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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.

Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/desmond.nwaerondu/

Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/

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Canada economy on recession watch, economist warns

Canada's economic concerns are growing after a new report suggested the country could be heading toward a recession if growth does not improve.
https://advisor.sunlife.ca/desmond.nwaerondu/

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Despite low performance globally, the Canadian Dollar surged against the weakened US Dollar - VT Markets

Canadian Dollar hits six-month high as oil prices rise; interest rates, inflation, and trade also influence.https://advisor.sunlife.ca/desmond.nwaerondu/

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Making sense of the Bank of Canada interest rate decision on January 28, 2026 - MoneySense

The Bank of Canada holds its benchmark rate at 2.25%, impacting variable mortgages, fixed rates, and savings as economic risks persist in 2026. The post Making sense of the Bank of Canada interest rate decision on January 28, 2026 appeared first on MoneySense.https://advisor.sunlife.ca/desmond.nwaerondu/

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🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.

health.https://advisor.sunlife.ca/desmond.nwaerondu/
#EducationSavings #RESPTips

JPMorgan investment advisers leaning on in-house research amid global volatility – Investment Executive

A top adviser at JPMorgan Asset Management says the firm is leaning heavily on its deep in-house research capabilities as navigates geopolitical upheaval and global economic uncertainty.

https://advisor.sunlife.ca/desmond.nwaerondu/

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It's never too late - a huge 50-year study just revealed the key to slowing down ageing

There's no way to stop ourselves from getting older, but there are ways to control how well we age and to improve our long-term health.https://advisor.sunlife.ca/desmond.nwaerondu/

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It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.

https://advisor.sunlife.ca/desmond.nwaerondu/

Exercise May Reduce Depression Symptoms As Much As Therapy and Antidepressants

A large research review suggests that exercise can reduce symptoms of depression and may be just as effective as therapy and antidepressants.https://advisor.sunlife.ca/desmond.nwaerondu/

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‘I was laid off. Should I put some of my severance into my RRSP to maximize tax savings?’

https://www.theglobeandmail.com/investing/personal-finance/retirement/article-laid-off-rrsp-severance-savings-taxes/

Severance pay can feel like a silver lining – until tax season rolls around. In this Globe and Mail article, Desmond Nwaerondu shares practical insights on when using severance to contribute to an RRSP might make sense, and when it might not.

https://advisor.sunlife.ca/desmond.nwaerondu/

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Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.

Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

Q4 2025 market update: Hopes rising for interest rate cuts

Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/

Ottawa pushes for policy changes to boost first-time homeownership

The federal government is moving forward with policies aimed at assisting first-time home buyers in the New Year.https://advisor.sunlife.ca/desmond.nwaerondu/

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Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.

https://advisor.sunlife.ca/desmond.nwaerondu/

Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

https://advisor.sunlife.ca/desmond.nwaerondu/

As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences

Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/desmond.nwaerondu/

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/desmond.nwaerondu/

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Social Security beneficiaries' tax bills may change due to recent legislation. What to know

New laws enacted in 2025 may impact just how much federal taxes Social Security beneficiaries owe on their benefit income. Here's how experts say to plan.https://advisor.sunlife.ca/desmond.nwaerondu/

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Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments

Let's make sure your investments are set for 2026. Get in touch today.

https://advisor.sunlife.ca/desmond.nwaerondu/

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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.