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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.

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
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.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Please call us at 226.401.4805 to schedule a meeting with one of our advisors.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Please call us at 226.401.4805 to schedule a meeting with one of our advisors to make sure you’re covered.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.

Please call us at 226.401.4805 to schedule a meeting with one of our advisors.

#WealthProtection

*Certain terms and conditions may apply. Contact me for more information.
CA Financial Services Inc. wishes you and yours a very happy and safe Family Day Weekend. We hope you have a chance to spend time with your Family and friends this weekend.
The CA Financial Services Inc. Team would like to take a moment to send appreciation and thanks to all our amazing clients this Valentine's Day. Thank you for putting your trust in us and being a part of our story.
Please join us in wishing Kelly a very Happy 3-year Work Anniversary today! They say that time flies when you are having fun, so clearly we are having a blast because it feel like that was just yesterday! We look forward to many more years together.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how we can help you build the wealth that supports your dreams. Please call us at 226.401.4805 to schedule a meeting with one of our advisors.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.

Let's chat about tailoring your coverage for your winter plans. Please call us at 226.401.4805 to schedule a meeting with one of our advisors.

We wish you safe and sunny travels!
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. We're here to help you make the most of your business finances. Please call us at 226.401.4805 to schedule a meeting with one of our advisors.
#TaxStrategy #BusinessOwners #FinancialAdvice
How can you get ahead of a potential disability?

1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals

Reach out and let’s create a plan that you feel confident about. Please call us at 226.401.4805 to schedule a meeting with one of our advisors.
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together. Please call us at 226.401.4805 to schedule a meeting with one of our advisors.

#WealthProtection #FinancialRoadmap
It is hard to believe that today marks my 1-year anniversary as COO of CA Financial Services Inc. To say the last year has flown by is an understatement! We have gone through many changes over the past year and I am excited to be part of such an amazing team. Here's to many more years of growth and fun together.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Please call us at 226.401.4805 to schedule a meeting with one of our advisors to discuss more how your TFSA can work for you.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/cafinancial/
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!

* Certain terms and conditions may apply. Contact me for more information.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. You deserve the peace of mind that comes with protecting what matters most. Book some time with us to discuss this more.
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.

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Sunlife
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.