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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.
The experience and values behind my work
Over the past 16+ years in financial services, I've built my practice around five core values: honesty, integrity, professionalism, confidentiality, and a client-first approach.
Here I share a little about my path into financial planning and the principles that continue to guide the way I work with clients today.
Here I share a little about my path into financial planning and the principles that continue to guide the way I work with clients today.
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Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.
https://advisor.sunlife.ca/desmond.nwaerondu/
https://advisor.sunlife.ca/desmond.nwaerondu/
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/desmond.nwaerondu/
It's never too early to start. When kids learn about money young, they make smarter choices later. 💡
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/desmond.nwaerondu/
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/desmond.nwaerondu/
What to do when stock market values are down
When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves with their money. Here are a few things to consider before you act. https://www.sunlife.ca/en/investments/what-do-you-do-when-the-stock-market-goes-down/
Let me know how I can help. https://advisor.sunlife.ca/desmond.nwaerondu/
Let me know how I can help. https://advisor.sunlife.ca/desmond.nwaerondu/
Saving is just one part of the retirement equation. Having a strategy to turn those savings into reliable income can help you maintain your lifestyle over time. Let’s map out a clear path to your dream retirement. https://advisor.sunlife.ca/desmond.nwaerondu/
Wondering what uncertain times mean for you and your money?
You can’t control the markets — but you can control your strategy, habits and mindset. Explore practical methods to stay on track. https://www.sunlife.ca/en/investments/market-volatility/
Let me know how I can help!
https://advisor.sunlife.ca/desmond.nwaerondu/
Let me know how I can help!
https://advisor.sunlife.ca/desmond.nwaerondu/
How much money do you need to retire?
Retirement planning isn't based on one universal number. With a clear picture of where you are today, we can help you better understand what your retirement could look like, and what steps may help you get there.
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How to build your emergency fund
You can’t predict the next market shift — but you can prepare for it. An emergency fund can help you stay confident during uncertain times. Let’s chat about solutions that could work for you. 👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-build-your-emergency-fund/
https://advisor.sunlife.ca/desmond.nwaerondu/
https://advisor.sunlife.ca/desmond.nwaerondu/
Why 55 Needs To Be The New Normal Goal For Retirement
Discover why age 55 should be your new "work-optional" retirement goal. Learn financial strategies to protect your wealth while maximizing your healthiest years.https://advisor.sunlife.ca/desmond.nwaerondu/
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/desmond.nwaerondu/
Canadians over 65 more worried about climate change than youth, StatCan says - National | Globalnews.ca
Canadians are worried about climate change, with those over 65 among the most concerned, Statistics Canada said, as large swathes of the country are reeling from higher-than-normal temperatures.
https://advisor.sunlife.ca/desmond.nwaerondu/
https://advisor.sunlife.ca/desmond.nwaerondu/
How often should we meet?
How often should you meet with your financial advisor?
For many people, an annual review is a good starting point, but your financial plan your financial plan should also be revisited whenever life changes. A marriage, divorce, new home, birth, death, career change, or other major milestone can all affect your priorities and financial needs.
Regular check-ins help ensure your plan continues to reflect where you are today—and where you want to go next.
https://advisor.sunlife.ca/desmond.nwaerondu/
For many people, an annual review is a good starting point, but your financial plan your financial plan should also be revisited whenever life changes. A marriage, divorce, new home, birth, death, career change, or other major milestone can all affect your priorities and financial needs.
Regular check-ins help ensure your plan continues to reflect where you are today—and where you want to go next.
https://advisor.sunlife.ca/desmond.nwaerondu/
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RRSP or TFSA? Company pension? Ways to save for retirement
Access helpful resources on financial knowledge developed by professionals in the industry.
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.
https://advisor.sunlife.ca/desmond.nwaerondu/
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.
https://advisor.sunlife.ca/desmond.nwaerondu/
It's never too late to improve your brain health with this one habit, a new study reveals, as 94-year-olds show progress
The study looked at the impact of brain training activities and healthy habits on the brain health of participants 19 to 94 years old.https://advisor.sunlife.ca/desmond.nwaerondu/
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
https://advisor.sunlife.ca/desmond.nwaerondu/
https://advisor.sunlife.ca/desmond.nwaerondu/
Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap. https://advisor.sunlife.ca/desmond.nwaerondu/
Ease into retirement with Sun Life One Plan
Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://advisor.sunlife.ca/desmond.nwaerondu/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
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Wedding season is full of exciting milestones — and it’s a great time to think about what comes next. From combining finances to setting shared priorities, having the right conversations early can make a difference.
If you’d like to talk through your next steps together, let’s connect. https://advisor.sunlife.ca/desmond.nwaerondu/
If you’d like to talk through your next steps together, let’s connect. https://advisor.sunlife.ca/desmond.nwaerondu/
The Surprising Link Between Concussions & Longevity
BEHIND THE BEAUTY and drama unfolding during the World Cup—and the sport of soccer in general—is a growing and increasingly uncomfortable conversation about what sports-related concussions could be doing to the brain over time.https://advisor.sunlife.ca/desmond.nwaerondu/
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.