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SMART goals

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/christine.deiulis
The 'Best of Both Worlds' Rule of Retirement Spending

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/christine.deiulis
Those who care for family members with Alzheimer's experience poorer health and increased cellular aging

Those who care for family members with Alzheimer's experience poorer health and increased cellular aging

Brittany Butts understands that for many families, Alzheimer's comes as a double burden. As a teenager, she watched not only her grandmother's mental decline from the disease but also her aunt's struggles as the primary caregiver.

https://advisor.sunlife.ca/christine.deiulis
Ready to take on every challenge

Ready to take on every challenge

Life is full of exciting challenges and milestones. From graduation day to crossing the finish line, from buying your first home to expanding your family — every step is an adventure.

Get the peace of mind you need to make your next move.

For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.

Let’s chat! https://advisor.sunlife.ca/christine.deiulis

*Terms and conditions apply
Where Are the Structural Opportunities in Canadian Stocks as the Central Bank Holds Steady?

Where Are the Structural Opportunities in Canadian Stocks as the Central Bank Holds Steady?

The Bank of Canada’s latest decision to hold its key interest rate at 2.25%, despite stronger-than-expected job and GDP data, signals a cautious stance amid persistent inflation and looming trade uncertainties. This pause, however, does not shut the door on equity markets. Instead, it illuminates potential structural opportunities within a complex economic landscape.https://advisor.sunlife.ca/christine.deiulis
How I’d Structure a $21,000 TFSA for Constant Monthly Income

How I’d Structure a $21,000 TFSA for Constant Monthly Income

Many Canadians might feel like the last three years slipped through their fingers. Between high inflation, soaring interest rates, and market volatility, it’s been easy to fall behind on building wealth. That’s exactly why catching up now inside a Tax-Free Savings Account (TFSA) matters so much. https://advisor.sunlife.ca/christine.deiulis

Have questions?

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