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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.
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/chris.van
https://advisor.sunlife.ca/chris.van
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/chris.van
https://advisor.sunlife.ca/chris.van
The 'Best of Both Worlds' Rule of Retirement Spending
Some retirees are happy living off the interest and dividends from their portfolio investments, leaving the principal to grow. Others are willing to take a risk if it means they could hit the jackpot with their investments and live comfortably off the returns.https://advisor.sunlife.ca/chris.van
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.van
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
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.van
https://advisor.sunlife.ca/chris.van
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.van
https://advisor.sunlife.ca/chris.van
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.van
✅ 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.van
Watch video
INVESTMENTS WEBINAR | Building your wealth through investing
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/chris.van
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/chris.van
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
May your holiday season overflow with laughter, kindness and memorable moments.
May your holiday season overflow with laughter, kindness and memorable moments.
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/chris.van
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/chris.van
Retirees: Supplement Your CPP Payments With These 2 Dividend Stocks
CPP alone is not enough for Canadian retirees. Here is a way to create a supplement CPP that helps you meets your expenses.
Which Dividend Stocks in Canada Could Survive More Rate Cuts
Two TSX dividends built for rate cuts offer essential services, steady cash flow, and payouts that can endure as borrowing costs fall.https://advisor.sunlife.ca/chris.van
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.van
📊 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.van
The Canadian Bank Stocks Still Have More Gas in the Tank
BMO Equal Weight Banks Index ETF (TSX:ZEB) is a standout ETF worth looking for if you like the banks for 2026.
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.van
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.van
The RESP – Who really owns it?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
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.