Stay informed

5 Steps You Must Take Right Now to Secure Retirement in 20 Years

5 Steps You Must Take Right Now to Secure Retirement in 20 Years

If you're a couple of decades from retirement, you can pay down debt while saving aggressively for the future.
Household financial stress rising | Investment Executive

Household financial stress rising | Investment Executive

The financial pressure on households from deteriorating economic conditions is starting to show up in the performance of Canadian asset-backed securities.
Choosing The Right Trustee And Why It Matters

Choosing The Right Trustee And Why It Matters

Selecting a trustee well-equipped to handle these duties is one of the most important decisions you might ever make!
10 tips for healthy eating on a budget

10 tips for healthy eating on a budget

Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
Five Mistakes to Avoid in Your First Year of Retirement

Five Mistakes to Avoid in Your First Year of Retirement

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
Cash Balance Pension Plans: the Smart Way to Turbocharge Your Retirement

Cash Balance Pension Plans: the Smart Way to Turbocharge Your Retirement

Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.
Paying off your mortgage is a game-changer. Think hard about what comes next

Paying off your mortgage is a game-changer. Think hard about what comes next

Buying a house is the largest purchase most Canadians will ever make and finally paying off the mortgage is likely to be a game changer.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started.



Script: Let's help make your freelance dreams financially sustainable

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Sunlife
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.