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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.
Decumulation: Turning retirement savings into retirement income
Take control of your personal finances. Check out these resources to get started.
Bank of Canada holds interest rate at 2.75% as economy shows resilience in the face of tariffs | CBC News
Bank of Canada holds interest rate at 2.75% as economy shows resilience in the face of tariffs.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Book an appointment today: https://bit.ly/4ktFIeu
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Book an appointment today: https://bit.ly/4ktFIeu
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Book an appointment today: https://bit.ly/4ktFIeu
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Book an appointment today: https://bit.ly/4ktFIeu
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
How Gen Z is redefining retirement strategies
Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Book an appointment today: https://bit.ly/4ktFIeu
Get in touch today to discuss how you can protect your business.
Book an appointment today: https://bit.ly/4ktFIeu
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Book an appointment today: https://bit.ly/4ktFIeu
Get in touch today to discuss how you can protect your business.
Book an appointment today: https://bit.ly/4ktFIeu
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
Book an appointment today: https://bit.ly/4ktFIeu
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
Book an appointment today: https://bit.ly/4ktFIeu
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
Book an appointment today: https://bit.ly/4ktFIeu
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
Book an appointment today: https://bit.ly/4ktFIeu
Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine
Talking about finances can be a highly personal and sensitive topic area. Whether it’s about people’s individual financial situations, or inheritance planning.
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
Book an appointment today: https://bit.ly/4ktFIeu
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
Book an appointment today: https://bit.ly/4ktFIeu
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
Book an appointment today: https://bit.ly/4ktFIeu
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
Book an appointment today: https://bit.ly/4ktFIeu
Peek into the financial future of 2025. Join our free webinar with Dynamic Funds on Tuesday, July 15 at 12 p.m. ET.
Topics include:
• Economic trends shaping markets
• Impact of interest rates & tech volatility
• Strategies to navigate uncertainty
Take charge in this changing financial landscape. Register now and turn market challenges into opportunities. https://sunlife.zoom.us/webinar/register/9717458466753/WN_f6SdUmIlSw2vvpeuLNW_8Q#/registration
Topics include:
• Economic trends shaping markets
• Impact of interest rates & tech volatility
• Strategies to navigate uncertainty
Take charge in this changing financial landscape. Register now and turn market challenges into opportunities. https://sunlife.zoom.us/webinar/register/9717458466753/WN_f6SdUmIlSw2vvpeuLNW_8Q#/registration
Peek into the financial future of 2025. Join our free webinar with Dynamic Funds on Tuesday, July 15 at 12 p.m. ET.
Topics include:
• Economic trends shaping markets
• Impact of interest rates & tech volatility
• Strategies to navigate uncertainty
Take charge in this changing financial landscape. Register now and turn market challenges into opportunities. https://sunlife.zoom.us/webinar/register/9717458466753/WN_f6SdUmIlSw2vvpeuLNW_8Q#/registration
Topics include:
• Economic trends shaping markets
• Impact of interest rates & tech volatility
• Strategies to navigate uncertainty
Take charge in this changing financial landscape. Register now and turn market challenges into opportunities. https://sunlife.zoom.us/webinar/register/9717458466753/WN_f6SdUmIlSw2vvpeuLNW_8Q#/registration
Today we celebrate our beautiful country. Enjoy the festivities and embrace the joy of being Canadian. Have a safe and happy Canada Day celebration! 🍁
Today we celebrate our beautiful country. Enjoy the festivities and embrace the joy of being Canadian. Have a safe and happy Canada Day celebration! 🍁
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You will walk out feeling more confident about your options.
Watch video
The Parts Of Long-Term Financial Planning That Everyone Should Know
As financial markets become more volatile, it's important to have these six components in place for a financially secure retirement.
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
More Canadians are relying on a home to fund their retirement despite the risks
More Canadians are relying on a home to fund their retirement despite the risks.
62% of people believe that homeownership is a critical part of their retirement strategy
62% of people believe that homeownership is a critical part of their retirement strategy
Mortgage-free retirement? Not so for 29% of soon-to-be retirees - National | Globalnews.ca
For nearly a third of soon-to-be-retired Canadians, living a mortgage-free retirement may not be on the cards for at least a few years, a new report says.
Side hustles so popular with millennials and gen Z even people making $100,000 a year have one
Survey finds 36% of Canadians aged 18 to 44 have a secondary source of income
Bank of Canada rate cut odds for June fall after April inflation data
Canada’s annual rate of inflation slowed to 1.7 per cent in April, Statistics Canada reported on Tuesday, down from 2.3 per cent in March.
Tax return got flagged for a review? Don’t panic, experts say
Finding out your tax return is under review — especially after you’ve already spent your expected refund — can be unnerving. But it’s far less serious and more common than you think, tax experts say.
Sticking with a retirement investing plan during times of volatility
Sticking with a retirement investing plan during times of volatility. While it can be worrisome to see markets drop around 10 per cent in a matter of days, experts emphasize the importance of not making any rash moves.
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