Stay informed
We consistently provide updates on life and financial planning information. Visit this section of our website regularly to stay informed about relevant updates. If you have specific inquiries, please reach out to us. Additionally, you can access your account anytime by clicking 'my Sun Life' above.
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/carla.ayles
Parents, help secure your kids' future today. Lock in lower premiums and guaranteed coverage with Sun CII for children. Bonus: For a limited time, get 50% off their first year of premiums! Offer ends July 31. #ChildInsurance #PlanningAhead
Sun Life discounts term, perm, CI policies | Investment Executive
See what Investment Executive has to say about Sun Life’s Special Offers.
https://www.investmentexecutive.com/news/sun-life-discounts-term-perm-ci-policies/
Send me a message to know more!
Offers are available until July 31.
Terms and conditions apply.
https://www.investmentexecutive.com/news/sun-life-discounts-term-perm-ci-policies/
Send me a message to know more!
Offers are available until July 31.
Terms and conditions apply.
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Lock in lower rates ✓ Guarantee coverage ✓ Secure their future ✓
Help secure your little one's future today. Sun CII for kids locks in lower premiums and guarantees coverage as they grow. Plus, get 50% of their first year's premiums back! Offer ends July 31. #ParentingWin #ChildInsurance
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Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare for the unexpected and get peace of mind for less. Offer ends July 31. #InsuranceSavings #FamilyProtection
Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/carla.ayles
From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.
Message me to get started! https://advisor.sunlife.ca/carla.ayles
Message me to get started! https://advisor.sunlife.ca/carla.ayles
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Calgary.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/carla.ayles
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.
Message me for details. https://advisor.sunlife.ca/carla.ayles
Message me for details. https://advisor.sunlife.ca/carla.ayles
Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/carla.ayles
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
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.
https://advisor.sunlife.ca/carla.ayles
#CanadianBusiness #TaxPlanning #IncomeTaxes
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/carla.ayles
#CanadianBusiness #TaxPlanning #IncomeTaxes
Spring is here, and so is home buying season! 🏡
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/carla.ayles
#HomeBuyingSeason #DreamHome #RealEstateGoals
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/carla.ayles
#HomeBuyingSeason #DreamHome #RealEstateGoals
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. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/carla.ayles
#SunLifeOnePlan
#SunLifeOnePlan
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.