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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.

How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.

Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.

Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
How The Benefits Of Exercise For Mental Health Helped Me Recharge

How The Benefits Of Exercise For Mental Health Helped Me Recharge

David Ko shares a personal story about how regular exercise became his go-to strategy for managing stress and rebuilding mental resilience.
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Walking Just 11 Minutes Each Day Could Add Years To Your Life, Says Study. Here's Why It Works.

Walking Just 11 Minutes Each Day Could Add Years To Your Life, Says Study. Here's Why It Works.

👟 Walking has seen a surge in popularity over the past few years, thanks to a slew of research that’s found that it's great for your overall health and longevity. Now, another study has found that you don’t need to log several miles to reap the benefits of walking. Instead, just a few minutes a day could provide a serious boost for your overall health.
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Can you make RRSP contributions after age 71? - MoneySense

Can you make RRSP contributions after age 71? - MoneySense

Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted your account to a RRIF.
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如果您不擅长自主理财，那么快来与我们合作吧。和我聊聊您的TFSA。
如果您不擅長自主理財，那麼快來與我們合作吧。和我聊聊您的TFSA。
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance

Certain terms and conditions may apply. Contact me for more information.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
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🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance

Certain terms and conditions may apply. Contact me for more information.
🏡 在规划时，考虑将您的定期人寿保险转换为符合您目标的保险。通过永明人寿的定期转换优惠，您在3月31日前转换保险，最高可节省25%。马上联系我们，了解更多选择！ #家庭保障 #人寿保险
🏡 在規劃時，考慮將您的定期人壽保險轉換為符合您目標的保險。通過永明人壽的定期轉換優惠，您在3月31日前轉換保險，最高可節省25%。馬上聯繫我們，了解更多選擇！ #家庭保障 #人壽保險
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade

Certain terms and conditions may apply. Contact me for more information.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.

#EntrepreneurLife #LifeInsurance

*Certain terms and conditions may apply. Contact me for more information.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst

*Certain terms and conditions may apply. Contact me for more information.

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