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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.
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
I will be at the 2025 Saskatoon Wellness Expo this weekend (Nov 1 & 2) at Prairieland Park. I'll be featuring how affordable life insurance is within reach for those living with diabetes and how having an advisor on your financial team can help you and your family achieve financial freedom.
Tickets are $10 at the door or online, but as a gift, I am offering you a pair of complimentary VIP passes to come as a guest. See me in booth 707 for your chance to play a game and win a prize!
🎟️ Click the code line below to claim your complimentary passes tickets: (or copy paste to browser if no link)
https://www.universe.com/events/2025-saskatoon-wellness-expo-tickets-0THR42?unii-trigger-open=0THR42&unii-discount-code=SW25707
See you there!
Tickets are $10 at the door or online, but as a gift, I am offering you a pair of complimentary VIP passes to come as a guest. See me in booth 707 for your chance to play a game and win a prize!
🎟️ Click the code line below to claim your complimentary passes tickets: (or copy paste to browser if no link)
https://www.universe.com/events/2025-saskatoon-wellness-expo-tickets-0THR42?unii-trigger-open=0THR42&unii-discount-code=SW25707
See you there!
I will be at the 2025 Saskatoon Wellness Expo this weekend (Nov 1 & 2) at Prairieland Park. I'll be featuring how affordable life insurance is within reach for those living with diabetes and how having an advisor on your financial team can help you and your family achieve financial freedom.
Tickets are $10 at the door or online, but as a gift, I am offering you a pair of complimentary VIP passes to come as a guest. See me in booth 707 for your chance to play a game and win a prize!
🎟️ Click the code line below to claim your complimentary passes tickets: (or copy paste to browser if no link)
https://www.universe.com/events/2025-saskatoon-wellness-expo-tickets-0THR42?unii-trigger-open=0THR42&unii-discount-code=SW25707
See you there!
Tickets are $10 at the door or online, but as a gift, I am offering you a pair of complimentary VIP passes to come as a guest. See me in booth 707 for your chance to play a game and win a prize!
🎟️ Click the code line below to claim your complimentary passes tickets: (or copy paste to browser if no link)
https://www.universe.com/events/2025-saskatoon-wellness-expo-tickets-0THR42?unii-trigger-open=0THR42&unii-discount-code=SW25707
See you there!
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Your financial future deserves a tailored approach that adapts as your life changes. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap gives you the peace of mind knowing that you have a gameplan for your finances. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
Caleb Grandfield, Advisor
306-812-8370
caleb.grandfield@sunlife.com
https://advisor.sunlife.ca/caleb.grandfield/
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
Caleb Grandfield, Advisor
306-812-8370
caleb.grandfield@sunlife.com
https://advisor.sunlife.ca/caleb.grandfield/
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach that adapts as your life changes. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap gives you the peace of mind knowing that you have a gameplan for your finances. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
Caleb Grandfield, Advisor
306-812-8370
caleb.grandfield@sunlife.com
https://advisor.sunlife.ca/caleb.grandfield/
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
Caleb Grandfield, Advisor
306-812-8370
caleb.grandfield@sunlife.com
https://advisor.sunlife.ca/caleb.grandfield/
#SunLifeOnePlan #FinancialSecurity
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
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.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
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.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
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.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
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.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
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.
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.
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.
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.
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.
Learn more in this article.
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.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
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.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
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.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
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.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
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.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Let's get in touch to set up an RESP for your child.
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Let's get in touch to set up an RESP for your child.
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Let's get in touch to set up an RESP for your child.
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Let's get in touch to set up an RESP for your child.
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
Simply Put: What is an RRSP?
Unlock the power of RRSPs!
Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.
Need help with your RRSP? Contact me!
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
#RetirementPlanning #RRSP
Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.
Need help with your RRSP? Contact me!
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
#RetirementPlanning #RRSP
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Let's get in touch to get started.
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Let's get in touch to get started.
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Watch video
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.