Stay informed
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.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#EducationSavings #RESPTips
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#EducationSavings #RESPTips
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#EducationSavings #RESPTips
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#EducationSavings #RESPTips
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/cafinancial/
https://advisor.sunlife.ca/cafinancial/
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/cafinancial/
https://advisor.sunlife.ca/cafinancial/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Please join us in wishing Kelly a very Happy Birthday. We hope your birthday is filled with laughter, cake, and all your favorite things!
Please join us in wishing Kelly a very Happy Birthday. We hope your birthday is filled with laughter, cake, and all your favorite things!
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Happy Birthday Nick! Here's to another trip around the sun - you keep us laughing with your quick wit and sense of humour. Hope your day involves lots of cake, time with friends and family, and zero work emails. You deserve it!
Happy Birthday Nick! Here's to another trip around the sun - you keep us laughing with your quick wit and sense of humour. Hope your day involves lots of cake, time with friends and family, and zero work emails. You deserve it!
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Watch video
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
On behalf of everyone at CA Financial Services, we wish you and yours a very Happy Holiday Season and all the best in 2026. Cheers!
On behalf of everyone at CA Financial Services, we wish you and yours a very Happy Holiday Season and all the best in 2026. Cheers!
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/cafinancial/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Reach out to 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.