Stay informed
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.
A diabetes diagnosis comes with a lot of questions — including money questions. You’re not alone, and small steps can help bring clarity and confidence. Here are steps you can take to gain peace of mind. https://www.sunlife.ca/en/content/diabetes-and-money-steps-to-financial-clarity-after-your-diagnosis/
A diabetes diagnosis comes with a lot of questions — including money questions. You’re not alone, and small steps can help bring clarity and confidence. Here are steps you can take to gain peace of mind. https://www.sunlife.ca/en/content/diabetes-and-money-steps-to-financial-clarity-after-your-diagnosis/
What’s the difference between critical illness insurance and life insurance?
If you became seriously ill tomorrow, would your financial roadmap still work the way you expected?
Many people understand the importance of life insurance. Fewer understand how critical illness insurance can help support them while they're still here.
Life insurance can help protect the people you love if you're no longer there to provide for them. Critical illness insurance may help provide financial support if you're diagnosed with a covered condition and need time to focus on recovery.
Understanding the difference is an important step toward building a more complete protection strategy.
Learn more about how life insurance and critical illness insurance compare and reach out if you'd like to discuss what makes sense for your situation.
https://www.sunlife.ca/en/health/critical-illness-insurance/critical-illness-insurance-vs-life-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Many people understand the importance of life insurance. Fewer understand how critical illness insurance can help support them while they're still here.
Life insurance can help protect the people you love if you're no longer there to provide for them. Critical illness insurance may help provide financial support if you're diagnosed with a covered condition and need time to focus on recovery.
Understanding the difference is an important step toward building a more complete protection strategy.
Learn more about how life insurance and critical illness insurance compare and reach out if you'd like to discuss what makes sense for your situation.
https://www.sunlife.ca/en/health/critical-illness-insurance/critical-illness-insurance-vs-life-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Maybe you'd finally book that family trip. Maybe you'd spend less time worrying and more time making memories.
A financial roadmap isn't about chasing wealth for the sake of it. It's about giving yourself the confidence to focus on what matters most today while preparing for tomorrow.
Some of life's best moments aren't things you buy. They're moments you're fully present for.
Let's start building your financial roadmap together.
A financial roadmap isn't about chasing wealth for the sake of it. It's about giving yourself the confidence to focus on what matters most today while preparing for tomorrow.
Some of life's best moments aren't things you buy. They're moments you're fully present for.
Let's start building your financial roadmap together.
Maybe you'd finally book that family trip. Maybe you'd spend less time worrying and more time making memories.
A financial roadmap isn't about chasing wealth for the sake of it. It's about giving yourself the confidence to focus on what matters most today while preparing for tomorrow.
Some of life's best moments aren't things you buy. They're moments you're fully present for.
Let's start building your financial roadmap together.
A financial roadmap isn't about chasing wealth for the sake of it. It's about giving yourself the confidence to focus on what matters most today while preparing for tomorrow.
Some of life's best moments aren't things you buy. They're moments you're fully present for.
Let's start building your financial roadmap together.
The Government of Canada released the 2026 Federal Budget on November 5, with new measures aimed at affordability, housing, tax relief and support for Canadian workers and families.
From changes that could help with everyday costs to new housing, tax and benefit measures, there’s a lot to unpack.
Take a look at what’s in Budget 2026 and what some of the changes could mean for you. https://www.sunlife.ca/en/investments/canada-federal-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
If you have questions about how they may relate to your financial goals, let’s connect.
From changes that could help with everyday costs to new housing, tax and benefit measures, there’s a lot to unpack.
Take a look at what’s in Budget 2026 and what some of the changes could mean for you. https://www.sunlife.ca/en/investments/canada-federal-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
If you have questions about how they may relate to your financial goals, let’s connect.
The Government of Canada released the 2026 Federal Budget on November 5, with new measures aimed at affordability, housing, tax relief and support for Canadian workers and families.
From changes that could help with everyday costs to new housing, tax and benefit measures, there’s a lot to unpack.
Take a look at what’s in Budget 2026 and what some of the changes could mean for you. https://www.sunlife.ca/en/investments/canada-federal-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
If you have questions about how they may relate to your financial goals, let’s connect.
From changes that could help with everyday costs to new housing, tax and benefit measures, there’s a lot to unpack.
Take a look at what’s in Budget 2026 and what some of the changes could mean for you. https://www.sunlife.ca/en/investments/canada-federal-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
If you have questions about how they may relate to your financial goals, let’s connect.
Like a successful fall harvest, wealth is built over time through patience, discipline and careful decisions.
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/diane.guo
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/diane.guo
Like a successful fall harvest, wealth is built over time through patience, discipline and careful decisions.
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/diane.guo
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/diane.guo
Women in Canada are building wealth and shaping their financial future, but deserve plans tailored to their unique goals and challenges.
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/diane.guo
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/diane.guo
Women in Canada are building wealth and shaping their financial future, but deserve plans tailored to their unique goals and challenges.
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/diane.guo
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/diane.guo
It's Financial Literacy Month.
Financial confidence isn't built overnight. Small habits like creating a budget, setting savings goals and regularly reviewing your finances can make a big difference over time.
What's one financial goal you're working toward this year?
Financial confidence isn't built overnight. Small habits like creating a budget, setting savings goals and regularly reviewing your finances can make a big difference over time.
What's one financial goal you're working toward this year?
It's Financial Literacy Month.
Financial confidence isn't built overnight. Small habits like creating a budget, setting savings goals and regularly reviewing your finances can make a big difference over time.
What's one financial goal you're working toward this year?
Financial confidence isn't built overnight. Small habits like creating a budget, setting savings goals and regularly reviewing your finances can make a big difference over time.
What's one financial goal you're working toward this year?
1. Pay yourself first: Before paying bills or making purchases, consider setting aside a portion of your income for savings. Even small, consistent contributions can add up over time and help you stay focused on your goals.
2. Know where your money goes: Tracking your spending can help you understand your financial habits and identify opportunities to save. Awareness is often the first step toward building stronger financial confidence.
3. Set goals that matter to you: Whether you're saving for a home, education, travel, retirement, or an unexpected expenses, having a clear goal can help keep you motivated and on track.
4. Think long term: Financial wellness is built over time. Consistent saving and investing habits today can help support the future you envision for yourself and your loved ones.
Looking for support? Get in touch https://advisor.sunlife.ca/diane.guo
2. Know where your money goes: Tracking your spending can help you understand your financial habits and identify opportunities to save. Awareness is often the first step toward building stronger financial confidence.
3. Set goals that matter to you: Whether you're saving for a home, education, travel, retirement, or an unexpected expenses, having a clear goal can help keep you motivated and on track.
4. Think long term: Financial wellness is built over time. Consistent saving and investing habits today can help support the future you envision for yourself and your loved ones.
Looking for support? Get in touch https://advisor.sunlife.ca/diane.guo
1. Pay yourself first: Before paying bills or making purchases, consider setting aside a portion of your income for savings. Even small, consistent contributions can add up over time and help you stay focused on your goals.
2. Know where your money goes: Tracking your spending can help you understand your financial habits and identify opportunities to save. Awareness is often the first step toward building stronger financial confidence.
3. Set goals that matter to you: Whether you're saving for a home, education, travel, retirement, or an unexpected expenses, having a clear goal can help keep you motivated and on track.
4. Think long term: Financial wellness is built over time. Consistent saving and investing habits today can help support the future you envision for yourself and your loved ones.
Looking for support? Get in touch https://advisor.sunlife.ca/diane.guo
2. Know where your money goes: Tracking your spending can help you understand your financial habits and identify opportunities to save. Awareness is often the first step toward building stronger financial confidence.
3. Set goals that matter to you: Whether you're saving for a home, education, travel, retirement, or an unexpected expenses, having a clear goal can help keep you motivated and on track.
4. Think long term: Financial wellness is built over time. Consistent saving and investing habits today can help support the future you envision for yourself and your loved ones.
Looking for support? Get in touch https://advisor.sunlife.ca/diane.guo
As a business owner, there’s a lot to think about when it comes to your long-term success.
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/diane.guo
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/diane.guo
As a business owner, there’s a lot to think about when it comes to your long-term success.
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/diane.guo
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/diane.guo
Ready for a retirement paycheck you can count on?
An annuity helps turn your savings into guaranteed income for life. No surprises. No stress. Just steady support when you need it most.
Let's talk about your retirement roadmap.
An annuity helps turn your savings into guaranteed income for life. No surprises. No stress. Just steady support when you need it most.
Let's talk about your retirement roadmap.
Ready for a retirement paycheck you can count on?
An annuity helps turn your savings into guaranteed income for life. No surprises. No stress. Just steady support when you need it most.
Let's talk about your retirement roadmap.
An annuity helps turn your savings into guaranteed income for life. No surprises. No stress. Just steady support when you need it most.
Let's talk about your retirement roadmap.
What would happen to your family's finances if life took an unexpected turn?
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/diane.guo
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/diane.guo
What would happen to your family's finances if life took an unexpected turn?
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/diane.guo
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/diane.guo
The Daily — Gross domestic product by industry, May 2026
Real gross domestic product expanded 0.3% in May, as both goods-producing and services-producing industries expanded in the month.
Protecting your partnership: a two-step approach.
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
Protecting your partnership: a two-step approach.
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
A critical illness can bring unexpected financial challenges. That's why comprehensive protection matters — for your family and peace of mind.
Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.
For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/diane.guo
*Terms and conditions apply
Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.
For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/diane.guo
*Terms and conditions apply
A critical illness can bring unexpected financial challenges. That's why comprehensive protection matters — for your family and peace of mind.
Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.
For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/diane.guo
*Terms and conditions apply
Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.
For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/diane.guo
*Terms and conditions apply
Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://www.sunlife.ca/en/investments/world-markets-worrying-you-four-questions-to-ask-your-financial-advisor/
Then get in touch to talk! https://advisor.sunlife.ca/diane.guo
Then get in touch to talk! https://advisor.sunlife.ca/diane.guo
Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://www.sunlife.ca/en/investments/world-markets-worrying-you-four-questions-to-ask-your-financial-advisor/
Then get in touch to talk! https://advisor.sunlife.ca/diane.guo
Then get in touch to talk! https://advisor.sunlife.ca/diane.guo
How to create a budget
The holidays are just around the corner, and so are the expenses that come with them.
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Caring for two generations? Don’t lose sight of your own future.
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Caring for two generations? Don’t lose sight of your own future.
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Five things to watch for in the Canadian business world in the coming week
Five things to watch for in the Canadian business world in the coming week: Alberta referendum Albertans vote on Monday on 10 referendum questions including whether or not to hold a binding referendum on the province leaving Canada.
Markets continued to move higher in Q3, with Canadian and U.S. equities reaching new record highs. While investors remain mindful of factors such as inflation, geopolitical tensions and trade disruptions, strong corporate earnings and ongoing economic growth helped support market confidence.
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Markets continued to move higher in Q3, with Canadian and U.S. equities reaching new record highs. While investors remain mindful of factors such as inflation, geopolitical tensions and trade disruptions, strong corporate earnings and ongoing economic growth helped support market confidence.
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Happy Small Business Week!
Behind every small business is a story of passion, determination and hard work.
This week, we celebrate the entrepreneurs who help strengthen our communities and drive innovation across Canada.
Thank you for all that you do.
#SmallBusinessWeek #Entrepreneurship
Behind every small business is a story of passion, determination and hard work.
This week, we celebrate the entrepreneurs who help strengthen our communities and drive innovation across Canada.
Thank you for all that you do.
#SmallBusinessWeek #Entrepreneurship
Happy Small Business Week!
Behind every small business is a story of passion, determination and hard work.
This week, we celebrate the entrepreneurs who help strengthen our communities and drive innovation across Canada.
Thank you for all that you do.
#SmallBusinessWeek #Entrepreneurship
Behind every small business is a story of passion, determination and hard work.
This week, we celebrate the entrepreneurs who help strengthen our communities and drive innovation across Canada.
Thank you for all that you do.
#SmallBusinessWeek #Entrepreneurship
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