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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.
Options for your workplace savings plan when changing your employer or retiring
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
https://www.sunlife.ca/en/choices/leaving-group-investments/
Tax write-offs that Canadians often get wrong
Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail) to claim on their tax returns.
https://advisor.sunlife.ca/benson.financial/
https://advisor.sunlife.ca/benson.financial/
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message us for a personalized coverage estimate.
https://advisor.sunlife.ca/benson.financial/
https://advisor.sunlife.ca/benson.financial/
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message us for a personalized coverage estimate.
https://advisor.sunlife.ca/benson.financial/
https://advisor.sunlife.ca/benson.financial/
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
Book an appointment today: https://bit.ly/4ktFIeu
Book an appointment today: https://bit.ly/4ktFIeu
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
Book an appointment today: https://bit.ly/4ktFIeu
Book an appointment today: https://bit.ly/4ktFIeu
Planning through change: Building financial resilience for women's nonlinear lives
Monday, March 9, 12 p.m. ET
In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow
Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Monday, March 9, 12 p.m. ET
In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow
Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Planning through change: Building financial resilience for women's nonlinear lives
Monday, March 9, 12 p.m. ET
In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow
Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Monday, March 9, 12 p.m. ET
In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow
Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. We now offer ETFs, which carry lower fees and can track the market. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
Book an appointment today: https://bit.ly/4ktFIeu
Book an appointment today: https://bit.ly/4ktFIeu
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. We now offer ETFs, which carry lower fees and can track the market. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
Book an appointment today: https://bit.ly/4ktFIeu
Book an appointment today: https://bit.ly/4ktFIeu
Exchange-Traded Funds (ETFs) Available Now!
We are very excited to announce that now offer Exchange-Traded Funds (ETFs)! This is an exciting evolution to our business that will greatly enhance our product offering going forward.
What is an ETF?
An ETF is a type of investment fund that holds a basket of securities (stocks, bonds, or both) and trades on an exchange like a stock. This structure allows investors to gain diversified exposure to a specific index, sector, or strategy in a single, cost-efficient investment. They are often used to track specific indexes, such as the TSX or S&P 500. They generally have significantly lower fees than mutual funds, which can help to enhance your returns.
ETFs can provide cost-efficient diversification, tax-efficiency, and flexible portfolio management across a wide range of asset classes. They will not replace our current mutual fund offering, but instead will optimize it. Our goal is to have the best product shelf of any financial professional that you work with, and this is a significant step forward.
Book an appointment today to explore how ETFs could fit into your investment strategy: https://bit.ly/4ktFIeu
We are very excited to announce that now offer Exchange-Traded Funds (ETFs)! This is an exciting evolution to our business that will greatly enhance our product offering going forward.
What is an ETF?
An ETF is a type of investment fund that holds a basket of securities (stocks, bonds, or both) and trades on an exchange like a stock. This structure allows investors to gain diversified exposure to a specific index, sector, or strategy in a single, cost-efficient investment. They are often used to track specific indexes, such as the TSX or S&P 500. They generally have significantly lower fees than mutual funds, which can help to enhance your returns.
ETFs can provide cost-efficient diversification, tax-efficiency, and flexible portfolio management across a wide range of asset classes. They will not replace our current mutual fund offering, but instead will optimize it. Our goal is to have the best product shelf of any financial professional that you work with, and this is a significant step forward.
Book an appointment today to explore how ETFs could fit into your investment strategy: https://bit.ly/4ktFIeu
Exchange-Traded Funds (ETFs) Available Now!
We are very excited to announce that now offer Exchange-Traded Funds (ETFs)! This is an exciting evolution to our business that will greatly enhance our product offering going forward.
What is an ETF?
An ETF is a type of investment fund that holds a basket of securities (stocks, bonds, or both) and trades on an exchange like a stock. This structure allows investors to gain diversified exposure to a specific index, sector, or strategy in a single, cost-efficient investment. They are often used to track specific indexes, such as the TSX or S&P 500. They generally have significantly lower fees than mutual funds, which can help to enhance your returns.
ETFs can provide cost-efficient diversification, tax-efficiency, and flexible portfolio management across a wide range of asset classes. They will not replace our current mutual fund offering, but instead will optimize it. Our goal is to have the best product shelf of any financial professional that you work with, and this is a significant step forward.
Book an appointment today to explore how ETFs could fit into your investment strategy: https://bit.ly/4ktFIeu
We are very excited to announce that now offer Exchange-Traded Funds (ETFs)! This is an exciting evolution to our business that will greatly enhance our product offering going forward.
What is an ETF?
An ETF is a type of investment fund that holds a basket of securities (stocks, bonds, or both) and trades on an exchange like a stock. This structure allows investors to gain diversified exposure to a specific index, sector, or strategy in a single, cost-efficient investment. They are often used to track specific indexes, such as the TSX or S&P 500. They generally have significantly lower fees than mutual funds, which can help to enhance your returns.
ETFs can provide cost-efficient diversification, tax-efficiency, and flexible portfolio management across a wide range of asset classes. They will not replace our current mutual fund offering, but instead will optimize it. Our goal is to have the best product shelf of any financial professional that you work with, and this is a significant step forward.
Book an appointment today to explore how ETFs could fit into your investment strategy: https://bit.ly/4ktFIeu
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
Take control of your financial future. Reach out today to get started!
Watch video
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget.
https://advisor.sunlife.ca/benson.financial/
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget.
https://advisor.sunlife.ca/benson.financial/
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget.
https://advisor.sunlife.ca/benson.financial/
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget.
https://advisor.sunlife.ca/benson.financial/
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
Book an appointment today to get started: https://bit.ly/4ktFIeu
Book an appointment today to get started: https://bit.ly/4ktFIeu
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
Book an appointment today to get started: https://bit.ly/4ktFIeu
Book an appointment today to get started: https://bit.ly/4ktFIeu
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/benson.financial/
https://advisor.sunlife.ca/benson.financial/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/benson.financial/
https://advisor.sunlife.ca/benson.financial/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says
Amid a tough job market and troubles affording homeownership, many young Canadians could be skipping on retirement planning despite fears of not having enough in their senior years, according to a new survey.https://advisor.sunlife.ca/benson.financial/
INVESTMENTS WEBINAR | Building your wealth through investing
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
INVESTMENTS WEBINAR | Building your wealth through investing
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/benson.financial/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/benson.financial/
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/benson.financial/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/benson.financial/
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Book an appointment with us today!
https://advisor.sunlife.ca/benson.financial/
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Book an appointment with us today!
https://advisor.sunlife.ca/benson.financial/
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Book an appointment with us today!
https://advisor.sunlife.ca/benson.financial/
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Book an appointment with us today!
https://advisor.sunlife.ca/benson.financial/
Merry Christmas to all of our clients, colleagues, family, and friends! Your support means the world to us. We hope you have a wonderful holiday. See you in 2026!
Merry Christmas to all of our clients, colleagues, family, and friends! Your support means the world to us. We hope you have a wonderful holiday. See you in 2026!
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
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.