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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.
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.
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.
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.