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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.
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future-together.
Here are some things to consider (we can discuss any or all of these together):
-Set shared savings goals for milestones like buying a home
-Discuss merging finances if you choose to - some couples don't
-Creating a household spending plan
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
Here are some things to consider (we can discuss any or all of these together):
-Set shared savings goals for milestones like buying a home
-Discuss merging finances if you choose to - some couples don't
-Creating a household spending plan
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future-together.
Here are some things to consider (we can discuss any or all of these together):
-Set shared savings goals for milestones like buying a home
-Discuss merging finances if you choose to - some couples don't
-Creating a household spending plan
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
Here are some things to consider (we can discuss any or all of these together):
-Set shared savings goals for milestones like buying a home
-Discuss merging finances if you choose to - some couples don't
-Creating a household spending plan
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
So long early retirement, for most Canadians the golden years now start after 65
Pre-retirement worries about staying "pre"-retired indefinitely? Let's talk about it. Should I give some of my retirement savings to my adult children? We should definitely talk about that choice, too (also later in the article).
How cryptocurrencies work and what investors need to know
Boost your knowledge on cryptocurrency with this helpful article.
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 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.
Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'
Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'.
How much does divorce in Canada really cost?
Christopher Liew outlines some of the expected and not-so-expected costs of divorce, to help you prepare and plan if you and your spouse decide it’s time to part ways.
What to do if you outlive your retirement savings in Canada - MoneySense
Here are a few suggested strategies if you are (or know) a low-income retiree who is struggling to make ends meet. Please note that not all (or any) of these strategies may make sense. Please seek individual advice for help.
Yes, you should vote (if you haven't already), however, my wife thought posting a picture of me in a hairnet was more fun than politics this week. We had the pleasure of making soup last Thursday for Alpha House, organized by Soup Sisters, and funded by Sun Life. In this picture, Chef is giving me some tips. A special mention to Sunterra Keynote Market as well, who supplied the kitchen and fed the volunteers with their own delicious soup creations. It's nice to get out in the community and help out.
Yes, you should vote (if you haven't already), however, my wife thought posting a picture of me in a hairnet was more fun than politics this week. We had the pleasure of making soup last Thursday for Alpha House, organized by Soup Sisters, and funded by Sun Life. In this picture, Chef is giving me some tips. A special mention to Sunterra Keynote Market as well, who supplied the kitchen and fed the volunteers with their own delicious soup creations. It's nice to get out in the community and help out.
Bank of Canada holds key rate steady amid trade war, economic uncertainty
The Bank of Canada left its benchmark interest rate unchanged Wednesday as it waits to get a clearer picture of how global trade uncertainty is going to impact the Canadian economy.
Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs
Financial planning is a balancing act. You need to take care of yourself financially, physically, and mentally throughout your lifetime.
You’re confident your heirs can do the job, but are they ready?
Have you considered your family's estate planning needs yet? Reach out...when you're ready. I'll be here.
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.
Twenty-five years in this industry as of March. A team member set this up in our lunchroom this morning (thank-you!). I'm glad I do what I do. It's important. Hard, but important.
Twenty-five years in this industry as of March. A team member set this up in our lunchroom this morning (thank-you!). I'm glad I do what I do. It's important. Hard, but important.
Doom scrolling about turmoil like tariffs can cause bad money choices
Doom scrolling about turmoil like tariffs can cause bad money choices.
It’s a new year. What financial changes take effect in 2025?
Do you know what has changed for 2025 in terms of income tax brackets, RSP contribution limits, CPP contributions required, basic personal amounts and capital gains tax change implications? Find out here. Worried about the capital gains tax implications? Let's talk.
You might live to 100. Do you have enough wealth to get there?
You might live to 100. How does that affect your retirement plans?
Inheritance planning: When equal and fair aren’t the same thing
Inheritance Planning by Fidelity Investments
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 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.
We had our team lunch today. What we do is not easy. It is made easier, however, with a terrific team helping us every step of the way.
We had our team lunch today. What we do is not easy. It is made easier, however, with a terrific team helping us every step of the way.
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
Happy 1st anniversary to our team in the new office! We are grateful to have this welcoming space to make people feel comfortable, even if what they've come to discuss isn't always easy to talk about. This calming atrium we can see from my office makes it a great space to have those conversations.
Happy 1st anniversary to our team in the new office! We are grateful to have this welcoming space to make people feel comfortable, even if what they've come to discuss isn't always easy to talk about. This calming atrium we can see from my office makes it a great space to have those conversations.
BoC delivers half percentage point rate cut, says it now must keep inflation at 2%
Bank of Canada delivers half percentage point rate cut. I wonder what they will do Dec 11th? Reach out to me to discuss how you can take advantage of interest rate cuts when they happen.
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