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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.

Most Canadians unaware that unused tax credits from prior years are still available: poll
Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits.
38% of Canadians believe they may have some unused credits.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

💰 Lock in lower rates and invest in your family's future! Convert your term policy to permanent life insurance for fixed premiums and lifelong coverage. Plus, enjoy a 3-month premium discount if you act before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.

Nothing can replace good health, but having the right insurance can help protect your finances if things take an unexpected turn. Reach out to me, and let's make sure you're covered! https://advisor.sunlife.ca/chris.salmans/ #HealthMatters #InsuranceProtection

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.

Exciting news! Our Lindsay Sun Life team has a new home! We've moved our local office from Kent Street to the second floor of the Canada Post building in Lindsay, and we are excited to welcome clients to this brand-new modern space!
Lindsay is an amazing community, and we love being part of it.
Come say hi or reach out if you want to chat about your financial goals!
A big thanks to the Kawartha Lakes Weekly for featuring our move.
https://lindsayadvocate.ca/kawartha-weekly/#flipbook-df_23393/11/
#NewLocation #SunLifeLindsay #HereToHelp
Lindsay is an amazing community, and we love being part of it.
Come say hi or reach out if you want to chat about your financial goals!
A big thanks to the Kawartha Lakes Weekly for featuring our move.
https://lindsayadvocate.ca/kawartha-weekly/#flipbook-df_23393/11/
#NewLocation #SunLifeLindsay #HereToHelp

Need a simple way to destress? Stop and notice nature, experts say | CBC Radio
Need a simple way to destress? Stop and notice nature, experts say

💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.

Happy Family Day! Your loved ones are your biggest treasure. While you're making memories today, take a minute to think about their future. Have you updated your will or reviewed your life insurance? Giving your family peace of mind is a priceless gift. Enjoy your day, and let's chat soon about protecting their tomorrow! #PeaceOfMind #FamilyDay

This Valentine's Day, give your relationship the gift of financial peace. Let's chat about joint savings goals, retirement planning, and building wealth together. After all, nothing says 'I love you' like a secure financial future! #ValentinesDay #LoveAndMoney

Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!

As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice

Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap

Ending the day on a high note with this incredible evening view from my new office. Simply breathtaking! New office, new vibes, and stunning evening views to match!

📅 Mark your calendars! The RRSP contribution deadline is March 3.
💡 Here are some tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
💡 Here are some tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning

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