Stay Informed
Brock is active on social media - follow him on Facebook, Instagram and LinkedIn.
Just a couple of days ago I decided that I would rather be at the Rink than in the Office this Friday!
What an awesome day! Kingston’s “Hockey Helps The Homeless” Hockey Tournament was a huge success!
Spent the day guiding around some pros.. and some pretend pros!
What an awesome day! Kingston’s “Hockey Helps The Homeless” Hockey Tournament was a huge success!
Spent the day guiding around some pros.. and some pretend pros!
Just a couple of days ago I decided that I would rather be at the Rink than in the Office this Friday!
What an awesome day! Kingston’s “Hockey Helps The Homeless” Hockey Tournament was a huge success!
Spent the day guiding around some pros.. and some pretend pros!
What an awesome day! Kingston’s “Hockey Helps The Homeless” Hockey Tournament was a huge success!
Spent the day guiding around some pros.. and some pretend pros!
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Well folks, this weekend felt like the beginning of Winter!
I had a great time helping out with the Amherstview Christmas Parade with the Lions Club. It is really awesome when you can get so many different groups of people all together! Especially in small communities!
Drive safe everyone!
I had a great time helping out with the Amherstview Christmas Parade with the Lions Club. It is really awesome when you can get so many different groups of people all together! Especially in small communities!
Drive safe everyone!
Well folks, this weekend felt like the beginning of Winter!
I had a great time helping out with the Amherstview Christmas Parade with the Lions Club. It is really awesome when you can get so many different groups of people all together! Especially in small communities!
Drive safe everyone!
I had a great time helping out with the Amherstview Christmas Parade with the Lions Club. It is really awesome when you can get so many different groups of people all together! Especially in small communities!
Drive safe everyone!
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.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
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.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
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.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
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.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
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.
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.
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.
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.
Once my Women’s Football season wrapped up as Champs in March, Brittany convinced me that coaching a kids’ team would be a good experience. She said something about how I needed to work on my patience or something…
Around that same time, I was offered a role coaching in the inaugural season of the Kingston Minor Football League (KMFL)!
Early in the season, I came across a hat I really liked — “Grow The Game.” It was made by a buddy, mostly for lacrosse, but those words have stuck with me and motivated my football coaching journey ever since.
Anyways, my little guys showed up, had fun, learned a ton, played hard — and won. A remarkable upset in the Championship that, I think, taught both teams about life and sports.
Around that same time, I was offered a role coaching in the inaugural season of the Kingston Minor Football League (KMFL)!
Early in the season, I came across a hat I really liked — “Grow The Game.” It was made by a buddy, mostly for lacrosse, but those words have stuck with me and motivated my football coaching journey ever since.
Anyways, my little guys showed up, had fun, learned a ton, played hard — and won. A remarkable upset in the Championship that, I think, taught both teams about life and sports.
Once my Women’s Football season wrapped up as Champs in March, Brittany convinced me that coaching a kids’ team would be a good experience. She said something about how I needed to work on my patience or something…
Around that same time, I was offered a role coaching in the inaugural season of the Kingston Minor Football League (KMFL)!
Early in the season, I came across a hat I really liked — “Grow The Game.” It was made by a buddy, mostly for lacrosse, but those words have stuck with me and motivated my football coaching journey ever since.
Anyways, my little guys showed up, had fun, learned a ton, played hard — and won. A remarkable upset in the Championship that, I think, taught both teams about life and sports.
Around that same time, I was offered a role coaching in the inaugural season of the Kingston Minor Football League (KMFL)!
Early in the season, I came across a hat I really liked — “Grow The Game.” It was made by a buddy, mostly for lacrosse, but those words have stuck with me and motivated my football coaching journey ever since.
Anyways, my little guys showed up, had fun, learned a ton, played hard — and won. A remarkable upset in the Championship that, I think, taught both teams about life and sports.
Happy Halloween everyone! Go Jays!
An RESP is one of the great ways that you can help set up your children or grandchildren for their future!
An RESP is one of the great ways that you can help set up your children or grandchildren for their future!
Happy Halloween everyone! Go Jays!
An RESP is one of the great ways that you can help set up your children or grandchildren for their future!
An RESP is one of the great ways that you can help set up your children or grandchildren for their future!
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/
Watch video
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.