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How important is timing entry into the market when investing your money?

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.
Recession? Market correction? Bear market? What to expect.

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.
Private savings are key to improving Canada’s retirement income system | Investment Executive

Private savings are key to improving Canada’s retirement income system | Investment Executive

In my last column I talked about the need to provide more flexibility for seniors by updating Canada’s registered retirement income fund (RRIF) policies. I’m pleased to say that our organization, the Securities and Investment Management Association (SIMA), has taken a big step forward with this initiative by launching a comprehensive retirement-savings action plan.
Financial planning to help raise a child with a disability - It's Your Money

Financial planning to help raise a child with a disability - It's Your Money

Raising a child with a disability comes with deep rewards—but also unique financial challenges. In Canada, while some support systems exist, the long-term financial needs of children with disabilities can be significant,
Investing in Your Child's Future

Investing in Your Child's Future

Life insurance can play a crucial role in securing your family's financial future.

Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. and Senior Vice-President, Retail Advice & Solutions, shares her insights on this important topic.
https://www.linkedin.com/pulse/investing-your-childs-future-leader-voice-rowena-chan-tffgc/?trackingId=vZc%2FaofzRIu148CIyccmFg%3D%3D

Discover how life insurance fits into your financial roadmap. Have questions? Reach out to discuss your unique needs.
How do I get the right personal health insurance?

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.
Top Six Client Questions

Top Six Client Questions

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, 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.
Crystal Balls and Spreadsheets

Crystal Balls and Spreadsheets

Boost your knowledge with this helpful article.

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.
Don’t assume your child will be your caregiver as you age, expert warns

Don’t assume your child will be your caregiver as you age, expert warns

As more Canadians approach retirement age, an expert says it’s important for people to have realistic conversations about where they will live and who will take care of them in their old age, as those decisions are more complicated than they may appear.
Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. [I/we] can help you plan for whatever life brings. Email or call to set up your next appointment today.

#LifeInsuranceAwarenessMonth
5 Steps You Must Take Right Now to Secure Retirement in 20 Years

5 Steps You Must Take Right Now to Secure Retirement in 20 Years

If you're a couple of decades from retirement, you can pay down debt while saving aggressively for the future.
Taking slow and steady route into financial planning is best approach

Taking slow and steady route into financial planning is best approach

Taking time before first setting client meetings is the best route into financial planning, according to one adviser.
College Or Retirement? Smarter Trade-Offs For High-Income Families

College Or Retirement? Smarter Trade-Offs For High-Income Families

You can get a loan for law school. You can’t get one to walk away from your business at 55. That’s why college planning has to serve your future—not just your child’s.

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