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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
The Retirement Bucket Rule: Your Guide to Fear-Free Spending

The Retirement Bucket Rule: Your Guide to Fear-Free Spending

Forget market declines or rising inflation. With this strategy, you won’t have to worry about any of that during retirement.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine

Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine

Talking about finances can be a highly personal and sensitive topic area. Whether it’s about people’s individual financial situations, inheritance planning
TFSA Passive Income: How Retirees Can Get Decent Returns While Reducing Capital Risk

TFSA Passive Income: How Retirees Can Get Decent Returns While Reducing Capital Risk

In the current environment, investors can quite easily put together a diversified portfolio of GICs and dividend-growth stocks to deliver an average yield of 4% to 5%. This is a decent return while reducing capital risk.
Waiting for interest rates to drop? Here’s what Canadians need to know before renewing their mortgage

Waiting for interest rates to drop? Here’s what Canadians need to know before renewing their mortgage

The next Bank of Canada interest rate announcement is July 30. If your mortgage is up for renewal, Rates.ca has these important tips.
The Strategic Advantage Of Asset Location

The Strategic Advantage Of Asset Location

What differentiates the most impactful advisors is not expertise in isolation, but fluency across the full ecosystem of a family’s wealth.
When should I start saving for retirement?

When should I start saving for retirement?

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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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.