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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.

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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Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.

Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

#SnowbirdLife #Retirement #SunLifeCanada

With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

#CyberSecurity #CyberMonday #SunLifeCanada

It’s Movember!

November isn't just about growing mustaches — it's about growing awareness around men's health.

Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor — book your upcoming appointment now.

November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.

#Movember #MensHealth #SunLife

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

Did you know that 1 in 3 Canadians are living with diabetes or prediabetes?

That’s why Sun Life offers specialized life insurance options designed for individuals with type 1 or type 2 diabetes.

Want to learn more? Let's connect to discuss your insurance needs and how Sun Life solutions can support your health journey.

You can also learn more about Sun Life Term Insurance for Diabetes here: https://www.sunlife.ca/en/insurance/life/term-insurance-for-diabetes/

#DiabetesAwarenessMonth #DiabetesAwareness #SunLifeCanada

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

🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

#DiabetesAwareness #DiabetesAwarenessMonth

On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.

Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.

#RemembranceDay #LestWeForget

As the leaves change, maybe your tax strategy should as well.

Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸

Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.

#TaxPlanning #SunLifeCanada

Behind the scenes at the Canada-U.S. summit

Boost your knowledge with this helpful article.

https://www.bmogam.com/ca-en/insights/weekly-commentary-october-14-behind-the-scenes-at-the-canada-us-summit/

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.

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The Government of Canada released the 2025 federal budget on November 4 (subject to approval by Parliament). It includes several key measures related to tax cuts and incentives, federal benefits, and support for workers.

To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!

https://www.sunlife.ca/en/investments/market/canada-federal-budget/

Feeling Fatigued? How to Avoid the Dreaded Winter Slump, Now the Clocks Have Gone Back

Short days and dark evenings leave you drained? Avoid a winter slump with these expert tips on maintaining movement, hydration, and nutrition all winter.

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Study finds exercise rewires your brain for better self-control – how to apply it to your workouts

New research in Medicine & Science in Sports & Exercise suggests exercise may be one way to boost that self-control.

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Skipping breakfast does not harm thinking skills: study

There is no consistent evidence that short-term fasting impairs mental performance, according to a study.

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Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

Genetic study identifies key variants linked to healthy aging and intrinsic capacity

New research from the University of Adelaide has explored the genomic links within the index used to measure healthy aging—intrinsic capacity (IC), paving the way for potential targeted interventions.

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Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

Strong friendships may literally slow aging at the cellular level

Scientists discovered that lifelong social support can slow biological aging. Using DNA-based “epigenetic clocks,” they found that people with richer, more sustained relationships showed younger biological profiles and lower inflammation. The effect wasn’t about single friendships but about consistent connections across decades.

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Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/

Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes

Prepare for your family's future. Need some guidance? Let's connect.

#EstatePlanning #FinancialManagement #FinancialRoadmap

Book a meeting here: https://advisor.sunlife.ca/ben.aldridge/

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.

#BusinessPlanning #YearEndReview #2026Goals

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