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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.

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/

Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Contact us today at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors to find out more.
https://advisor.sunlife.ca/cafinancial/

Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Schedule an appointment with one of our advisors by contacting us at 226.401.4805 or CA.Financial@sunlife.com.
https://advisor.sunlife.ca/cafinancial/

Check out this video of Corey and Nicole talking about RRSPs and the upcoming contribution deadline.

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Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.

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

Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.

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

Family is everything! When you meet with us, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.

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

Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch with us today by contacting us at 226.401.4805 or CA.Financial@sunlife.com to schedule an appointment with one of our advisors. https://advisor.sunlife.ca/cafinancial/

Time flies when you are having fun! It feels like it was just yesterday that you joined our team. Here’s to celebrating four years of you being part of our team and we look forward to many more years of success together!

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

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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.