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.
Happy year of the Snake! We wish you and your family good health, happiness and prosperity!
Happy year of the Snake! We wish you and your family good health, happiness and prosperity!
Happy Holidays from all of us to all of you!
Holiday Office Closures:
December 24th Closing at 1pm
December 25th Closed
December 26th Closed
December 31st Closing at 1pm
January 1st Closed
Holiday Office Closures:
December 24th Closing at 1pm
December 25th Closed
December 26th Closed
December 31st Closing at 1pm
January 1st Closed
Happy Holidays from all of us to all of you!
Holiday Office Closures:
December 24th Closing at 1pm
December 25th Closed
December 26th Closed
December 31st Closing at 1pm
January 1st Closed
Holiday Office Closures:
December 24th Closing at 1pm
December 25th Closed
December 26th Closed
December 31st Closing at 1pm
January 1st Closed
Watch video
Predictions for housing trends and real estate forecast in 2025 | Watch News Videos Online
Predictions for housing trends and real estate forecast in 2025
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
Experts weigh in on the BoC’s second straight jumbo rate cut
Experts weigh in on the BoC’s second straight jumbo rate cut
Simply Put: What is an RRSP?
Unlock the power of RRSPs! 🔐💰
Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.
Need help with your RRSP? Contact me!
#RetirementPlanning #RRSP
Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.
Need help with your RRSP? Contact me!
#RetirementPlanning #RRSP
📅 Mark your calendars! The RRSP contribution deadline is March 3.
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
📅 Mark your calendars! The RRSP contribution deadline is March 3.
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
Optimize your RRSP and TFSA with Sun Life One Plan.
Sun Life One Plan helps you build a detailed roadmap that applies tax-efficient strategies to grow your assets.
Book a consultation with me today to create your personalized plan to help reach your financial goals.
#SunLifeOnePlan #FinancialStrategy
Transcript: Take one small step to build one holistic financial roadmap in one place. Sun Life One Plan. Book a consultation today.
Sun Life One Plan helps you build a detailed roadmap that applies tax-efficient strategies to grow your assets.
Book a consultation with me today to create your personalized plan to help reach your financial goals.
#SunLifeOnePlan #FinancialStrategy
Transcript: Take one small step to build one holistic financial roadmap in one place. Sun Life One Plan. Book a consultation today.
Watch video
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
61% of Canadians afraid of running out of money in retirement: survey | Benefits Canada.com
61% of Canadians afraid of running out of money in retirement: survey
How does the Home Buyers’ Plan Work?
Dive into expert insights on building and preserving wealth in today’s economic landscape.
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.
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.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.