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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
Simply Put: What is a TFSA?
Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact me for help!
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
#TFSA #FinancialGoals
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact me for help!
Caleb Grandfield, Advisor
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
#TFSA #FinancialGoals
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Caleb Grandfield
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Caleb Grandfield
https://advisor.sunlife.ca/caleb.grandfield/
caleb.grandfield@sunlife.com
(306) 812-8370
Watch video
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Watch video
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Caleb Grandfield
caleb.grandfield@sunlife.com
(306) 812-8370
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Caleb Grandfield
caleb.grandfield@sunlife.com
(306) 812-8370
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Caleb Grandfield
caleb.grandfield@sunlife.com
(306) 812-8370
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Caleb Grandfield
caleb.grandfield@sunlife.com
(306) 812-8370
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
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.