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Protect Your Family Business Wealth
2025-06-03T17:30:00
Protect Your Family Business Wealth

White Owl Financial Solutions invites you to an exclusive seminar on June 3, 2025, at the Saskatoon Club. Whether you’re planning to transition your family business to the next generation or a potential buyer, join us for valuable insights from Dr. Tom Deans, 

New York Times Canadian bestselling author.


Choose between our luncheon or evening session, and walk away with strategies to protect and grow your family’s legacy. 


 We’d love to have you with us.  


#SuccessionPlanning #BusinessLegacy 


Event details
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.
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.
Ready to make the most of your RRSP? Let’s chat and we're here to help!

#RRSP #FinancialGoals
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.
Take care of the ones who matter most. For a limited time, you can save on your first year of Sun Critical Illness Insurance. Protect your family and feel more at ease—before June 30!

#FamilyProtection #InsuranceSavings #CriticalIllness
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.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
Read article
What can you do about U.S. tariffs affecting your finances?

News of trade tensions between Canada and the U.S. may have left you with questions. What might this mean for the economy and your money?

Stay informed, plan ahead—we'll navigate these challenges together.
Read article
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade

Certain terms and conditions may apply. Contact me for more information.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Take control of your financial future today! Convert your term life insurance by March 31st and enjoy savings of up to 25%. Don't miss out on this limited-time opportunity to secure your protection at a great rate.✨

Contact us to convert your policy and start saving!

Click here to book an appointment: https://tinyurl.com/jenniferkluchka

#LifeInsurance #TermConversion
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!

#TaxStrategy #BusinessOwners #FinancialAdvice
How can you get ahead of a potential disability?

1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals

Reach out and let’s create a plan that you feel confident about.
Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.

#InvestmentGrowth #PartnerRight #SunLife

*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
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
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.
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*

* Certain terms and conditions may apply. Contact me for more information.
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals

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Sunlife
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.