Stay informed

What’s equal isn’t always fair… What’s fair isn’t always equal, and… What’s equal isn’t always equitable.
If you're passing the family farm or business to one child, how do you ensure the others still receive a meaningful inheritance without forcing a land sale, taking on debt, or creating family conflict?
The answer is life insurance.
It’s one of the most powerful (and overlooked) estate planning tools out there. Not only is it the most equitable way to transfer wealth and preserve your legacy, it’s also a great way of ensuring all your kids feel seen, valued, and provided for.
Our most successful clients (especially farm and business families) are already doing this. The best part is? It’s working!
Let’s make sure your estate plan does what you actually want it to do. Head to the link in my bio to book a meeting.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
The four Trump policies most likely to impact economic growth

The four Trump policies most likely to impact economic growth

Canada / USA relations are the number one question / concern for most of our clients right now. There was just a 30 day pause announced for tariffs for Canada and Mexico and I imagine there will be far more back and forth before things are settled.
Markets are reacting, however it is important to keep your eye on your long term goals rather than daily fluctuations.

~~~~~~~~~~
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 planning on using your inheritance for your retirement plan?

Inheritance - what are your plans with it?
Seven taxes on investments you need to know about

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.
Do you need life insurance if you’re wealthy?

Do you need life insurance if you’re wealthy?

Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
How to make your money last for generations

How to make your money last for generations

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Retirement planning for business owners

Retirement planning for business owners

You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...
What do you do when the stock market is down?

What do you do when the stock market is down?

Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
Worried about volatile markets? Here are 4 questions to ask your financial advisor

Worried about volatile markets? Here are 4 questions to ask your financial advisor

Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
How To Make Your Money Last For Generations

How To Make Your Money Last For Generations

https://sunlife.co/make-your-money-last-for-generations
Self-employed? Here’s how to manage your taxes

Self-employed? Here’s how to manage your taxes

A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.
Who are individual pension plans for and how do they work?

Who are individual pension plans for and how do they work?

Are you a business owner or executive looking for ways to save for retirement? The answers to 5 questions can help you decide if an individual pension plan is...
Estate planning and charitable giving

Estate planning and charitable giving

Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.
Managing debt: What an advisor can do for you

Managing debt: What an advisor can do for you

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.