💡
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/ben.aldridge/
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/ben.aldridge/
What to do when stock market values are down
When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves with their money. Here are a few things to consider before you act. https://www.sunlife.ca/en/investments/what-do-you-do-when-the-stock-market-goes-down/
Let me know how I can help. https://advisor.sunlife.ca/ben.aldridge/
Let me know how I can help. https://advisor.sunlife.ca/ben.aldridge/
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/ben.aldridge/
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/ben.aldridge/
Canadians over 65 more worried about climate change than youth, StatCan says - National | Globalnews.ca
Canadians are worried about climate change, with those over 65 among the most concerned, Statistics Canada said, as large swathes of the country are reeling from higher-than-normal temperatures.
Pride is a powerful reminder of the importance of inclusion, respect and authenticity — at work, in our communities and beyond.
Here’s to creating spaces where everyone feels supported in building their future with confidence.
Never without our pride! 🏳️🌈✊
Here’s to creating spaces where everyone feels supported in building their future with confidence.
Never without our pride! 🏳️🌈✊
Whether it’s a getaway or time at home, this long weekend is a chance to reset. A little balance goes a long way — financially and personally. Have a safe and happy August long weekend!
Your farm isn’t just a business — it’s part of your family’s legacy.
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/ben.aldridge/
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/ben.aldridge/
Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://advisor.sunlife.ca/ben.aldridge/
How to build your emergency fund
You can’t predict the next market shift — but you can prepare for it. An emergency fund can help you stay confident during uncertain times. Let’s chat about solutions that could work for you. 👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-build-your-emergency-fund/
Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/ben.aldridge/
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/ben.aldridge/
Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could support your financial goals. Every portfolio journey is unique, and I'm here to help you find the right approach.
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/ben.aldridge/
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/ben.aldridge/
Wondering what's been moving the markets lately?
Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙
Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
#Investing #MarketUpdate #EconomicOutlook
Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙
Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
#Investing #MarketUpdate #EconomicOutlook
From gifts to travel, wedding season can add up quickly. A little foresight can help you celebrate the big moments without putting your financial goals on hold. If you’re looking to balance it all this summer, let’s talk — so you can enjoy every celebration with confidence. https://advisor.sunlife.ca/ben.aldridge/
Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://advisor.sunlife.ca/ben.aldridge/
Why 55 Needs To Be The New Normal Goal For Retirement
Discover why age 55 should be your new "work-optional" retirement goal. Learn financial strategies to protect your wealth while maximizing your healthiest years.https://advisor.sunlife.ca/ben.aldridge/
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/ben.aldridge/
Not all investors are the same — so why should all portfolios be? The Elevate Portfolio Program comes with options to match your risk comfort level and timeline.
Let's find the portfolio that aligns with your vision for the future. https://advisor.sunlife.ca/ben.aldridge/
Let's find the portfolio that aligns with your vision for the future. https://advisor.sunlife.ca/ben.aldridge/
You don't need a background in financial services to explore the opportunity.
Many successful advisors started in completely different careers before discovering a path that combined helping others with building a business of their own.
Join an upcoming advisor career webinar to hear advisor stories, learn about the role and ask your questions live.
Webinar: Wednesday, October 7 at 6:00 p.m. ET
Register today >> https://survey.alchemer.com/s3/8898784/Curious-about-becoming-an-advisor
Many successful advisors started in completely different careers before discovering a path that combined helping others with building a business of their own.
Join an upcoming advisor career webinar to hear advisor stories, learn about the role and ask your questions live.
Webinar: Wednesday, October 7 at 6:00 p.m. ET
Register today >> https://survey.alchemer.com/s3/8898784/Curious-about-becoming-an-advisor
This career changed my life! Maybe you're looking for a change too. Come and learn more.
Candidates are often curious about whether they would be successful in the role. Great advisors share common traits that many people already possess.
Discover the skills, mindset and support that help advisors succeed.
Webinar: Tuesday, September 22 at 6:00 p.m. MT
Register today >> https://survey.alchemer.com/s3/8898777/What-makes-a-great-advisor
Candidates are often curious about whether they would be successful in the role. Great advisors share common traits that many people already possess.
Discover the skills, mindset and support that help advisors succeed.
Webinar: Tuesday, September 22 at 6:00 p.m. MT
Register today >> https://survey.alchemer.com/s3/8898777/What-makes-a-great-advisor
Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/ben.aldridge/
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