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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.
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/centurygroup/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/centurygroup/
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/centurygroup/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/centurygroup/
Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://advisor.sunlife.ca/centurygroup/
Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://advisor.sunlife.ca/centurygroup/
As wealth grows, financial priorities often become more complex.
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
As wealth grows, financial priorities often become more complex.
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.
Let’s connect to guide you toward a retirement strategy that fits your needs. https://advisor.sunlife.ca/centurygroup/
Let’s connect to guide you toward a retirement strategy that fits your needs. https://advisor.sunlife.ca/centurygroup/
Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.
Let’s connect to guide you toward a retirement strategy that fits your needs. https://advisor.sunlife.ca/centurygroup/
Let’s connect to guide you toward a retirement strategy that fits your needs. https://advisor.sunlife.ca/centurygroup/
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/centurygroup/
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/centurygroup/
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/centurygroup/
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/centurygroup/
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/centurygroup/
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/centurygroup/
Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap. https://advisor.sunlife.ca/centurygroup/
Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap. https://advisor.sunlife.ca/centurygroup/
How to manage the cost of cancer
Cancer doesn't only impact your health; it can seriously affect your finances too. Because even with government healthcare, cancer can come with unexpected costs that add up fast. This article helps outline how you can manage the cost of cancer, should you find yourself in this situation.
https://bit.ly/4okzml9
https://bit.ly/4okzml9
“Thank you, for taking the time to explain everything regarding my retirement process! My husband and I left feeling good about the overwhelming choices and decisions ahead. You explained everything in a way that made us feel confident about our decision. Your knowledge and patience are very much appreciated! - F.M., Client”
Being able to support Clients with their retirement plans is an honour. We’re grateful to be part of your journey, and we look forward to continuing to be there throughout the next chapter. #testimonials #financialplanning
Being able to support Clients with their retirement plans is an honour. We’re grateful to be part of your journey, and we look forward to continuing to be there throughout the next chapter. #testimonials #financialplanning
“Thank you, for taking the time to explain everything regarding my retirement process! My husband and I left feeling good about the overwhelming choices and decisions ahead. You explained everything in a way that made us feel confident about our decision. Your knowledge and patience are very much appreciated! - F.M., Client”
Being able to support Clients with their retirement plans is an honour. We’re grateful to be part of your journey, and we look forward to continuing to be there throughout the next chapter. #testimonials #financialplanning
Being able to support Clients with their retirement plans is an honour. We’re grateful to be part of your journey, and we look forward to continuing to be there throughout the next chapter. #testimonials #financialplanning
With a background as a chartered banker, working in corporate and investment banking for over seven years, combined with an accounting degree and post graduate qualifications in financial and wealth management, Adanna makes the perfect addition to our team.
Adanna holds her mutual fund license and will assist Clients with their investment needs, primarily supporting Shane McFadden.
Welcome to the team, Adanna!
Adanna holds her mutual fund license and will assist Clients with their investment needs, primarily supporting Shane McFadden.
Welcome to the team, Adanna!
With a background as a chartered banker, working in corporate and investment banking for over seven years, combined with an accounting degree and post graduate qualifications in financial and wealth management, Adanna makes the perfect addition to our team.
Adanna holds her mutual fund license and will assist Clients with their investment needs, primarily supporting Shane McFadden.
Welcome to the team, Adanna!
Adanna holds her mutual fund license and will assist Clients with their investment needs, primarily supporting Shane McFadden.
Welcome to the team, Adanna!
Please join us in welcoming our newest associate advisor, Jordan MacLeod.
Jordan recently joined our team and brings over 15 years of industry experience with him. From working in retail banking, with a focus on wealth and lending needs, to his experience as an investment and wealth specialist, Jordan is no stranger to working with Clients.
As a father and husband, Jordan’s ability to understand the needs of families at the beginning of their financial journey is an asset. We are thrilled to have him join us, as we continue to grow our team.
Jordan recently joined our team and brings over 15 years of industry experience with him. From working in retail banking, with a focus on wealth and lending needs, to his experience as an investment and wealth specialist, Jordan is no stranger to working with Clients.
As a father and husband, Jordan’s ability to understand the needs of families at the beginning of their financial journey is an asset. We are thrilled to have him join us, as we continue to grow our team.
Please join us in welcoming our newest associate advisor, Jordan MacLeod.
Jordan recently joined our team and brings over 15 years of industry experience with him. From working in retail banking, with a focus on wealth and lending needs, to his experience as an investment and wealth specialist, Jordan is no stranger to working with Clients.
As a father and husband, Jordan’s ability to understand the needs of families at the beginning of their financial journey is an asset. We are thrilled to have him join us, as we continue to grow our team.
Jordan recently joined our team and brings over 15 years of industry experience with him. From working in retail banking, with a focus on wealth and lending needs, to his experience as an investment and wealth specialist, Jordan is no stranger to working with Clients.
As a father and husband, Jordan’s ability to understand the needs of families at the beginning of their financial journey is an asset. We are thrilled to have him join us, as we continue to grow our team.
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/centurygroup/
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/centurygroup/
We’re excited to announce the newest members of our leadership team at Century Group.
Join us as we celebrate our three new vice-presidents:
• William (Bill) Cutten, Financial Planner, Sun Life
• Madison McFadden, Associate Advisor Sun Life
• Greg Oue, Financial Planner, Sun Life
These additions support the growth of our firm, as we continue to serve the needs of Clients and their families, and provide you with a strong, stable, and consistent company to partner with for your financial journey.
Congratulations Greg, Bill and Madison!
Join us as we celebrate our three new vice-presidents:
• William (Bill) Cutten, Financial Planner, Sun Life
• Madison McFadden, Associate Advisor Sun Life
• Greg Oue, Financial Planner, Sun Life
These additions support the growth of our firm, as we continue to serve the needs of Clients and their families, and provide you with a strong, stable, and consistent company to partner with for your financial journey.
Congratulations Greg, Bill and Madison!
We’re excited to announce the newest members of our leadership team at Century Group.
Join us as we celebrate our three new vice-presidents:
• William (Bill) Cutten, Financial Planner, Sun Life
• Madison McFadden, Associate Advisor Sun Life
• Greg Oue, Financial Planner, Sun Life
These additions support the growth of our firm, as we continue to serve the needs of Clients and their families, and provide you with a strong, stable, and consistent company to partner with for your financial journey.
Congratulations Greg, Bill and Madison!
Join us as we celebrate our three new vice-presidents:
• William (Bill) Cutten, Financial Planner, Sun Life
• Madison McFadden, Associate Advisor Sun Life
• Greg Oue, Financial Planner, Sun Life
These additions support the growth of our firm, as we continue to serve the needs of Clients and their families, and provide you with a strong, stable, and consistent company to partner with for your financial journey.
Congratulations Greg, Bill and Madison!
As Matt Wilhelm embarks on retirement, our Century Group team would like to express our deepest gratitude for his years of service, leadership and contribution to our organization.
Over the past 34 years as an advisor, Matt has built a practice focused on establishing trust and long-standing relationships with Clients. Under Matt’s guiding principles, Century Group formed in 2008. As we move forward, our team will continue to be here to support Clients with the same level of commitment, transparency and responsiveness. Matt’s vision and lasting impact with Clients, our partners and our team, will be the driving force of our company for years to come.
Please join us in congratulating Matt on his impactful and inspiring career, and his service to our community and company. Wishing him all the best in this next chapter.
Over the past 34 years as an advisor, Matt has built a practice focused on establishing trust and long-standing relationships with Clients. Under Matt’s guiding principles, Century Group formed in 2008. As we move forward, our team will continue to be here to support Clients with the same level of commitment, transparency and responsiveness. Matt’s vision and lasting impact with Clients, our partners and our team, will be the driving force of our company for years to come.
Please join us in congratulating Matt on his impactful and inspiring career, and his service to our community and company. Wishing him all the best in this next chapter.
As Matt Wilhelm embarks on retirement, our Century Group team would like to express our deepest gratitude for his years of service, leadership and contribution to our organization.
Over the past 34 years as an advisor, Matt has built a practice focused on establishing trust and long-standing relationships with Clients. Under Matt’s guiding principles, Century Group formed in 2008. As we move forward, our team will continue to be here to support Clients with the same level of commitment, transparency and responsiveness. Matt’s vision and lasting impact with Clients, our partners and our team, will be the driving force of our company for years to come.
Please join us in congratulating Matt on his impactful and inspiring career, and his service to our community and company. Wishing him all the best in this next chapter.
Over the past 34 years as an advisor, Matt has built a practice focused on establishing trust and long-standing relationships with Clients. Under Matt’s guiding principles, Century Group formed in 2008. As we move forward, our team will continue to be here to support Clients with the same level of commitment, transparency and responsiveness. Matt’s vision and lasting impact with Clients, our partners and our team, will be the driving force of our company for years to come.
Please join us in congratulating Matt on his impactful and inspiring career, and his service to our community and company. Wishing him all the best in this next chapter.
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
This week, at our annual Century Group holiday lunch, one of our outstanding team members, Tawnya Swartzentruber, received the Chris Moore ‘YOU ROCK’ award. This award was established three years ago to honour our late partner, Chris Moore. The award represents someone with exceptional customer service and dedication to being a team member—characteristics that exemplify the spirit of this award. Congratulations, Tawnya, for being selected as the 2025 recipient, as selected by your fellow team members.
This week, at our annual Century Group holiday lunch, one of our outstanding team members, Tawnya Swartzentruber, received the Chris Moore ‘YOU ROCK’ award. This award was established three years ago to honour our late partner, Chris Moore. The award represents someone with exceptional customer service and dedication to being a team member—characteristics that exemplify the spirit of this award. Congratulations, Tawnya, for being selected as the 2025 recipient, as selected by your fellow team members.
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
How to make retirement savings last
“How do I create a stable, tax-efficient income after I retire? How do I create enough income to last my whole lifetime?”
This article looks at 3 ways to help make your retirement savings last and factors to consider.
https://www.rbcgam.com/en/ca/learn-plan/retirement-resources/three-ways-to-create-income-for-your-retirement/detail
This article looks at 3 ways to help make your retirement savings last and factors to consider.
https://www.rbcgam.com/en/ca/learn-plan/retirement-resources/three-ways-to-create-income-for-your-retirement/detail
Turning 71 this year? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Turning 71 this year? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
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.