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Helping you feel confident in your future because you deserve to retire the way you want to.

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.

With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

#CyberSecurity #CyberMonday #SunLifeCanada

Holidays = joy, not stress! 🎄

💰 Budget wisely - plan your spending and stick to it.
🚶 Keep moving - short walks help with stress & extra treats.
🍫 Mindful eating - enjoy favorites, balance with healthy choices.
💵 Emergency fund - a little saved = peace of mind.
🛀 Self-care - take time for you.
📄 Review coverage - check your insurance before year-end

The best holiday memories? Not perfect decorations or gifts -- time with loved ones and taking care of yourself.

Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPlanning #FinancialWellness #SelfCare #BudgetTips #StressFreeHolidays

🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

#DiabetesAwareness #DiabetesAwarenessMonth

Take control of your retirement journey with Sun Life One Plan!

It only takes 5 minutes to:
- Create personalized retirement goals
- Estimate your retirement age
- Project your future income

Whether you're starting out or nearing retirement, Sun Life One Plan helps you visualize your financial future.

Start planning today!
#RetirementPlanning #FinancialGoals #SunLifeOnePlan

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

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today!

#SunLifeOnePlan #FinancialSecurity

Sun Life expands further into Canadian wealth management – Investment Executive

More great news at Sun Life - “Sun Life expands further into Canadian wealth management”

Currently, with its affiliates, Sun Life is the largest asset manager in Canada with over $1.5 trillion in assets under management across the globe.

https://www.investmentexecutive.com/brand-knowledge_/sun-life-expands-further-into-canadian-wealth-management/

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Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.

#BusinessPlanning #YearEndReview #2026Goals

This Financial Literacy Month, boost your financial IQ with these must-know terms for smart saving:

💰🚀 Compound Interest: Your money's best friend! Its interest earned on interest, helping your savings grow faster over time.

🧺📊 Diversification: Don't put all your eggs in one basket. Spread out your investments to manage risk.

🎯🔀 Asset Allocation: Finding the right mix of investments based on your goals and risk tolerance.

📈📉 Market Volatility: The ups and downs of the market. Remember, it's normal and often temporary!

😴📊 Risk Tolerance: How much market fluctuation can you handle without losing sleep?

Understanding these terms can help you make smarter financial decisions and build a stronger future. Want to learn more? Check out our full list of must-know financial terms here: https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

Ready to put your new knowledge to work? Reach out today to talk about how to navigate your financial journey with confidence.

#FinancialLiteracyMonth #MoneySmarts #InvestInYourself

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan

💪 You've worked hard to build your success-- now it's time to make your money work even harder for you and your loved ones! 💰

Discover how a smart financial roadmap can help you:
✅ Optimize your wealth with tax-efficient strategies
✅ Maximize your retirement benefits
✅ Take your investment plans to the next level

Ready to turn your goals into a tailored, actionable strategy? Let's connect and craft a plan designed just for YOU! 📈💡

#WealthManagement #FinancialRoadmap #SunLifeOnePlan

The RESP – Who really owns it?

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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.

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Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

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10 Snacks That Can Help Lower Your Cholesterol Naturally

Enjoying foods like berries, chia seeds, low-fat dairy, beans, avocados, and nuts as snacks may help lower your cholesterol.

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RRSP or TFSA? Company pension? Ways to save for retirement

Access helpful resources on financial knowledge developed by professionals in the industry.

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.

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Is buying a home in Canada even worth it or should you just rent? | Urbanized

To rent or to buy a home in Canada? If you’re a millennial living in this country, that may be the big question in your life right now. With the Bank of Canada recently cutting its key interest rate for the third time, and housing prices in some major cities forecasted to decrease sharply by the end of the year, you may be weighing your options. Despite the softening housing market, the cost-of-living crisis persists. So, is it really worth buying a home in Canada, or are there benefits to being a renter? Daily Hive spoke with Thuy Lam, a certified financial planner and money coach based in Toronto. She offers advice-only financial planning, which means that she can remain completely objective because she’s not selling any financial products.

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