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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.
As wealth grows, financial priorities often become more complex.
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Back-to-school season is more than new routines — it’s a chance to reset and plan ahead. 📚🎒✏️
From education savings to protecting what matters most, this can be a good time to check in on your financial priorities. Let’s connect to help keep your goals on track this year. https://advisor.sunlife.ca/desmond.nwaerondu/
From education savings to protecting what matters most, this can be a good time to check in on your financial priorities. Let’s connect to help keep your goals on track this year. https://advisor.sunlife.ca/desmond.nwaerondu/
Want your money to work for your family's future? 💰
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/desmond.nwaerondu/
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/desmond.nwaerondu/
Meet Rebecca, Advisor Assistant at Tusk Financial Services
Meet Rebecca, an Advisor Assistant here at Tusk Financial Services.
Rebecca has been an integral part of our team for nearly four years, helping support both our clients and our practice. In this video she shares a little more about herself and what she enjoys most about being part of the Tusk team.
Rebecca has been an integral part of our team for nearly four years, helping support both our clients and our practice. In this video she shares a little more about herself and what she enjoys most about being part of the Tusk team.
Watch video
Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.
What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇
https://advisor.sunlife.ca/desmond.nwaerondu/
What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇
https://advisor.sunlife.ca/desmond.nwaerondu/
What is your financial personality type? 💸
When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/desmond.nwaerondu/
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/desmond.nwaerondu/
Canada posts monster jobs gain in July, unemployment rate hits two-year low
Canada's economy added far more jobs in July than expected and the unemployment rate dropped to a two-year low, data showed on Friday, in another sign the economy is coping with U.S. tariffs and international tensions.
https://advisor.sunlife.ca/desmond.nwaerondu/
https://advisor.sunlife.ca/desmond.nwaerondu/
This Week’s Top Stories: Canada’s GDP Boosted By Fictitious Rents, Population Revisions and Jobs - Better Dwelling
Time for your cheat sheet on this week's top stories. Canadian Real Estate. Canada's Fake GDP Growth: Fictitious Rents Add More Than Oil.
https://advisor.sunlife.ca/desmond.nwaerondu/
https://advisor.sunlife.ca/desmond.nwaerondu/
Speaking several languages protects the aging brain: Here's how
Speaking more than one language fluently doesn’t just feel like it deeply changes the brain, it does actually affect the way a person processes information, how ‘agile’ the brain remains throughout life, and it might even improve its resilience following severe illness. Several studies now suggest that bilingualism or multilingualism can help keep the brain young.
https://advisor.sunlife.ca/desmond.nwaerondu/
https://advisor.sunlife.ca/desmond.nwaerondu/
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/
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.