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.

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.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance

Certain terms and conditions may apply. Contact me for more information.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst

*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.

#WealthProtection

*Certain terms and conditions may apply. Contact me for more information.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.

#WealthProtection #FinancialRoadmap
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.
Read article
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.
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.
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
This spooky season, I can help you take the fear out of your finances.

🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.

Get in touch to get started.
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Read article

Have questions?

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

Let's connect