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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.
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
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
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.
From love to money: 7 ways to manage finances as a couple like pros
Need content to better understand the financial landscape? I have valuable resources for you.
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.
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.
Crystal Balls and Spreadsheets
Boost your knowledge with this helpful article.
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.
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.
Don’t assume your child will be your caregiver as you age, expert warns
As more Canadians approach retirement age, an expert says it’s important for people to have realistic conversations about where they will live and who will take care of them in their old age, as those decisions are more complicated than they may appear.
Perspectives on climate change and nature
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.
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.
Investing in Your Child's Future
Life insurance can play a crucial role in securing your family's financial future.
Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. and Senior Vice-President, Retail Advice & Solutions, shares her insights on this important topic.
https://www.linkedin.com/pulse/investing-your-childs-future-leader-voice-rowena-chan-tffgc/?trackingId=vZc%2FaofzRIu148CIyccmFg%3D%3D
Discover how life insurance fits into your financial roadmap. Have questions? Reach out to discuss your unique needs.
Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. and Senior Vice-President, Retail Advice & Solutions, shares her insights on this important topic.
https://www.linkedin.com/pulse/investing-your-childs-future-leader-voice-rowena-chan-tffgc/?trackingId=vZc%2FaofzRIu148CIyccmFg%3D%3D
Discover how life insurance fits into your financial roadmap. Have questions? Reach out to discuss your unique needs.
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.
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.
Is buying a home in Canada even worth it or should you just rent? | Urbanized
To rent or to buy a home in Canada? If you’re a millennial living in this country, that may be the big question in your life right now. With the Bank of Canada recently cutting its key interest rate for the third time, and housing prices in some major cities forecasted to decrease sharply by the end of the year, you may be weighing your options. Despite the softening housing market, the cost-of-living crisis persists. So, is it really worth buying a home in Canada, or are there benefits to being a renter? Daily Hive spoke with Thuy Lam, a certified financial planner and money coach based in Toronto. She offers advice-only financial planning, which means that she can remain completely objective because she’s not selling any financial products.
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
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.
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.
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
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.
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
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
How do I get the right personal health insurance?
Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.
Learn more in this article.
Learn more in this article.
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.
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.
When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
您在退休时实际需要的资金有多少？这取决于您的具体情况和个人目标。您是否有房贷要还？您想去旅游吗？ 您的目标由我们来评估，确保您的财务规划助您得偿所愿。
您在退休时实际需要的资金有多少？这取决于您的具体情况和个人目标。您是否有房贷要还？您想去旅游吗？ 您的目标由我们来评估，确保您的财务规划助您得偿所愿。
Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. [I/we] can help you plan for whatever life brings. Email or call to set up your next appointment today.
#LifeInsuranceAwarenessMonth
#LifeInsuranceAwarenessMonth
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