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Advice from someone you trust.

I can share helpful tips and recommendations on how you can plan for a brighter financial future.

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.

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!

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/brad.ritchie/

You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

#SunLifeOnePlan #YourMoney

Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://advisor.sunlife.ca/brad.ritchie/

Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Reach out to start your journey!

Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/brad.ritchie/

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!
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

#RetirementPlanning #SunLifeOnePlan

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As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.

Reach out to discuss how we can help you build a brighter future for both you and your company.

How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

🌱📚 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.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
#EducationSavings #RESPTips

Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

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/

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

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.

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

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.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

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.

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

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.

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

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/brad.ritchie/

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/brad.ritchie/

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.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

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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.

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect

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.