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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.
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.
Tips on raising a financially savvy child

Tips on raising a financially savvy child

There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
Younger homeowners more likely to be financially stressed: survey

Younger homeowners more likely to be financially stressed: survey

Roughly six in 10 Canadians with a mortgage are financially stressed, with younger homeowners more likely to be under pressure.
Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

The rise of remote work has led to a loss of workplace social connections that is negatively affecting employees, according to a new report by the Conference Board of Canada.
Woman mortgage-free at 42 wonders what to do with the extra cash

Woman mortgage-free at 42 wonders what to do with the extra cash

https://financialpost.com/personal-finance/family-finance/woman-mortgage-free-at-42-what-to-do-with-extra-cash
Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Only 31% of Canadians in the highest-income group think the economy is moving in the right direction
Alberta most popular among Canada's interprovincial migrants: Statistics Canada

Alberta most popular among Canada's interprovincial migrants: Statistics Canada

Alberta has overtaken British Columbia as the most popular destination for people looking to migrate from one province to another, with most of its major cities recording net gains, according to a new report by Statistics Canada.
Warren Buffett eyes Canadian investment as cash pile hits fresh record

Warren Buffett eyes Canadian investment as cash pile hits fresh record

“We do not feel uncomfortable in any shape or form putting our money into Canada,” he said. “In fact, we’re actually looking at one thing now.”
Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits Canada.com

Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits Canada.com

This Mental Health Week and beyond, employers can support employee mental health using digital toolkits, mental-health coaching and by providing adequate coverage, says Marie-Chantal Côtè, senior vice-president of group benefits at Sun Life Financial Inc.
Why the smart money is buying single-family homes

Why the smart money is buying single-family homes

There’s little argument among experts that single-family houses should appreciate faster than multi-family homes.
What are the issues for savings when mental health becomes a burden in retirement? | Benefits Canada.com

What are the issues for savings when mental health becomes a burden in retirement? | Benefits Canada.com

47% — The percentage of Canadian employees who say they’re very worried about running out of money in retirement
Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

Invest in your debt
Compounding works both ways. With Canadian's household debt at record levels, it works very well for lenders.

Welcome! You are invited to join a webinar: Sun Life Career Information Webinar - May 22 at 12 PM. After registering, you will receive a confirmation email about joining the webinar.

Have you ever wondered what it would be like to become a SunLife Advisor? Here is a great way to find out! Join us for these two Career Information Webinars on May 22nd.

Sun Life Career Information Webinar – May 22 at 12 PM
Hosted by: District Director Adriana Rogic and the North Saskatchewan team.
Special Guest: Aden Wilson, Sun Life Advisor
Date: May 22, 2024
Time: 12 – 1:30 pm
Registration Link: https://sunlife.zoom.us/webinar/register/WN_mNvtSvznTdC5solotZuKgg


Sun Life Career Information Webinar – May 22 at 4 PM
Hosted by: District Director Adriana Rogic and the North Saskatchewan team.
Special Guest: Kim LaFreniere, KLA Financial, Sun Life Advisor
Date: May 22, 2024
Time: 4 – 5:30 pm
Registration Link: https://sunlife.zoom.us/webinar/register/WN_nDbykvmeQseV3Mq2-Hf8eg
Come together for couple legacy planning

Come together for couple legacy planning

Check out this article where our founder and President, Darren Ulmer was referenced.

https://www.mdrt.org/learn/2024/html/come-together-for-couple-legacy-planning/
Women and investing: Key findings and opportunities

Women and investing: Key findings and opportunities

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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.

Three charts on the benefits of staying invested

Need content to better understand the financial landscape? I have valuable resources for you.

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 Evan Bray Show - Darren Ulmer - April 30th, 2024

The Evan Bray Show - Darren Ulmer - April 30th, 2024

President and Founder of White Owl Financial Solutions, Darren Ulmer, made an extended appearance on The Evan Bray Show this morning. If you didn't have time to catch him live on the air, here is a link to catch his episode. Check it out!

https://iono.fm/e/1436875
The Evan Bray Show - Darren Ulmer - April 30th, 2024

The Evan Bray Show - Darren Ulmer - April 30th, 2024

President and Founder of White Owl Financial Solutions, Darren Ulmer, made an extended appearance on The Evan Bray Show this morning. If you didn't have time to catch him live on the air, here is a link to catch his episode. Check it out!

https://iono.fm/e/1436875
Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Home - Elaine Froese | Canada’s Farm Whisperer | Your go-to expert for farm families who want better communication and conflict resolution to secure a successful farm transition

You’re invited!

Join us for our special event “Finding fairness in farm transition” with Canada’s farm whisperer and trailblazer, Elaine Froese. Elaine is a Certified Professional Speaker (CPS). She’s been working with farm families who want to secure a successful farm transition
for over 40 years.

Sunlife Finding Fairness in Farm Transition seminar April 11

A little more about Elaine Froese…
https://elainefroese.com/


A light breakfast, lunch and refreshments will be provided during the event.

When:
April 11th, 2024
9:30 am – 3:30 p.m.

Where:
The Glen at Crossmount
10 Glen Road,
Crossmount, SK S7T 0X8

To RSVP, and if you want more information about this event, contact Darren Ulmer’s Sun Life Team at whiteowlfinancial@sunlife.com


We can’t wait to see you!


*Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Sun Life Assurance Company of Canada is the insurer and is a member of the Sun Life group of companies
©️ Sun Life Assurance Company of Canada, 2023.

This message was sent by Darren Ulmer, White Owl Financial Solutions, Sun Life. If you would like to unsubscribe, email whiteowlfinancial@sunlife.com

Have questions?

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

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.