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Critical illness and disability insurance aren’t just “nice-to-haves” — they’re KEY for a strong financial plan.
Because unfortunately, if you’re unable to work, your expenses won’t stop.
These coverages can provide financial support when you need it most, giving you time to focus on recovery, NOT your bank account.
Let’s make sure you’re protected. Reach out. I’m happy to explain how it all works and what options might be right for you!
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
Because unfortunately, if you’re unable to work, your expenses won’t stop.
These coverages can provide financial support when you need it most, giving you time to focus on recovery, NOT your bank account.
Let’s make sure you’re protected. Reach out. I’m happy to explain how it all works and what options might be right for you!
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
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From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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Chris and I (Chantelle) both own businesses, so trust me… I get what it’s like. The long hours, the problem-solving, the ‘this is amazing!’ moments, and the ‘why did I sign up for this?’ ones. We’ve all been there, am I right?
It’s why I’m so passionate about working with business owners. I know how much heart, hustle, and risk goes into building something of your own. I also know that smart financial planning can make ALL the difference in protecting what you’ve built.
Whether it’s corporate life insurance, estate planning, or tax-efficient strategies, I’m here to help you set up a plan that works just as hard as you do.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
It’s why I’m so passionate about working with business owners. I know how much heart, hustle, and risk goes into building something of your own. I also know that smart financial planning can make ALL the difference in protecting what you’ve built.
Whether it’s corporate life insurance, estate planning, or tax-efficient strategies, I’m here to help you set up a plan that works just as hard as you do.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
Chris and I (Chantelle) both own businesses, so trust me… I get what it’s like. The long hours, the problem-solving, the ‘this is amazing!’ moments, and the ‘why did I sign up for this?’ ones. We’ve all been there, am I right?
It’s why I’m so passionate about working with business owners. I know how much heart, hustle, and risk goes into building something of your own. I also know that smart financial planning can make ALL the difference in protecting what you’ve built.
Whether it’s corporate life insurance, estate planning, or tax-efficient strategies, I’m here to help you set up a plan that works just as hard as you do.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
It’s why I’m so passionate about working with business owners. I know how much heart, hustle, and risk goes into building something of your own. I also know that smart financial planning can make ALL the difference in protecting what you’ve built.
Whether it’s corporate life insurance, estate planning, or tax-efficient strategies, I’m here to help you set up a plan that works just as hard as you do.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
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
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
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As a military kid, moving around was just part of life. My family bounced from place to place, and when I, Amanda, landed in Alberta back in 2005, I figured I’d be here for a year or two. Fast forward 19 years, and here we are: two kids, a career I love, and no plans to leave. Funny how life works out.
Maybe that’s why I love working with families — because I know how unpredictable life can be. It’s also why I believe in making sure families have a solid financial foundation.
Term life insurance, mortgage protection, income replacement… it’s not the ‘fun’ side of finances, but it’s the part that makes sure your family is covered, no matter what happens.
On a more personal note though, anyone else grow up with a parent in the military?
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
Maybe that’s why I love working with families — because I know how unpredictable life can be. It’s also why I believe in making sure families have a solid financial foundation.
Term life insurance, mortgage protection, income replacement… it’s not the ‘fun’ side of finances, but it’s the part that makes sure your family is covered, no matter what happens.
On a more personal note though, anyone else grow up with a parent in the military?
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
As a military kid, moving around was just part of life. My family bounced from place to place, and when I, Amanda, landed in Alberta back in 2005, I figured I’d be here for a year or two. Fast forward 19 years, and here we are: two kids, a career I love, and no plans to leave. Funny how life works out.
Maybe that’s why I love working with families — because I know how unpredictable life can be. It’s also why I believe in making sure families have a solid financial foundation.
Term life insurance, mortgage protection, income replacement… it’s not the ‘fun’ side of finances, but it’s the part that makes sure your family is covered, no matter what happens.
On a more personal note though, anyone else grow up with a parent in the military?
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
Maybe that’s why I love working with families — because I know how unpredictable life can be. It’s also why I believe in making sure families have a solid financial foundation.
Term life insurance, mortgage protection, income replacement… it’s not the ‘fun’ side of finances, but it’s the part that makes sure your family is covered, no matter what happens.
On a more personal note though, anyone else grow up with a parent in the military?
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
POV: You hire a financial advisor who actually gets what it’s like to run a business — because she runs one too.
That means we’re not just crunching numbers over here, we’re making sure your money is working FOR you. Here’s how:
💰 We create a plan for the cash sitting in your business so it’s not just collecting dust — it’s fueling your growth.
🚨 We implement smart tax strategies so you’re keeping more of your hard-earned money (because let’s be real, no one likes to pay too much tax).
👥 We set up RRSP contribution plans for your employees because great perks = happy, loyal team members who stick around.
And that’s just the beginning. Let’s make your money work smarter — because you didn’t build your business just to hand your profits over in taxes. 😉
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
That means we’re not just crunching numbers over here, we’re making sure your money is working FOR you. Here’s how:
💰 We create a plan for the cash sitting in your business so it’s not just collecting dust — it’s fueling your growth.
🚨 We implement smart tax strategies so you’re keeping more of your hard-earned money (because let’s be real, no one likes to pay too much tax).
👥 We set up RRSP contribution plans for your employees because great perks = happy, loyal team members who stick around.
And that’s just the beginning. Let’s make your money work smarter — because you didn’t build your business just to hand your profits over in taxes. 😉
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
POV: You hire a financial advisor who actually gets what it’s like to run a business — because she runs one too.
That means we’re not just crunching numbers over here, we’re making sure your money is working FOR you. Here’s how:
💰 We create a plan for the cash sitting in your business so it’s not just collecting dust — it’s fueling your growth.
🚨 We implement smart tax strategies so you’re keeping more of your hard-earned money (because let’s be real, no one likes to pay too much tax).
👥 We set up RRSP contribution plans for your employees because great perks = happy, loyal team members who stick around.
And that’s just the beginning. Let’s make your money work smarter — because you didn’t build your business just to hand your profits over in taxes. 😉
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
That means we’re not just crunching numbers over here, we’re making sure your money is working FOR you. Here’s how:
💰 We create a plan for the cash sitting in your business so it’s not just collecting dust — it’s fueling your growth.
🚨 We implement smart tax strategies so you’re keeping more of your hard-earned money (because let’s be real, no one likes to pay too much tax).
👥 We set up RRSP contribution plans for your employees because great perks = happy, loyal team members who stick around.
And that’s just the beginning. Let’s make your money work smarter — because you didn’t build your business just to hand your profits over in taxes. 😉
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
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.
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.
Today, December 1, is Brent Johnson's official retirement date from a successful financial planning career of nearly 40 years.
From the moment we started working together, it was very clear that his integrity and dedication to helping others were always the priority.
It has been an honor to work along side you, Brent, for 8 years. Your experience and mentorship are irreplaceable, and I am deeply grateful for everything you’ve shared with me.
🥂 Here’s to your retirement—you’ve earned it a hundred times over. May it be filled with years of happiness, love, and adventure.
To Brent's clients, your trust and loyalty over the years have been the foundation of our success. I look forward to continuing the relationships you’ve built and working together for many years to come. Please know that your partnership is something we value deeply, and it’s an honor to carry forward the legacy you and Brent have built.
From the moment we started working together, it was very clear that his integrity and dedication to helping others were always the priority.
It has been an honor to work along side you, Brent, for 8 years. Your experience and mentorship are irreplaceable, and I am deeply grateful for everything you’ve shared with me.
🥂 Here’s to your retirement—you’ve earned it a hundred times over. May it be filled with years of happiness, love, and adventure.
To Brent's clients, your trust and loyalty over the years have been the foundation of our success. I look forward to continuing the relationships you’ve built and working together for many years to come. Please know that your partnership is something we value deeply, and it’s an honor to carry forward the legacy you and Brent have built.
Today, December 1, is Brent Johnson's official retirement date from a successful financial planning career of nearly 40 years.
From the moment we started working together, it was very clear that his integrity and dedication to helping others were always the priority.
It has been an honor to work along side you, Brent, for 8 years. Your experience and mentorship are irreplaceable, and I am deeply grateful for everything you’ve shared with me.
🥂 Here’s to your retirement—you’ve earned it a hundred times over. May it be filled with years of happiness, love, and adventure.
To Brent's clients, your trust and loyalty over the years have been the foundation of our success. I look forward to continuing the relationships you’ve built and working together for many years to come. Please know that your partnership is something we value deeply, and it’s an honor to carry forward the legacy you and Brent have built.
From the moment we started working together, it was very clear that his integrity and dedication to helping others were always the priority.
It has been an honor to work along side you, Brent, for 8 years. Your experience and mentorship are irreplaceable, and I am deeply grateful for everything you’ve shared with me.
🥂 Here’s to your retirement—you’ve earned it a hundred times over. May it be filled with years of happiness, love, and adventure.
To Brent's clients, your trust and loyalty over the years have been the foundation of our success. I look forward to continuing the relationships you’ve built and working together for many years to come. Please know that your partnership is something we value deeply, and it’s an honor to carry forward the legacy you and Brent have built.
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
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 have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
I would certainly appreciate you taking the time to leave a 5 star review!
Thank you in advance. https://g.page/r/CRvKqrwJULVkEAI/review
Thank you in advance. https://g.page/r/CRvKqrwJULVkEAI/review
I would certainly appreciate you taking the time to leave a 5 star review!
Thank you in advance. https://g.page/r/CRvKqrwJULVkEAI/review
Thank you in advance. https://g.page/r/CRvKqrwJULVkEAI/review
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
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?
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
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....
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
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
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.