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Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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.

Myth busting, investment style.

Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.

But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.

Follow along to find out how these funds could benefit your investment portfolio!

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask us about a coordinated approach for your retirement using Sun Life One Plan.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

#SunLifeOnePlan #TFSA #RRSP

Be prepared for whatever your next chapter brings. We can work together to help you reach your financial goals.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

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As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

#CanadianBusiness #TaxPlanning #IncomeTaxes

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors to ask about Sun Life One Plan.
https://advisor.sunlife.ca/cafinancial/

#SunLifeOnePlan

A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/

We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch with us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

Life is unpredictable. What if you got an unexpected diagnosis? We're here to help! Learn how critical illness insurance could help protect your finances.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

#SunLifeOnePlan

Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

#RetirementStrategy #Retirement #SunLife

Beatrice put this video together showing us having fun last week during an off-site meeting with colleagues, updating our head shots, and ending the day with bowling...or trying to bowl.

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From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

Check out this video to learn more about Tax Free Savings Accounts (TFSAs).

To schedule an appointment to talk with one of our advisors about TFSAs, contact us today at CA.Financial@sunlife.com or 226.401.4805.
https://advisor.sunlife.ca/cafinancial/

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Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. To talk about this more, contact us today at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors.
https://advisor.sunlife.ca/cafinancial/

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect

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.