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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.
Check out this article that breaks down the 6 reasons you need a TFSA when you’re retired. In this simple 2-minute read, you’ll see how you can benefit.
https://www.sunlife.ca/en/investments/tfsa/reasons-you-need-tfsa-when-you-retire/
https://www.sunlife.ca/en/investments/tfsa/reasons-you-need-tfsa-when-you-retire/
How Donald Trump's tariff war could hit Canadians' wallets
How Donald Trump's tariff war could hit Canadians' wallets
Our team is excited to share that as of January 1, 2025, Shane McFadden leads our practice as President, Century Group Financial Solutions.
Shane has been an advisor since 2004 and built his practice around upholding customer service excellence. In addition, Shane oversees our legal responsibilities and leads our investment research team. With this change, you will continue to receive the same customer service, trust and respect you expect from our team.
Please join us in congratulating Shane as we celebrate this new chapter.
Shane has been an advisor since 2004 and built his practice around upholding customer service excellence. In addition, Shane oversees our legal responsibilities and leads our investment research team. With this change, you will continue to receive the same customer service, trust and respect you expect from our team.
Please join us in congratulating Shane as we celebrate this new chapter.
Our team is excited to share that as of January 1, 2025, Shane McFadden leads our practice as President, Century Group Financial Solutions.
Shane has been an advisor since 2004 and built his practice around upholding customer service excellence. In addition, Shane oversees our legal responsibilities and leads our investment research team. With this change, you will continue to receive the same customer service, trust and respect you expect from our team.
Please join us in congratulating Shane as we celebrate this new chapter.
Shane has been an advisor since 2004 and built his practice around upholding customer service excellence. In addition, Shane oversees our legal responsibilities and leads our investment research team. With this change, you will continue to receive the same customer service, trust and respect you expect from our team.
Please join us in congratulating Shane as we celebrate this new chapter.
How much do Canadians need to save per year for retirement?
Dive into expert insights on building and preserving wealth in today’s economic landscape.
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.
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
BoC delivers half percentage point rate cut, says it now must keep inflation at 2%
Bank of Canada delivers half percentage point rate cut, says it now must keep inflation at 2%
Inflation for September eases to 1.6%, below the Bank of Canada's target rate
Inflation for September eases to 1.6%, below the Bank of Canada's target rate
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
FP Answers: Which assets require probate and is there any way to reduce these costs?
Probate taxes apply based on where your real estate is located and where you reside at the time of death. It isn’t always mandatory and varies in each jurisdiction. Reducing provincial probate taxes paid by your estate is tax planning.
Can I afford to help my child buy a home?
Helping your children purchase their first home may not be a thing of the past. In 2022, "70% of parents said they provided some form of financial assistance to their kids for their down payment."
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.
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
Provincial and territorial securities regulators are raising alarm bells over a spike in reports of financial abuse against Canadian seniors. What is most shocking is that it is often happening within families. When speaking with your advisor at your next review meeting, you can indicate a trusted contact, or contact our office to ensure you have appointed someone.
RRIF: Registered Retirement Income Fund
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
On Sunday, March 19th, we were proud to remember our partner and dear friend Chris Moore. Chris had many passions, among them his love for the Rangers and his commitment to supporting the incredible work done by the Humane Society. To honour Chris, we are happy to have made a $10,000 donation to support their work.
#CenturyGroupGivesBack #Kitchener #Waterloo #HumaneSociety
#CenturyGroupGivesBack #Kitchener #Waterloo #HumaneSociety
On Sunday, March 19th, we were proud to remember our partner and dear friend Chris Moore. Chris had many passions, among them his love for the Rangers and his commitment to supporting the incredible work done by the Humane Society. To honour Chris, we are happy to have made a $10,000 donation to support their work.
#CenturyGroupGivesBack #Kitchener #Waterloo #HumaneSociety
#CenturyGroupGivesBack #Kitchener #Waterloo #HumaneSociety
It is with extreme sadness and heavy hearts that we share the news that Chris Moore passed away suddenly on Monday, November 14.
The impact Chris had on his Century Group family is immeasurable. He was so much more than a partner and an advisor. He was a friend, a mentor and protector. He always treated everyone with respect, integrity, empathy and above all, with kindness. He was the type of person that had your back and wanted to make sure you were cared for and were happy. Chris was a pillar of strength and calm when the world didn’t feel that way. Chris had a great sense of humour and always found ways to share many memorable laughs together. Even though his loss has created an empty space in our business and lives, we are honoured and blessed to have had all the precious moments we shared. We are all better people for what he has taught us and for the memories and legacy he has left behind. Chis will be missed more than words can ever express.
The impact Chris had on his Century Group family is immeasurable. He was so much more than a partner and an advisor. He was a friend, a mentor and protector. He always treated everyone with respect, integrity, empathy and above all, with kindness. He was the type of person that had your back and wanted to make sure you were cared for and were happy. Chris was a pillar of strength and calm when the world didn’t feel that way. Chris had a great sense of humour and always found ways to share many memorable laughs together. Even though his loss has created an empty space in our business and lives, we are honoured and blessed to have had all the precious moments we shared. We are all better people for what he has taught us and for the memories and legacy he has left behind. Chis will be missed more than words can ever express.
It is with extreme sadness and heavy hearts that we share the news that Chris Moore passed away suddenly on Monday, November 14.
The impact Chris had on his Century Group family is immeasurable. He was so much more than a partner and an advisor. He was a friend, a mentor and protector. He always treated everyone with respect, integrity, empathy and above all, with kindness. He was the type of person that had your back and wanted to make sure you were cared for and were happy. Chris was a pillar of strength and calm when the world didn’t feel that way. Chris had a great sense of humour and always found ways to share many memorable laughs together. Even though his loss has created an empty space in our business and lives, we are honoured and blessed to have had all the precious moments we shared. We are all better people for what he has taught us and for the memories and legacy he has left behind. Chis will be missed more than words can ever express.
The impact Chris had on his Century Group family is immeasurable. He was so much more than a partner and an advisor. He was a friend, a mentor and protector. He always treated everyone with respect, integrity, empathy and above all, with kindness. He was the type of person that had your back and wanted to make sure you were cared for and were happy. Chris was a pillar of strength and calm when the world didn’t feel that way. Chris had a great sense of humour and always found ways to share many memorable laughs together. Even though his loss has created an empty space in our business and lives, we are honoured and blessed to have had all the precious moments we shared. We are all better people for what he has taught us and for the memories and legacy he has left behind. Chis will be missed more than words can ever express.
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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.