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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.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/ben.aldridge/
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/ben.aldridge/
Bank of Canada holds rates, says policy can’t make up for tariff ‘damage’ - National | Globalnews.ca
The Bank of Canada held its overnight benchmark interest rate at 2.25 per cent on Wednesday after the Bank's first monetary policy meeting of 2026.https://advisor.sunlife.ca/ben.aldridge/
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/ben.aldridge/
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/ben.aldridge/
Making sense of the Bank of Canada interest rate decision on January 28, 2026 - MoneySense
The Bank of Canada holds its benchmark rate at 2.25%, impacting variable mortgages, fixed rates, and savings as economic risks persist in 2026. The post Making sense of the Bank of Canada interest rate decision on January 28, 2026 appeared first on MoneySense.https://advisor.sunlife.ca/ben.aldridge/
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/ben.aldridge/
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/ben.aldridge/
JPMorgan investment advisers leaning on in-house research amid global volatility – Investment Executive
A top adviser at JPMorgan Asset Management says the firm is leaning heavily on its deep in-house research capabilities as navigates geopolitical upheaval and global economic uncertainty.
https://advisor.sunlife.ca/ben.aldridge/
https://advisor.sunlife.ca/ben.aldridge/
Longevity: Mixing different physical activities may prolong life span
A mix of healthy lifestyle choices, such as getting enough physical activity, can help people live a longer, healthier life. https://advisor.sunlife.ca/ben.aldridge/
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
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As Oil Jobs Fade, Canada Urged to Build Path to Low-Carbon Economy
As the Canadian oil and gas sector continues to automate, shedding 10,000 jobs in Alberta alone last year, and as the low-carbon transition accelerates, a new report urges Ottawa to adopt a “future-ready work force strategy” that better connects displaced workers with real opportunities. https://advisor.sunlife.ca/ben.aldridge/
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Exercise May Reduce Depression Symptoms As Much As Therapy and Antidepressants
A large research review suggests that exercise can reduce symptoms of depression and may be just as effective as therapy and antidepressants.https://advisor.sunlife.ca/ben.aldridge/
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
#EducationSavings #RESPTips
#EducationSavings #RESPTips
How Much Do 401(k) Loans Set Back Retirement Saving?
Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.https://advisor.sunlife.ca/ben.aldridge/
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
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