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.
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/
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/
Market ups and downs are normal, but they can feel unsettling. The key? Staying focused on your long-term strategy is important. Explore practical ways to navigate market swings with confidence and let me know how we can help.
https://www.sunlife.ca/en/investments/market-volatility/
https://www.sunlife.ca/en/investments/market-volatility/
Market ups and downs are normal, but they can feel unsettling. The key? Staying focused on your long-term strategy is important. Explore practical ways to navigate market swings with confidence and let me know how we can help.
https://www.sunlife.ca/en/investments/market-volatility/
https://www.sunlife.ca/en/investments/market-volatility/
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 us know how we can help!
https://www.sunlife.ca/en/investments/market-volatility/
Let us know how we can help!
How to build your emergency fund
You can’t predict the next market shift — but you can prepare for it. An emergency fund can help you stay confident during uncertain times. Let’s chat about solutions that could work for you.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-build-your-emergency-fund/
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-build-your-emergency-fund/
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/benson.financial/
Ready to get started? Reach out to discuss your estate plan today.
https://advisor.sunlife.ca/benson.financial/
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/benson.financial/
Ready to get started? Reach out to discuss your estate plan today.
https://advisor.sunlife.ca/benson.financial/
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/benson.financial/
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/benson.financial/
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/benson.financial/
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/benson.financial/
Free webinar: Your health and wealth - what's the connection?
Thursday, June 11, 2026 12:00 PM, ET
Money stress is real stress. It can impact your sleep, your mood and your health. This webinar will help you discover the link between financial, mental and physical wellbeing and how being prepared makes all the difference.
Register today: https://sunlife.zoom.us/webinar/register/5817610564361/WN_XKassDePRJm4s0kQ4stPEg#/registration
Thursday, June 11, 2026 12:00 PM, ET
Money stress is real stress. It can impact your sleep, your mood and your health. This webinar will help you discover the link between financial, mental and physical wellbeing and how being prepared makes all the difference.
Register today: https://sunlife.zoom.us/webinar/register/5817610564361/WN_XKassDePRJm4s0kQ4stPEg#/registration
Free webinar: Your health and wealth - what's the connection?
Thursday, June 11, 2026 12:00 PM, ET
Money stress is real stress. It can impact your sleep, your mood and your health. This webinar will help you discover the link between financial, mental and physical wellbeing and how being prepared makes all the difference.
Register today: https://sunlife.zoom.us/webinar/register/5817610564361/WN_XKassDePRJm4s0kQ4stPEg#/registration
Thursday, June 11, 2026 12:00 PM, ET
Money stress is real stress. It can impact your sleep, your mood and your health. This webinar will help you discover the link between financial, mental and physical wellbeing and how being prepared makes all the difference.
Register today: https://sunlife.zoom.us/webinar/register/5817610564361/WN_XKassDePRJm4s0kQ4stPEg#/registration
Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
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
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.