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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.

Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you.
Brad Ritchie, Certified Financial Planner
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence.
Book a conversation to start shaping your legacy.
Brad Ritchie, Certified Financial Planner
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Not all investors are the same — so why should all portfolios be? The Elevate Portfolio Program comes with options to match your risk comfort level and timeline.

Let's find the portfolio that aligns with your vision for the future. https://advisor.sunlife.ca/brad.ritchie/

Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/brad.ritchie/

Retirement isn’t an end. It’s your next chapter.

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence.

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You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.

A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/brad.ritchie/

Your portfolio deserves professional attention. The Elevate Portfolio Program features carefully selected funds from leading asset managers.

Want to learn how this can benefit your portfolio? Reach out! https://advisor.sunlife.ca/brad.ritchie/

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide financial support during a serious diagnosis, helping with time off work, travel for care, or everyday expenses so you can focus on recovery.
Want to explore if it fits your plan?
Brad Ritchie, Certified Financial Planner
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or your next “chapter,” the right strategy can help you set aside cash intentionally while still staying on track. Let's transform your priorities into a financial roadmap you can commit to.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap.
Brad Ritchie, Certified Financial Planner
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Here's the thing: lower fees can mean more of your money stays invested and working harder for you. The Elevate Portfolio Program offers transparent, competitive pricing that can benefit your returns.

Curious how much you could save? Let's talk! https://advisor.sunlife.ca/brad.ritchie/

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Ease into retirement with Sun Life One Plan

Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://advisor.sunlife.ca/brad.ritchie/

#SunLifeOnePlan #RetirementPlanning

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Unexpected events don’t send calendar invites. A back-up plan can help your business stay steady if a key person becomes suddenly unavailable, or revenue unexpectedly dips. Let’s pressure-test “what ifs” for your business and build a strategy that helps protect both your company and your personal finances.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

With Elevate Portfolio Program, experienced professionals monitor your investments which are automatically rebalanced to help keep them on track with your goals. That's peace of mind you can count on.

Ready to make investing simple? Let's connect! https://advisor.sunlife.ca/brad.ritchie/

Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your pay cheque fuels your plans, they may be worth protecting. Get in touch to talk about your options.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education… it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like?
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

#SunLifeOnePlan #RetirementPlanning

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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.