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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.
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Big Banks, Big Gains: How Inflation Can Actually Benefit Investors
Canada's big banks are known for many things, but benefiting from inflation isn’t one of them. Here's what a big bank can offer investors.
Rental property or portfolio cash flow?
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.bmogam.com/ca-en/insights/rental-property-or-portfolio-cash-flow/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.bmogam.com/ca-en/insights/rental-property-or-portfolio-cash-flow/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Mutual fund distributions versus segregated fund allocations – what’s the difference?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.canadalife.com/investing-saving/mutual-funds/mutual-fund-distributions-vs-segregated-fund-allocations.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.canadalife.com/investing-saving/mutual-funds/mutual-fund-distributions-vs-segregated-fund-allocations.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
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/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Do you know what happens to your accounts when you die?
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The RESP – Who really owns it?
Empower yourself with easy-to-understand resources and learn more about the financial industry.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The Government of Canada is releasing this year’s federal budget on November 4. In the days after the announcement, watch here for a summary of the highlights and what the budget means for your financial goals. More to come!
The Government of Canada is releasing this year’s federal budget on November 4. In the days after the announcement, watch here for a summary of the highlights and what the budget means for your financial goals. More to come!
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.
FREE WEBINAR 🚨
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
Is buying a home in Canada even worth it or should you just rent? | Urbanized
To rent or to buy a home in Canada? If you’re a millennial living in this country, that may be the big question in your life right now. With the Bank of Canada recently cutting its key interest rate for the third time, and housing prices in some major cities forecasted to decrease sharply by the end of the year, you may be weighing your options. Despite the softening housing market, the cost-of-living crisis persists. So, is it really worth buying a home in Canada, or are there benefits to being a renter? Daily Hive spoke with Thuy Lam, a certified financial planner and money coach based in Toronto. She offers advice-only financial planning, which means that she can remain completely objective because she’s not selling any financial products.
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
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
Want to boost your savings without feeling deprived?
Discover smart ways to trim non-essential spending and keep more money in your pocket! Find practical tips to help you:
✂️ Identify unnecessary expenses
🎯 Set realistic spending goals
💰 Redirect funds to what truly matters to you
Ready to take control of your finances? Learn how to save smarter: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-cut-back-on-non-essential-spending/
#FinancialWellness #SmartSaving #SunLifeTips
Discover smart ways to trim non-essential spending and keep more money in your pocket! Find practical tips to help you:
✂️ Identify unnecessary expenses
🎯 Set realistic spending goals
💰 Redirect funds to what truly matters to you
Ready to take control of your finances? Learn how to save smarter: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-cut-back-on-non-essential-spending/
#FinancialWellness #SmartSaving #SunLifeTips
Want to boost your savings without feeling deprived?
Discover smart ways to trim non-essential spending and keep more money in your pocket! Find practical tips to help you:
✂️ Identify unnecessary expenses
🎯 Set realistic spending goals
💰 Redirect funds to what truly matters to you
Ready to take control of your finances? Learn how to save smarter: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-cut-back-on-non-essential-spending/
#FinancialWellness #SmartSaving #SunLifeTips
Discover smart ways to trim non-essential spending and keep more money in your pocket! Find practical tips to help you:
✂️ Identify unnecessary expenses
🎯 Set realistic spending goals
💰 Redirect funds to what truly matters to you
Ready to take control of your finances? Learn how to save smarter: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-cut-back-on-non-essential-spending/
#FinancialWellness #SmartSaving #SunLifeTips
Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
• Phone scams
• Identity theft
• Investment scams
What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
How important is timing entry into the market when investing your money?
Need content to better understand the financial landscape? I have valuable resources for you.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Recession? Market correction? Bear market? What to expect.
Check out this new resource I found!
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Have questions?
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