Stay informed

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.

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.
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.
Bank of Canada holds key rate steady amid trade war, economic uncertainty

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.
Read article
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.
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.
Read article
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.
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.
Read article
🏆 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.
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.

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
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.