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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.

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

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

You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

#SunLifeOnePlan #Insurance #YourWealth
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.

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
#BusinessPlanning #YearEndReview #2026Goals
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
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.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
#WealthManagement #FinancialRoadmap
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/
Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

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

#SunLifeOnePlan #FinancialSecurity
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/
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Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

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

#SunLifeOnePlan #BusinessPlanning #BusinessOwner
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.

Happy Thanksgiving!

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.

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

#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
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Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.

You’re busy, but taking the time to assess your finances during these times is important.

Reach out and we can create a financial roadmap.

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
Sunlife
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.