Stay informed
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.
Wondering what uncertain times mean for you and your money?
You can’t control the markets — but you can control your strategy, habits and mindset. Explore practical methods to stay on track. https://www.sunlife.ca/en/investments/market-volatility/
Let me know how I can help!
Let me know how I can help!
How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.
Let's connect and start planning today. https://advisor.sunlife.ca/ben.aldridge/
Let's connect and start planning today. https://advisor.sunlife.ca/ben.aldridge/
How to save money in times of uncertainty
Economic uncertainty can feel overwhelming — but there are steps you can consider. Learn how to keep saving and moving forward. https://www.sunlife.ca/en/investments/how-to-save-money-in-times-of-uncertainty/
Reach out to chat about what moves are right for you.
Reach out to chat about what moves are right for you.
Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://www.sunlife.ca/en/investments/world-markets-worrying-you-four-questions-to-ask-your-financial-advisor/
Then get in touch to talk! https://advisor.sunlife.ca/ben.aldridge/
Then get in touch to talk! https://advisor.sunlife.ca/ben.aldridge/
Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.
What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇
What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇
Market fluctuations can test your confidence. Discover 5️⃣ simple ways to stay on track, even when there's ups and downs. 📈⬇️📉
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/5-ways-to-manage-market-ups-and-downs/
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/5-ways-to-manage-market-ups-and-downs/
Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.
Health challenges can impact more than your well-being. They can affect your finances too.
Critical illness and health coverage can help provide financial support when it’s needed most, so you can focus on recovery — not expenses. Reach out to learn how health coverage can fit into your overall financial goals. https://advisor.sunlife.ca/ben.aldridge/
Critical illness and health coverage can help provide financial support when it’s needed most, so you can focus on recovery — not expenses. Reach out to learn how health coverage can fit into your overall financial goals. https://advisor.sunlife.ca/ben.aldridge/
What a recession might mean for your money
What does a recession really mean for your money? Understanding it can help you make more informed decisions.
Get the basics — and then get in touch to discuss your next steps.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-is-a-recession-and-what-does-it-mean-for-you/
Reach out to set up a time to chat!
Get the basics — and then get in touch to discuss your next steps.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-is-a-recession-and-what-does-it-mean-for-you/
Reach out to set up a time to chat!
Maxed-out credit cards? Here are different options to dig out of the debt
Maxed-out credit cards? Here are different options to dig out of the debt
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/ben.aldridge/
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/ben.aldridge/
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/
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