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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.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Today we send a HUGE shout-out to Nick on his 32nd Workiversary. Congratulations Nick! Your dedication to clients and our team makes our team better, and your sense of humour keeps us laughing. Here's to many more years of achievements together!
Today we send a HUGE shout-out to Nick on his 32nd Workiversary. Congratulations Nick! Your dedication to clients and our team makes our team better, and your sense of humour keeps us laughing. Here's to many more years of achievements together!
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Everyone at CA Financial Services Inc. wishes you a relaxing and enjoyable long weekend. Happy Labour Day!
Our office is closed today, and will re-open at 8:30am on Tuesday September 2.
Our office is closed today, and will re-open at 8:30am on Tuesday September 2.
Everyone at CA Financial Services Inc. wishes you a relaxing and enjoyable long weekend. Happy Labour Day!
Our office is closed today, and will re-open at 8:30am on Tuesday September 2.
Our office is closed today, and will re-open at 8:30am on Tuesday September 2.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Get in touch to set up an RESP for your child. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Get in touch to set up an RESP for your child. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out! Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out! Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out! Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out! Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
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With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Let’s connect to discuss your strategy. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Let’s connect to discuss your strategy. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection. Contact us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Watch video
Happy Birthday, Katie! We wish you wonderful birthday weekend and a year full of success and happiness!
Happy Birthday, Katie! We wish you wonderful birthday weekend and a year full of success and happiness!
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Watch video
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.