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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.

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/brad.ritchie/

Zooming out in volatile markets: Insights from Jurrien Timmer - April 13, 2026

Dive into expert insights on building and preserving wealth in today’s economic landscape.

https://www.fidelity.ca/en/insights/articles/timmer-global-macro-view-apr13/

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.

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Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?

🎯 Myth buster: Worried segregated funds are too limited?

Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.

Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
Introducing One Plan

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
Introducing One Plan

Your home, your haven. Let's keep it that way. Help protect your mortgage and give your loved ones peace of mind with mortgage protection solutions.

Learn about flexible coverage options you can personalize to your needs: https://www.sunlife.ca/en/insurance/mortgage-protection/

Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
Introducing One Plan
#MortgageProtection #FinancialSecurity

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Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
Introducing One Plan

Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/brad.ritchie/

🏢 Myth buster: Business owners — segregated funds CAN work for you!

Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans

As a business owner, you need sophisticated solutions. Let’s talk!
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.

Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
#SunLifeOnePlan

Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
https://www.sunlife.ca/en/choices/leaving-group-investments/

#CareerTransition #InvestmentPlanning

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📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!

Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.

Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
#FamilyFinances #FinancialLiteracy

Lock in lower rates ✓ Guarantee coverage ✓ Secure their future ✓

Help secure your little one's future today. Sun CII for kids locks in lower premiums and guarantees coverage as they grow. Plus, get 50% of their first year's premiums back! Offer ends July 31. #ParentingWin #ChildInsurance

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Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie

Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare for the unexpected and get peace of mind for less. Offer ends July 31. #InsuranceSavings #FamilyProtection

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it.
Brad Ritchie, C.F.P.
https://advisor.sunlife.ca/brad.ritchie/

💰 Myth buster: Are segregated funds really "too expensive"?

What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection

The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.

Want to understand the full value? Let's talk!

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.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.

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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.