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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.

Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says

Amid a tough job market and troubles affording homeownership, many young Canadians could be skipping on retirement planning despite fears of not having enough in their senior years, according to a new survey.https://advisor.sunlife.ca/dave.clark

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Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments

Let's make sure your investments are set for 2026. Get in touch today.

https://advisor.sunlife.ca/dave.clark

As we reach the winter solstice, may the gradual return of light bring you warmth. This is an ideal time to slow down and focus inward.

Choosing rejuvenating practices that resonate with you personally can make it a meaningful and restorative experience.

Happy solstice to you and yours.

As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences

Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/dave.clark

‘It really does work’ - Dr Amir Khan reveals 16-second breathing technique to alleviate stress

There’s no getting away from it - life is stressful. All of us experience times when life just feels harder, and sadly, stress has an impact on all aspects of our lives, from mood and sleep to appetite and relationships. Being able to recognise when you’re stressed and having some tools to help lower your cortisol levels is really important. One way that GP Dr Amir Khan thinks we can all help ourselves is by using breathing techniques. https://advisor.sunlife.ca/dave.clark

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Social Security beneficiaries' tax bills may change due to recent legislation. What to know

New laws enacted in 2025 may impact just how much federal taxes Social Security beneficiaries owe on their benefit income. Here's how experts say to plan.https://advisor.sunlife.ca/dave.clark

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As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.

Book a meeting today to:

➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year

Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/dave.clark

Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!

Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/

May your holidays be merry and your new year be filled with family, fun and financial health.

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Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!

Public sector rent rises to be linked to inflation

Annual rent rises for tenants in social housing will be based on the Consumer Price Index next year.https://advisor.sunlife.ca/dave.clark

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Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/dave.clark

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Fat loss: Study finds diet, exercise combination may be most effective

A new study has found that improving both diet and exercise levels simultaneously may be more effective in preventing weight gain, especially belly fat.https://advisor.sunlife.ca/dave.clark

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Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:

• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being

Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts

Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!

During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses

Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/dave.clark

May your holiday season overflow with laughter, kindness and memorable moments.

RRSP vs TFSA: The Ultimate Guide | Wealthsimple

Take control of your personal finances by understanding the industry better. Check out these resources to get started.

https://www.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa

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.

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🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.

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Wishing you and your loved ones a holiday season that sparkles.

There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!

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