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Sun Life Captures Top Honours as Life and Health Insurer of the Year

Sun Life Captures Top Honours as Life and Health Insurer of the Year

Another milestone!
Meaningful Recognition for Innovation and Client-Focused Solutions from Insurance Business Canada.
Buying your first home

Buying your first home

Access helpful resources on financial knowledge developed by professionals in the industry.

https://www.canadalife.com/investing-saving/mortgages/buying-your-first-home.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.
Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs

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.
Mutual fund distributions versus segregated fund allocations – what’s the difference?

Mutual fund distributions versus segregated fund allocations – what’s the difference?

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.canadalife.com/investing-saving/mutual-funds/mutual-fund-distributions-vs-segregated-fund-allocations.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.
How much does it really cost to buy your first home in Canada?

How much does it really cost to buy your first home in Canada?

Check out this new resource I found!

https://www.fidelity.ca/en/insights/articles/cost-to-buy-your-first-home-in-canada/

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.
Big Banks, Big Gains: How Inflation Can Actually Benefit Investors

Big Banks, Big Gains: How Inflation Can Actually Benefit Investors

Canada's big banks are known for many things, but benefiting from inflation isn’t one of them. Here's what a big bank can offer investors.
This Financial Literacy Month, boost your financial IQ with these must-know terms for smart saving:

💰🚀 Compound Interest: Your money's best friend! Its interest earned on interest, helping your savings grow faster over time.

🧺📊 Diversification: Don't put all your eggs in one basket. Spread out your investments to manage risk.

🎯🔀 Asset Allocation: Finding the right mix of investments based on your goals and risk tolerance.

📈📉 Market Volatility: The ups and downs of the market. Remember, it's normal and often temporary!

😴📊 Risk Tolerance: How much market fluctuation can you handle without losing sleep?

Understanding these terms can help you make smarter financial decisions and build a stronger future. Want to learn more? Check out our full list of must-know financial terms here: https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

Ready to put your new knowledge to work? Reach out today to talk about how to navigate your financial journey with confidence.

#FinancialLiteracyMonth #MoneySmarts #InvestInYourself

Let's talk, I can help. Book a meeting here: https://advisor.sunlife.ca/ben.aldridge/

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