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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.
This Pride Month, Sun Life stands united with 2SLGBTQIA+ communities. Our people are our
pride; their unique perspectives make us stronger and more resilient. We recognize the
importance of creating spaces where everyone feels respected and supported – exactly as they
are. Inclusion is more than just a statement to us; it's a shared experience.
To our 2SLGBTQIA+ colleagues, Clients, advisors, and community members: you belong, and
we’re proud to stand together.
#UnitedinPride #PrideMonth
pride; their unique perspectives make us stronger and more resilient. We recognize the
importance of creating spaces where everyone feels respected and supported – exactly as they
are. Inclusion is more than just a statement to us; it's a shared experience.
To our 2SLGBTQIA+ colleagues, Clients, advisors, and community members: you belong, and
we’re proud to stand together.
#UnitedinPride #PrideMonth
This Pride Month, Sun Life stands united with 2SLGBTQIA+ communities. Our people are our
pride; their unique perspectives make us stronger and more resilient. We recognize the
importance of creating spaces where everyone feels respected and supported – exactly as they
are. Inclusion is more than just a statement to us; it's a shared experience.
To our 2SLGBTQIA+ colleagues, Clients, advisors, and community members: you belong, and
we’re proud to stand together.
#UnitedinPride #PrideMonth
pride; their unique perspectives make us stronger and more resilient. We recognize the
importance of creating spaces where everyone feels respected and supported – exactly as they
are. Inclusion is more than just a statement to us; it's a shared experience.
To our 2SLGBTQIA+ colleagues, Clients, advisors, and community members: you belong, and
we’re proud to stand together.
#UnitedinPride #PrideMonth
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What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you. To schedule a meeting with one of our advisors, please contact us at 226.401.4805 or CA.Financial@sunlife.com.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you. To schedule a meeting with one of our advisors, please contact us at 226.401.4805 or CA.Financial@sunlife.com.
On behalf of everyone at CA Financial Services Inc., we wish you a safe and happy Victoria Day long weekend.
Our office will close at 1:00pm on Friday May 16 and we will reopen at 8:30am on Tuesday May 20.
Our office will close at 1:00pm on Friday May 16 and we will reopen at 8:30am on Tuesday May 20.
On behalf of everyone at CA Financial Services Inc., we wish you a safe and happy Victoria Day long weekend.
Our office will close at 1:00pm on Friday May 16 and we will reopen at 8:30am on Tuesday May 20.
Our office will close at 1:00pm on Friday May 16 and we will reopen at 8:30am on Tuesday May 20.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Today, May 5, is the National Day of Awareness for Missing and Murdered Indigenous Women, Girls, and Two-Spirited people (MMIWG2S). It is also known as 'Red Dress Day' and we are all encouraged to wear something red to honour the lives and legacies of MMIWG2S individuals. #MMIWG2S
For more information about the history and significance of this day, please check out this site: https://amnesty.ca/red-dress-day/
For more information about the history and significance of this day, please check out this site: https://amnesty.ca/red-dress-day/
Today, May 5, is the National Day of Awareness for Missing and Murdered Indigenous Women, Girls, and Two-Spirited people (MMIWG2S). It is also known as 'Red Dress Day' and we are all encouraged to wear something red to honour the lives and legacies of MMIWG2S individuals. #MMIWG2S
For more information about the history and significance of this day, please check out this site: https://amnesty.ca/red-dress-day/
For more information about the history and significance of this day, please check out this site: https://amnesty.ca/red-dress-day/
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
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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.
Reach out to us at 226.401.4805 or CA.Financial@sunlife.com to schedule a meeting with one of our advisors.
Everyone at CA Financial Services Inc. wishes you and your loved ones a very Happy Easter. We hope you have an Egg-stra special long weekend.
Our office is closed for the Easter weekend and we will reopen at 8:30am on Tuesday April 22.
Our office is closed for the Easter weekend and we will reopen at 8:30am on Tuesday April 22.
Everyone at CA Financial Services Inc. wishes you and your loved ones a very Happy Easter. We hope you have an Egg-stra special long weekend.
Our office is closed for the Easter weekend and we will reopen at 8:30am on Tuesday April 22.
Our office is closed for the Easter weekend and we will reopen at 8:30am on Tuesday April 22.
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
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.
We will be taking an extended break for the Easter holiday this weekend. Our office will close at 4:00pm on Thursday April 17 and will re-open at 8:30am on Tuesday April 22.
We will be taking an extended break for the Easter holiday this weekend. Our office will close at 4:00pm on Thursday April 17 and will re-open at 8:30am on Tuesday April 22.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
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.
For more information, please contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule a meeting with one of our advisors.
All of us at CA Financial Services Inc. wish Corey all the best as he celebrates his 21st Anniversary as an advisor with Sun Life. We look forward to working together with you for many more years to come.
All of us at CA Financial Services Inc. wish Corey all the best as he celebrates his 21st Anniversary as an advisor with Sun Life. We look forward to working together with you for many more years to come.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Please contact us at 226.401.4805 or CA.Financial@sunlife.com to talk with one of our advisors.
Certain terms and conditions may apply. Please contact us at 226.401.4805 or CA.Financial@sunlife.com to talk with one of our advisors.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Please contact us at 226.401.4805 or CA.Financial@sunlife.com to talk with one of our advisors.
Certain terms and conditions may apply. Please contact us at 226.401.4805 or CA.Financial@sunlife.com to talk 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.
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.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. To schedule a meeting with one of our advisors, please contact us at 226.401.4805 or CA.Financial@sunlife.com.
#BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
#BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. To schedule a meeting with one of our advisors, please contact us at 226.401.4805 or CA.Financial@sunlife.com.
#BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
#BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Happy International Women's Day! Today we celebrate the incredible women who inspire us, break barriers, spark ideas, and bring change. We appreciate everything you do, today and every day. #IWD # IWD2025 #AccelerateAction
Happy International Women's Day! Today we celebrate the incredible women who inspire us, break barriers, spark ideas, and bring change. We appreciate everything you do, today and every day. #IWD # IWD2025 #AccelerateAction
March 7 is Employee Appreciation Day. Please join us in giving a huge shout out and saying "THANK YOU" to everything our Client Liaison Team and Wealth Team does to make sure our operations run smoothly. Our team has grown over the last year and we look forward to all the great things that are yet to come.
Thank you (in alphabetical order):
- Beatrice
- Katie
- Kelly
- Lynn
- Nicole
Thank you (in alphabetical order):
- Beatrice
- Katie
- Kelly
- Lynn
- Nicole
March 7 is Employee Appreciation Day. Please join us in giving a huge shout out and saying "THANK YOU" to everything our Client Liaison Team and Wealth Team does to make sure our operations run smoothly. Our team has grown over the last year and we look forward to all the great things that are yet to come.
Thank you (in alphabetical order):
- Beatrice
- Katie
- Kelly
- Lynn
- Nicole
Thank you (in alphabetical order):
- Beatrice
- Katie
- Kelly
- Lynn
- Nicole
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals. Please call us at 226.401.4805 to schedule a meeting with one of our advisors.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals. Please call us at 226.401.4805 to schedule a meeting with one of our advisors.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals. Please call us at 226.401.4805 to schedule a meeting with one of our advisors.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals. Please call us at 226.401.4805 to schedule a meeting 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.