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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.
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
The Government of Canada is releasing this year’s federal budget on November 4. In the days after the announcement, watch here for a summary of the highlights and what the budget means for your financial goals. More to come!
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Sleep patterns linked to variation in health, cognition, lifestyle and brain organization
Researchers led by Aurore Perrault at Concordia University, Canada and Valeria Kebets at McGill University, Canada, have used a complex data-driven analysis to uncover relationships among multiple aspects of sleep and individual variation in health, cognition, and lifestyle.
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Brain health: Poor sleep linked to faster brain aging
People with poor sleep have brain ages that are an average of 1 year older than their chronological age, a new study has found.
Ready for life's next big adventure? 🎓🏠🏖️
From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.
Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).
Let's chat and get you covered!
*Terms and conditions apply (because, you know, fine print and all)
From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.
Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).
Let's chat and get you covered!
*Terms and conditions apply (because, you know, fine print and all)
🌍💡 Today is World Financial Planning Day — the perfect reminder that your future won’t plan itself.
If you’re between 35–55, you’re in the busiest stage of life: raising a family, building your career, paying down debt, and starting to seriously think about retirement. The decisions you make today can shape your financial freedom tomorrow.
That’s where I come in. As a financial planner, I help you:
✅ Build a roadmap to retirement
✅ Protect your family from the unexpected
✅ Make sure your investments align with your goals
✅ Reduce financial stress so you can focus on living life
📅 It’s never too early — or too late — to take control of your financial future.
👉 Let’s talk about your next chapter. Send me a message to get started.
#WorldFinancialPlanningDay #FinancialFreedom #PlanForTomorrow
If you’re between 35–55, you’re in the busiest stage of life: raising a family, building your career, paying down debt, and starting to seriously think about retirement. The decisions you make today can shape your financial freedom tomorrow.
That’s where I come in. As a financial planner, I help you:
✅ Build a roadmap to retirement
✅ Protect your family from the unexpected
✅ Make sure your investments align with your goals
✅ Reduce financial stress so you can focus on living life
📅 It’s never too early — or too late — to take control of your financial future.
👉 Let’s talk about your next chapter. Send me a message to get started.
#WorldFinancialPlanningDay #FinancialFreedom #PlanForTomorrow
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
This week I had the honour of being presented with the FP Canada Emerging Leader Award. This award recognizes Financial Planners who have made outstanding contributions to the financial planning profession while also being leaders in their organizations and communities.
As a Financial Planner, I feel that it is my duty to educate my clients so that they can make informed decisions and have an understanding of why certain strategies are implemented within their financial plan. This award highlights the work I am already doing for you as my clients. Thank you FP Canada for recognizing me for this award and I look forward to continuing to grow the Financial Planning profession throughout Canada!
As a Financial Planner, I feel that it is my duty to educate my clients so that they can make informed decisions and have an understanding of why certain strategies are implemented within their financial plan. This award highlights the work I am already doing for you as my clients. Thank you FP Canada for recognizing me for this award and I look forward to continuing to grow the Financial Planning profession throughout Canada!
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
10 Snacks That Can Help Lower Your Cholesterol Naturally
Enjoying foods like berries, chia seeds, low-fat dairy, beans, avocados, and nuts as snacks may help lower your cholesterol.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Bank of Canada cuts interest rates to combat slowing economy - MoneySense
The Bank of Canada lowers its interest rate to 2.5%, aiming to boost growth amid economic weakness, with more cuts possible depending on inflation and trade.
Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
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