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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.

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/carmenza.salazar/

#CanadianBusiness #TaxPlanning #IncomeTaxes
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/carmenza.salazar/

#SunLifeOnePlan
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/carmenza.salazar/
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Game on! I’ll be cheering on the Toronto Raptors playing at home today.🏀

Make the right call. Take a few minutes to check your coverage: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Life unfolds in unexpected ways, and we can help you be ready for whatever comes. From small dunks to varsity-level plays, every moment counts.

As the proud life insurance partner of the Toronto Raptors, we know the importance of a solid game plan, on and off the court.

Ready to plan for life? Learn more about our partnership and how we can help protect what matters most: https://www.sunlifehealthyyou.com/
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We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/carmenza.salazar/
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/carmenza.salazar/

#SunLifeOnePlan
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/carmenza.salazar/
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/carmenza.salazar/
For the people cheering you on every day, protect their future with the ultimate defence: life insurance.

This is a good time to check in and review your life insurance coverage.

🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
The RESP – Who really owns it?

The RESP – Who really owns it?

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.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.
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Planning through change: Building financial resilience for women's nonlinear lives

Monday, March 9, 12 p.m. ET

In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow

Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/carmenza.salazar
Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/carmenza.salazar

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