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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.
Meet Your Future Self: Embracing The ‘You’ In Retirement
Meet Your Future Self: Embracing The "You" In Retirement
Five tips to transform money into a tool instead of a temptation
Before spending, consider whether the money is for necessities, savings or a treat, and ensure that its purpose aligns with your priorities. Assigning a role to every dollar, such as for rent, future goals or fun, reduces aimless spending and transforms money into a tool instead of a temptation.
An Ontario high school teacher on how worried kids are today about money and their future
Kelly Gregory, an Ontario teacher, is trying to address these fears by teaching financial literacy to students at her high school in Kingston. Her experience is that talking about money helps students feel better about the future
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Tax return got flagged for a review? Don’t panic, experts say
Finding out your tax return is under review — especially after you’ve already spent your expected refund — can be unnerving. But it’s far less serious and more common than you think, tax experts say.
Can you make RRSP contributions after age 71? - MoneySense
Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted your account to a RRIF.
Canadians turning to travel for resilience and longevity
About three-quarters of Canadian travellers (74 per cent) believe vacations can help them build resilience to better handle the stresses of everyday life, according to travel app Skyscanner’s 2025 Travel Trends report. And about six in 10 Canadians are more mindful about their health and well-being while on vacation.
Younger Canadians are outsaving older ones as they enter trade war ‘survival mode’
Trump's tariffs are creating anxiety about jobs, inflation and recession, driving an increase in emergency savings
Life's full of unexpected turns. Protect your family with Sun Critical Illness Insurance and save on your first year. Get 3 months of premiums back for adults or 6 months for kids! Offer ends June 30. #FinancialSecurity #FamilyFirst
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
On the Brink: Ontario woman mastering the art of coupons to fight inflation | Globalnews.ca
As economic uncertainty fuels volatile grocery prices, Canadians may be left feeling like their dollar is falling short. This is where Kathleen Cassidy comes to help.
Government of Canada benefits and credits you'll get in May 2025 | National
Canadians aged 65 to 74 can receive up to $727.67 per month in 2025 if their net annual net world income in 2023 is less than $142,609. However, Canadians aged 75 and over can receive a maximum of $800.44 if their annual net world income in 2023 is less than $148,179.
How to build credit and maintain a good score
How to build credit and maintain a good score? From credit card approvals to loan interest rates, your credit score’s consequences can help or hold you back from achieving your goals
Most Canadians unaware that unused tax credits from prior years are still available: poll
Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits
38% of Canadians believe they may have some unused credits
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
Save on Sun CII now, thank yourself later! Get 3 months of premiums back for adult policies and 6 months back for children’s. Smart moves for a secure future. Offer ends June 30. #HealthInsurnace #InsuranceSavings
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Can’t pay your tax bill? File your return on time and don’t panic, experts say
For many Canadians, filing their taxes often means a refund, but for some, tax time can mean a bill that’s unexpected or more than anticipated.
If that’s you and you don’t have the cash on hand to pay the bill, tax experts say not to panic.
If that’s you and you don’t have the cash on hand to pay the bill, tax experts say not to panic.
Early Parkinson's symptoms often mistaken for normal aging
Parkinson's disease is often seen as a condition that primarily affects older adults. In reality, it can impact people at any age, with 10–20% of cases appearing before the age of 50, and about half of those are diagnosed before age 40,
Bank of Canada holds key rate steady amid trade war, economic uncertainty
The Bank of Canada left its benchmark interest rate unchanged Wednesday as it waits to get a clearer picture of how global trade uncertainty is going to impact the Canadian economy.
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
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