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.
It's finally time for us to reveal the exciting news... a fresh new name to reflect our growing team. Beyond excited for our next chapter as Stonewater Financial Group!
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5 Ways Women Can Avoid Financial Mistakes Inherited From Parents
76% of Gen Z women and 58% of Millennial women consider their parents a trusted source for money advice giving room for inherited financial mistakes to happen. Working with our trusted team of financial planners ensures a strong foundation and ongoing advice you can trust.
We’ve been laying the groundwork and making waves—now it’s almost time to unveil what’s been building beneath the surface. A new chapter is coming, and it’s solid… 🌊
We’ve been laying the groundwork and making waves—now it’s almost time to unveil what’s been building beneath the surface. A new chapter is coming, and it’s solid… 🌊
‘Buy Canadian’ movement could add $10 billion annually to Canada’s economy, says BMO economist
The increasingly popular consumer-led initiative has the potential to add roughly $10 billion to the Canadian economy annually, lifting growth by 0.3 percentage points, estimates economist Robert Kavcic.
It was an absolute pleasure to be a part of a Sun Life panel discussion about how social media has changed the way we connect with our clients. Staying connected allows us to celebrate your big life events and make sure you stay on track for your financial and life goals.
It was an absolute pleasure to be a part of a Sun Life panel discussion about how social media has changed the way we connect with our clients. Staying connected allows us to celebrate your big life events and make sure you stay on track for your financial and life goals.
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.
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.
Why millennials often lack critical illness insurance as part of their financial plans
I had the pleasure of speaking with the Globe and Mail about the need for critical illness insurance for millennials. We have unfortunately had so many claims over the last few years, it is important to make sure you are adequately protected in the event of an illness so you can keep on track with your goals in life. Click the link below to read the article, or if you are not a Globe and Mail subscriber please send us a message and we can send you a copy by email.
Always a great time being a part of Practice Opportunity at CMCC. Glad we are able to connect with students at every stage to help them achieve their financial goals!
Always a great time being a part of Practice Opportunity at CMCC. Glad we are able to connect with students at every stage to help them achieve their financial goals!
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.
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.
How entrepreneurs can balance business and personal finances
I am grateful for the opportunity Sun Life provided to share our story of entrepreneurship with the Globe & Mail! It's been an incredible journey since 2014 when Candace opened her Chiropractic Clinic. I'm always inspired by the entrepreneurs I get to work with. Helping them reach both their business and personal milestones with solid financial planning is incredibly rewarding!
https://www.theglobeandmail.com/investing/article-how-entrepreneurs-can-balance-business-and-personal-finances/
https://www.theglobeandmail.com/investing/article-how-entrepreneurs-can-balance-business-and-personal-finances/
How much can you contribute to an RRSP?
Unlock the door to financial freedom this RRSP season! How to ensure you are contributing enough each year.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Why healthcare costs shouldn't be overlooked in holistic planning
Thanks Wealth Professional Magazine for reaching out! Check out the article below where I talk about the recent Ipsos survey conducted by Sun Life which uncovered the rising costs of healthcare and how that may impact Canadians retirement plans:
Sun Par - Over a Century
Great video from Sun Life on the history of our Participating Whole Life Insurance plan.
Tax credits and deductions for Canadians to consider - BNN Bloomberg
Canadians are gathering their T4s and receipts as tax slips arrive and the May 1 deadline approaches, but many people may not know what credits and deductions...
Health protection and financial security
https://sunlife.hubs.vidyard.com/watch/9imTJH5rSnM6gkx2Pwdufp?custom_id=rcxxNFc2gpe834ux7zUJ3r&vycustom_id=rcxxNFc2gpe834ux7zUJ3r&vyemail=dave.giles%40sunlife.com
Managing debt: What an advisor can do for you
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
What is a recession and what does it mean for you?
Understand what a recession is, how it affects the Canadian economy and your personal finances - and what you can to prepare. Visit sulife.ca to learn more....
Budget calculator
Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals....
Bank of Canada raises rate 75 bps and signals more hikes to come
Bank of Canada raised its key interest rate for the fifth time this year to 3.25%. Read...
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.