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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.
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.
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.
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.
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.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.
FREE WEBINAR 🚨
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
or book an appointment with us today: https://bit.ly/4ktFIeu
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
or book an appointment with us today: https://bit.ly/4ktFIeu
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
or book an appointment with us today: https://bit.ly/4ktFIeu
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
or book an appointment with us today: https://bit.ly/4ktFIeu
Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read Sun Life's latest market update below:
https://www.sunlife.ca/en/investments/market/2025-q3-update/
https://www.sunlife.ca/en/investments/market/2025-q3-update/
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read Sun Life's latest market update below:
https://www.sunlife.ca/en/investments/market/2025-q3-update/
https://www.sunlife.ca/en/investments/market/2025-q3-update/
What the Interest Rate Cut Means for Canadian Investors
No matter how the interest rate changes, Canadian investors should stay diversified, stay disciplined, and stick to their long-term investing strategy.
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial plan can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits.
Ready to take your investment plans to the next level?
Book an appointment with us today: https://bit.ly/4ktFIeu
Ready to take your investment plans to the next level?
Book an appointment with us today: https://bit.ly/4ktFIeu
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial plan can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits.
Ready to take your investment plans to the next level?
Book an appointment with us today: https://bit.ly/4ktFIeu
Ready to take your investment plans to the next level?
Book an appointment with us today: https://bit.ly/4ktFIeu
Personal Finance To Public Good: How Financial Literacy Creates Impact
The journey to financial empowerment begins with individuals, but its true power lies in how it transforms communities.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Are You Saving Enough by 35? See How You Stack Up
Wondering if you’re on track with your savings? Find out how your balance compares to others your age, and what could help you to get on track.
Looking to get started?
Book an appointment today: https://bit.ly/4ktFIeu
Looking to get started?
Book an appointment today: https://bit.ly/4ktFIeu
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
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.