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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.
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
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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Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Everyone at CA Financial Services Inc. wishes a you a Safe and Happy Thanksgiving weekend.
Our office is closed today and will re-open at 8:30am on Tuesday October 14.
Our office is closed today and will re-open at 8:30am on Tuesday October 14.
Everyone at CA Financial Services Inc. wishes a you a Safe and Happy Thanksgiving weekend.
Our office is closed today and will re-open at 8:30am on Tuesday October 14.
Our office is closed today and will re-open at 8:30am on Tuesday October 14.
Everyone at CA Financial Services Inc. wishes a you a Safe and Happy Thanksgiving weekend. Our office will close at 1:30pm today and will re-open at 8:30am on Tuesday October 14.
Everyone at CA Financial Services Inc. wishes a you a Safe and Happy Thanksgiving weekend. Our office will close at 1:30pm today and will re-open at 8:30am on Tuesday October 14.
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
September 30 is the National Day for Truth and Reconciliation. Today, we take the time to honor all the children who did not return home and the survivors and families impacted by residential schools. We commit to listening, learning, and to taking meaningful steps toward reconciliation in our daily lives. Let us all go forward with hope and build a future free from prejudice and harm for Indigenous peoples.
To learn more, check out resources on the National Centre for Truth and Reconciliation website (https://nctr.ca/).
#NationalDayForTruthAndReconciliation #Reconciliation #EveryChildMatters,
To learn more, check out resources on the National Centre for Truth and Reconciliation website (https://nctr.ca/).
#NationalDayForTruthAndReconciliation #Reconciliation #EveryChildMatters,
September 30 is the National Day for Truth and Reconciliation. Today, we take the time to honor all the children who did not return home and the survivors and families impacted by residential schools. We commit to listening, learning, and to taking meaningful steps toward reconciliation in our daily lives. Let us all go forward with hope and build a future free from prejudice and harm for Indigenous peoples.
To learn more, check out resources on the National Centre for Truth and Reconciliation website (https://nctr.ca/).
#NationalDayForTruthAndReconciliation #Reconciliation #EveryChildMatters,
To learn more, check out resources on the National Centre for Truth and Reconciliation website (https://nctr.ca/).
#NationalDayForTruthAndReconciliation #Reconciliation #EveryChildMatters,
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 with us today.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#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 with us today.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#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 with us today.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#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 with us today.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
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!
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
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!
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
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.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#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.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
How do I get the right personal health insurance?
Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.
Learn more in this article.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Learn more in this article.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
We wish Beatrice a very happy 8-year work anniversary! Your hard work, positive energy, and dedication are appreciated and we are glad you are part of our team. Here's to many more years of success and achievement together.
We wish Beatrice a very happy 8-year work anniversary! Your hard work, positive energy, and dedication are appreciated and we are glad you are part of our team. Here's to many more years of success and achievement together.
When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#SunLifeOnePlan #YourMoney
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#SunLifeOnePlan #YourMoney
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#SunLifeOnePlan #YourMoney
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#SunLifeOnePlan #YourMoney
The entire team at CA Financial sends our warmest wishes to Corey. We hope you have a wonderful birthday and wish you a great year ahead filled with happiness and success.
The entire team at CA Financial sends our warmest wishes to Corey. We hope you have a wonderful birthday and wish you a great year ahead filled with happiness and success.
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.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
- 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.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
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.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
- 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.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.