Stay informed
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.
Why do so many of us struggle with saving, spending, or even opening our banking app? Our relationship with money is a lifelong journey--often shaped long before we open our first account.
Start the new year right by building healthier money habits that support long-term financial confidence and stability. 💸
Ready to take the next step? Let's talk.
👉https://advisor.sunlife.ca/chris.smela
#SavingsPlan #SunLifeSaskatoon
Start the new year right by building healthier money habits that support long-term financial confidence and stability. 💸
Ready to take the next step? Let's talk.
👉https://advisor.sunlife.ca/chris.smela
#SavingsPlan #SunLifeSaskatoon
It's never too early--or too late--to strengthen your retirement savings. Catch-up contributions and smart, tax-efficient strategies can help accelerate your retirement readiness and keep your long-term goals on track.
Learn how to make the most of your retirement plan.
👉https://advisor.sunlife.ca/chris.smela
#SunLifeSaskatoon #Investments #RRSP
Learn how to make the most of your retirement plan.
👉https://advisor.sunlife.ca/chris.smela
#SunLifeSaskatoon #Investments #RRSP
New year, new business goals. 2026 is a great time to review strategies that help protect and grow your company. From business protection insurance to succession planning, the right solutions can support long-term stability, tax efficiency, and future growth. 📶
Let's plan ahead with confidence.
👉https://advisor.sunlife.ca/chris.smela
#SunLifeSaskatoon #BusinessProtection #LifeInsurance
Let's plan ahead with confidence.
👉https://advisor.sunlife.ca/chris.smela
#SunLifeSaskatoon #BusinessProtection #LifeInsurance
Winter sports are fun – injuries aren’t. We often see how unexpected accident can impact both recovery and finances. ☃️
Having the right insurance coverage in place can help you protect your income and reduce financial stress if injuries happen on the slopes, rink, or trail.
A quick conversation can help you understand your coverage before heading out. 🌨️
https://advisor.sunlife.ca/chris.smela
#WinterSeason #InjuryProtection #SunLifeSaskatoon
Having the right insurance coverage in place can help you protect your income and reduce financial stress if injuries happen on the slopes, rink, or trail.
A quick conversation can help you understand your coverage before heading out. 🌨️
https://advisor.sunlife.ca/chris.smela
#WinterSeason #InjuryProtection #SunLifeSaskatoon
Tax season is a good time to step back and review how tax-efficient your investments really are. The goal isn’t last minute moves, but make sure your financial plan continues to work the way it should.
A short review can help bring clarity.
👉https://advisor.sunlife.ca/chris.smela
#TaxSeason #TaxPlanning #SunLifeSaskatoon
A short review can help bring clarity.
👉https://advisor.sunlife.ca/chris.smela
#TaxSeason #TaxPlanning #SunLifeSaskatoon
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/chris.smela
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/chris.smela
https://advisor.sunlife.ca/chris.smela
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/chris.smela
https://advisor.sunlife.ca/chris.smela
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/chris.smela
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/chris.smela
Watch video
Many families we work with ask the same question: Are we saving enough for our child's education?
Education costs continue to rise, which is why starting early and contributing consistently can make a meaningful difference over time. A Registered Education Savings Plan (RESP) is one of the most effective ways for Canadian families to save for post-secondary education.
RESP benefits include:
- Government grants that add to your education savings
- Tax-deferred growth on investments
- Flexible investment options that can evolve as your child grows
We work with families to build education savings strategies aligned with their long-term financial goals.
If you'd like to review an existing RESP or start planning for your child's education, let's connect.
https://advisor.sunlife.ca/chris.smela
#RESP #SunLifeSaskatoon #EducationPlanning
Education costs continue to rise, which is why starting early and contributing consistently can make a meaningful difference over time. A Registered Education Savings Plan (RESP) is one of the most effective ways for Canadian families to save for post-secondary education.
RESP benefits include:
- Government grants that add to your education savings
- Tax-deferred growth on investments
- Flexible investment options that can evolve as your child grows
We work with families to build education savings strategies aligned with their long-term financial goals.
If you'd like to review an existing RESP or start planning for your child's education, let's connect.
https://advisor.sunlife.ca/chris.smela
#RESP #SunLifeSaskatoon #EducationPlanning
Working with clients, we often see how quickly a health event can turn into a financial one. An unexpected illness or injury doesn't just affect your well-being, it can impact your income, savings, and long-term financial plan.
That's why at True North Financial, health insurance solutions like critical illness, disability insurance, and personal health coverage are an important part of financial planning -- not just a backup plan.
Alongside insurance, maintaining your health plays a key role in protecting your finances:
- Eat nutritiously
- Stay active
- Manage stress
- Get enough sleep
- Schedule regular checkups with your healthcare provider
Proactive healthcare and proper coverage can help reduce long-term financial strain and keep your plans on track.
If you'd like to explore health insurance options that fit your situation, let's talk about solutions.
#HealthInsurance #SunLifeSaskatoon #SunLifeAdvisor
That's why at True North Financial, health insurance solutions like critical illness, disability insurance, and personal health coverage are an important part of financial planning -- not just a backup plan.
Alongside insurance, maintaining your health plays a key role in protecting your finances:
- Eat nutritiously
- Stay active
- Manage stress
- Get enough sleep
- Schedule regular checkups with your healthcare provider
Proactive healthcare and proper coverage can help reduce long-term financial strain and keep your plans on track.
If you'd like to explore health insurance options that fit your situation, let's talk about solutions.
#HealthInsurance #SunLifeSaskatoon #SunLifeAdvisor
Market changes are something we talk about with clients all the time – especially as the year comes to close.
For many people, year-end is a good opportunity to step back and do a year-end investment review:
- Look at how your investment mix is actually performing.
- Confirm your investment strategy still aligns with your long-term financial goals.
- Identify tax-efficient planning opportunities before the year ends.
At True North Financial, the focus isn’t on reacting to market noise, but on making sure your financial plan continues to support where you’re headed – into 2026 and beyond.
If you’d like to review your investment strategy or talk through next steps, let’s connect.
https://advisor.sunlife.ca/chris.smela
#FinancialPlanning #InvestmentReview #SunLifeSaskatoon #SunlifeAdvisor
For many people, year-end is a good opportunity to step back and do a year-end investment review:
- Look at how your investment mix is actually performing.
- Confirm your investment strategy still aligns with your long-term financial goals.
- Identify tax-efficient planning opportunities before the year ends.
At True North Financial, the focus isn’t on reacting to market noise, but on making sure your financial plan continues to support where you’re headed – into 2026 and beyond.
If you’d like to review your investment strategy or talk through next steps, let’s connect.
https://advisor.sunlife.ca/chris.smela
#FinancialPlanning #InvestmentReview #SunLifeSaskatoon #SunlifeAdvisor
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/chris.smela
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/chris.smela
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/chris.smela
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/chris.smela
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
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.smela
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.smela
Watch video
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
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.smela
-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.smela
🎁 '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.
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.
Watch video
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.