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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.
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/
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/
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/
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/
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/
You’re going to lose more money than you expect when the market falls.
That’s usually when my phone rings most — when markets are down.
And it makes sense. No one enjoys watching their hard-earned money dip in value. But here’s the thing…
That reaction is actually backwards.
When we first meet, we talk about what level of risk you can comfortably handle — not just when markets are calm, but when they’re volatile. We find out how much of a drop in your portfolio you could realistically tolerate before it keeps you up at night.
From there, we build your investment plan in two sections:
✅ Growth – the part designed to build wealth over time.
✅ Safety – the part designed to protect what you’ve built.
A balanced investor might have 60% in growth and 40% in safety.
But over time, growth usually outperforms — and that 60% quietly turns into 80%.
Sounds great, right?
Until the market drops… and suddenly, you’re taking on way more risk than you ever intended.
That’s why the best time to meet isn’t after the market falls — it’s before.
That’s when we can rebalance, lock in gains, and make sure your portfolio still fits you.
If your portfolio hasn’t been reviewed since the last big market run, it might be time to check if you’re still at the comfort level you think you are.
That’s usually when my phone rings most — when markets are down.
And it makes sense. No one enjoys watching their hard-earned money dip in value. But here’s the thing…
That reaction is actually backwards.
When we first meet, we talk about what level of risk you can comfortably handle — not just when markets are calm, but when they’re volatile. We find out how much of a drop in your portfolio you could realistically tolerate before it keeps you up at night.
From there, we build your investment plan in two sections:
✅ Growth – the part designed to build wealth over time.
✅ Safety – the part designed to protect what you’ve built.
A balanced investor might have 60% in growth and 40% in safety.
But over time, growth usually outperforms — and that 60% quietly turns into 80%.
Sounds great, right?
Until the market drops… and suddenly, you’re taking on way more risk than you ever intended.
That’s why the best time to meet isn’t after the market falls — it’s before.
That’s when we can rebalance, lock in gains, and make sure your portfolio still fits you.
If your portfolio hasn’t been reviewed since the last big market run, it might be time to check if you’re still at the comfort level you think you are.
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/
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Home - Morningstar Mission
In honour of Culture of Caring Week, Sun Life gave me $35 to donate to any charity of my choice!
After researching different options from homeless shelters to food banks to research organizations, I chose:
The Morningstar Mission in Napanee!
The Morningstar Mission has diversified itself as a massive supporter of the Greater Napanee community.
Meals:
Before COVID, Morningstar Relief Mission served 250 meals per week, locally. Today they are serving nearly 1,000 meals per week!
Warming Centre:
Over this upcoming cold winter, the Morningstar Mission will again offer 17 sleep pods, access to food & showers, and extra connections to additional services including a washer and a dryer.
They also offer the community: Food Bags, Clothing, and Furniture Sharing.
It is clear that The Morningstar Mission started with the community in mind and has built many different ways of supporting anyone in need.
I encourage you to check out their website, or the local community offerings in your area!
https://morningstarmission.ca/
After researching different options from homeless shelters to food banks to research organizations, I chose:
The Morningstar Mission in Napanee!
The Morningstar Mission has diversified itself as a massive supporter of the Greater Napanee community.
Meals:
Before COVID, Morningstar Relief Mission served 250 meals per week, locally. Today they are serving nearly 1,000 meals per week!
Warming Centre:
Over this upcoming cold winter, the Morningstar Mission will again offer 17 sleep pods, access to food & showers, and extra connections to additional services including a washer and a dryer.
They also offer the community: Food Bags, Clothing, and Furniture Sharing.
It is clear that The Morningstar Mission started with the community in mind and has built many different ways of supporting anyone in need.
I encourage you to check out their website, or the local community offerings in your area!
https://morningstarmission.ca/
5 Proven Ways to Fall Asleep Faster
If you're struggling to fall asleep fast, methods like deep breathing, muscle relaxation, or visualization can help promote quick sleep.
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.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• 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.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
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.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• 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.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
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!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
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!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
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.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
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.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Burnout Paradox: When Saving The World Destroys The People Doing It
Here is an interesting article about burnout which highlights that 69% of nonprofit leaders are concerned about employee burnout. The author goes on to explain that when helping others saying "no" often feels like a moral failure, which then leads to burnout and dimminished passion.
To combat the progression of burnout, the article recommends looking into the underlying system of the workplace. Noting that yoga classes won't fix systemic dysfunction.
Key highlights:
- Fix the system
- Leadership sets the standard
- Technology is an ally
- Start measuring your work by the achievements, not the time
To combat the progression of burnout, the article recommends looking into the underlying system of the workplace. Noting that yoga classes won't fix systemic dysfunction.
Key highlights:
- Fix the system
- Leadership sets the standard
- Technology is an ally
- Start measuring your work by the achievements, not the time
Tips for saving at the Grocery Store:
- Make a list and stick to it!
- Compare prices between stores and brands
- Take advantage of discounts
- Buy in bulk when it makes sense
- Plan ahead for meals and snacks
- Don't shop when you are hungry!
- Make a list and stick to it!
- Compare prices between stores and brands
- Take advantage of discounts
- Buy in bulk when it makes sense
- Plan ahead for meals and snacks
- Don't shop when you are hungry!
Tips for saving at the Grocery Store:
- Make a list and stick to it!
- Compare prices between stores and brands
- Take advantage of discounts
- Buy in bulk when it makes sense
- Plan ahead for meals and snacks
- Don't shop when you are hungry!
- Make a list and stick to it!
- Compare prices between stores and brands
- Take advantage of discounts
- Buy in bulk when it makes sense
- Plan ahead for meals and snacks
- Don't shop when you are hungry!
As your advisor, I'm here to help you build and strengthen your financial foundation.
As your advisor, I'm here to help you build and strengthen your financial foundation.
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
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.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s 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.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
💡 Big change coming for NSF fees in Canada
Starting March 12, 2026, federal regulations will cap NSF (non-sufficient funds) fees at $10 per incident for personal bank accounts.
The rules also mean:
• Banks can only charge one NSF fee every two business days
• No NSF fee at all if your account is overdrawn by less than $10
These changes were officially approved in 2025 and come from amendments to the Financial Consumer Protection Framework Regulations under the Bank Act.
What a huge win for consumers!
Starting March 12, 2026, federal regulations will cap NSF (non-sufficient funds) fees at $10 per incident for personal bank accounts.
The rules also mean:
• Banks can only charge one NSF fee every two business days
• No NSF fee at all if your account is overdrawn by less than $10
These changes were officially approved in 2025 and come from amendments to the Financial Consumer Protection Framework Regulations under the Bank Act.
What a huge win for consumers!
💡 Big change coming for NSF fees in Canada
Starting March 12, 2026, federal regulations will cap NSF (non-sufficient funds) fees at $10 per incident for personal bank accounts.
The rules also mean:
• Banks can only charge one NSF fee every two business days
• No NSF fee at all if your account is overdrawn by less than $10
These changes were officially approved in 2025 and come from amendments to the Financial Consumer Protection Framework Regulations under the Bank Act.
What a huge win for consumers!
Starting March 12, 2026, federal regulations will cap NSF (non-sufficient funds) fees at $10 per incident for personal bank accounts.
The rules also mean:
• Banks can only charge one NSF fee every two business days
• No NSF fee at all if your account is overdrawn by less than $10
These changes were officially approved in 2025 and come from amendments to the Financial Consumer Protection Framework Regulations under the Bank Act.
What a huge win for consumers!
Are You Saving Enough by 35? See How You Stack Up
Wondering if you’re on track with your savings? Find out how your balance compares to others your age, and what could help you
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
I hope you all enjoy the end of the Summer and your long weekend ahead.
If you’re looking for something to do, some of the best Canadian Football rivalries are this weekend. Get yourself ready for NFL to start next week by tuning into a game.
I’ll be out of the office on Monday cheering on the gold and black.
If you’re looking for something to do, some of the best Canadian Football rivalries are this weekend. Get yourself ready for NFL to start next week by tuning into a game.
I’ll be out of the office on Monday cheering on the gold and black.
I hope you all enjoy the end of the Summer and your long weekend ahead.
If you’re looking for something to do, some of the best Canadian Football rivalries are this weekend. Get yourself ready for NFL to start next week by tuning into a game.
I’ll be out of the office on Monday cheering on the gold and black.
If you’re looking for something to do, some of the best Canadian Football rivalries are this weekend. Get yourself ready for NFL to start next week by tuning into a game.
I’ll be out of the office on Monday cheering on the gold and black.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Have questions?
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