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.
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/
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/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
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/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/beverly.anasco
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/beverly.anasco
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
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.
https://advisor.sunlife.ca/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
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.
https://advisor.sunlife.ca/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/beverly.anasco
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/beverly.anasco
报税季即将来临。您是否已充分利用各类可用策略，优化自身税务状况？
让我们共同探讨节税型投资选择
让我们共同探讨节税型投资选择
报税季即将来临。您是否已充分利用各类可用策略，优化自身税务状况？
让我们共同探讨节税型投资选择
让我们共同探讨节税型投资选择
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/beverly.anasco
https://advisor.sunlife.ca/beverly.anasco
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/beverly.anasco
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/beverly.anasco
Watch video
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/beverly.anasco
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/beverly.anasco
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/beverly.anasco
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/beverly.anasco
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
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. Get in touch today.
https://advisor.sunlife.ca/beverly.anasco
~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. Get in touch today.
https://advisor.sunlife.ca/beverly.anasco
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. Get in touch today.
https://advisor.sunlife.ca/beverly.anasco
~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. Get in touch today.
https://advisor.sunlife.ca/beverly.anasco
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/beverly.anasco
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/beverly.anasco
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/beverly.anasco
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/beverly.anasco
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/beverly.anasco
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/beverly.anasco
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/beverly.anasco
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/beverly.anasco
别错过潜在的税务优惠，为退休生活筑牢保障。以下是您应考虑最大化 RRSP 供款的原因：
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
别错过潜在的税务优惠，为退休生活筑牢保障。以下是您应考虑最大化 RRSP 供款的原因：
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
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/
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Brighten lives with strategic giving
Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/beverly.anasco
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/beverly.anasco
Watch video
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.