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.
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...
6 things you may not know you can do with your RRSP
Did you know you can do more with your RRSP than just save for retirement? Find out what and how....
How to reduce debt and improve your finances
Accumulating some debt can happen when times are rough. Here’s how to pay back your debt, and get your finances back on track. A Sun Life advisor can help; go...
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 Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.