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.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to us if you'd like to discuss your portfolio.
Dreaming about owning a home?
It's never too early or late to start taking actionable steps.
To learn more about the FHSA and how you can take advantage of its benefits, call us to schedule a time to discuss your options!
It's never too early or late to start taking actionable steps.
To learn more about the FHSA and how you can take advantage of its benefits, call us to schedule a time to discuss your options!
Dreaming about owning a home?
It's never too early or late to start taking actionable steps.
To learn more about the FHSA and how you can take advantage of its benefits, call us to schedule a time to discuss your options!
It's never too early or late to start taking actionable steps.
To learn more about the FHSA and how you can take advantage of its benefits, call us to schedule a time to discuss your options!
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
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 the office to discuss further.
Budget calculator
Do you know what goes into a #budget?
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
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.