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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.

Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/chris.salmans

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Managing estate planning and tax implications in cottage ownership: Insights from Jacqueline Power - September 24, 2025

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

https://www.fidelity.ca/en/insights/articles/insights-from-jacqueline-power-sept24/

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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During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses

Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/chris.salmans

🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.

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There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊

Don't miss out on your chance to win $5,000 in Sun Life’s Diabetes Protect to Win Contest! Apply for life or critical illness insurance to enter. Contact me today to protect your loved ones and enter to win!

*Certain terms and conditions apply.

As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.

Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️

A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.

Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.

Feeling Fatigued? How to Avoid the Dreaded Winter Slump, Now the Clocks Have Gone Back

Short days and dark evenings leave you drained? Avoid a winter slump with these expert tips on maintaining movement, hydration, and nutrition all winter.

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Five lifestyle changes that might help you live longer and slow down aging

Society's interests in health, fitness, and longevity continues to grow 📈

This fascination has fueled a powerful industry built on new research, lifestyle strategies, and products claiming to slow aging and extend lifespan.

The question remains: which of these approaches are truly effective?
#HealthInsights #LongevityScience #WellnessIndustry

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Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

#SnowbirdLife #Retirement #SunLifeCanada

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.

Have questions?

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