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Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule a meeting with one of our advisors.
Bank of Canada holds key rate steady amid trade war, economic uncertainty

Bank of Canada holds key rate steady amid trade war, economic uncertainty

The Bank of Canada left its benchmark interest rate unchanged Wednesday as it waits to get a clearer picture of how global trade uncertainty is going to impact the Canadian economy.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

For more information, please contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule a meeting with one of our advisors.
What can you do about U.S. tariffs affecting your finances?

News of trade tensions between Canada and the U.S. may have left you with questions. What might this mean for the economy and your money?

Stay informed, plan ahead—we'll navigate these challenges together.

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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.