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Let’s work together towards your financial goals while protecting what matters most to you.

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.

Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/dave.clark

Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.

Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.

As we enter the holy month of Ramadan, may it bring you peace, prosperity and spiritual growth.

This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.

Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.

From rates to AI: Insights from Jurrien Timmer - January 26, 2026

Dive into expert insights on building and preserving wealth in today’s economic landscape.
ttps://www.fidelity.ca/en/insights/articles/timmer-global-macro-view-jan26/

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/dave.clark

Canada 2026 Outlook: Competitive Advantages Underpin a Brighter Outlook | Vanguard Canada

Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.vanguard.ca/en/insights/canada-outlook

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.

Strategic planning can help you make the most of housing transitions.

Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?

Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.

#RetirementPlanning #Retirement

Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/dave.clark

Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/

Canada economy on recession watch, economist warns

Canada's economic concerns are growing after a new report suggested the country could be heading toward a recession if growth does not improve.
https://advisor.sunlife.ca/dave.clark

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Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.

Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.

Ça commence ici > https://advisor.sunlife.ca/dave.clark

Canada’s construction sector outpaces other Canadian industries

The Canadian Construction Association finds growth in construction GDP output of 1.3% in Q3 2025 successfully outpacing the all-industry average.https://advisor.sunlife.ca/dave.clark

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February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!

Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/dave.clark

Making sense of the Bank of Canada interest rate decision on January 28, 2026 - MoneySense

The Bank of Canada holds its benchmark rate at 2.25%, impacting variable mortgages, fixed rates, and savings as economic risks persist in 2026. The post Making sense of the Bank of Canada interest rate decision on January 28, 2026 appeared first on MoneySense.https://advisor.sunlife.ca/dave.clark

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Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://advisor.sunlife.ca/dave.clark

This Black History Month, we celebrate the achievements and contributions of Black Canadians. Working together can help create more financial opportunities for all. See how Sun Life helps our Clients, colleagues and communities thrive. https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/

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