Stay informed
Stay informed with whatβs 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.
Dreaming of a comfortable retirement? Let's turn those dreams into reality! ποΈ
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: π https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
β‘οΈ Factors affecting your retirement savings
β‘οΈ Estimating your retirement income needs
β‘οΈ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: π https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
β‘οΈ Factors affecting your retirement savings
β‘οΈ Estimating your retirement income needs
β‘οΈ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada
Dreaming of a comfortable retirement? Let's turn those dreams into reality! ποΈ
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: π https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
β‘οΈ Factors affecting your retirement savings
β‘οΈ Estimating your retirement income needs
β‘οΈ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: π https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
β‘οΈ Factors affecting your retirement savings
β‘οΈ Estimating your retirement income needs
β‘οΈ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada
Thereβs never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Letβs connect and chat more!
Thereβs never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Letβs connect and chat more!
Estate planning isn't just for the wealthy β it's your family's financial superhero cape. π¦ΈββοΈ
Let's chat about making your family's future as bright as your little one's smile. π
Let's chat about making your family's future as bright as your little one's smile. π
Estate planning isn't just for the wealthy β it's your family's financial superhero cape. π¦ΈββοΈ
Let's chat about making your family's future as bright as your little one's smile. π
Let's chat about making your family's future as bright as your little one's smile. π
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Letβs connect to discuss how we can work together to create a personalized financial roadmap thatβs tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Letβs connect to discuss how we can work together to create a personalized financial roadmap thatβs tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Letβs connect to discuss how we can work together to create a personalized financial roadmap thatβs tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Letβs connect to discuss how we can work together to create a personalized financial roadmap thatβs tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan π
-Explore tax-efficient wealth transfer options π°
-Discuss your values and wishes with loved ones π
-Consider charitable giving strategies π
-Evaluate the benefits of trusts for asset protection π‘οΈ
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Consider a few legacy-building strategies:
-Review and update your estate plan π
-Explore tax-efficient wealth transfer options π°
-Discuss your values and wishes with loved ones π
-Consider charitable giving strategies π
-Evaluate the benefits of trusts for asset protection π‘οΈ
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan π
-Explore tax-efficient wealth transfer options π°
-Discuss your values and wishes with loved ones π
-Consider charitable giving strategies π
-Evaluate the benefits of trusts for asset protection π‘οΈ
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Consider a few legacy-building strategies:
-Review and update your estate plan π
-Explore tax-efficient wealth transfer options π°
-Discuss your values and wishes with loved ones π
-Consider charitable giving strategies π
-Evaluate the benefits of trusts for asset protection π‘οΈ
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Tax season is right around the corner.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Tax season is right around the corner.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
π’ TFSA alert: The 2025 contribution limit is $7,000!
π° Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
π° Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
π’ TFSA alert: The 2025 contribution limit is $7,000!
π° Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
π° Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
Tax-saving ideas for retired couples in Canada
Check out this new resource I found!
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
π November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
π November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains π
-Max out your TFSA contributions π°
-Review your charitable giving strategy π
-Explore income splitting opportunities π₯
-Consider prescribed rate loans for family members πΈ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains π
-Max out your TFSA contributions π°
-Review your charitable giving strategy π
-Explore income splitting opportunities π₯
-Consider prescribed rate loans for family members πΈ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains π
-Max out your TFSA contributions π°
-Review your charitable giving strategy π
-Explore income splitting opportunities π₯
-Consider prescribed rate loans for family members πΈ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains π
-Max out your TFSA contributions π°
-Review your charitable giving strategy π
-Explore income splitting opportunities π₯
-Consider prescribed rate loans for family members πΈ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
Financial literacy isn't just about understanding money β it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money β it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Boo! π»
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Boo! π»
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.
#WealthPreservation #InnovativeFinance
#WealthPreservation #InnovativeFinance
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.
#WealthPreservation #InnovativeFinance
#WealthPreservation #InnovativeFinance
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.