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No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
🌟 好消息！在3月31日前，将您的定期人寿保险转换为永久保险，或延长定期保险的期限，最多可节省25%。抓住这个限时优惠，为您家庭的未来保驾护航。#人寿保险
🌟 好消息！在3月31日前，将您的定期人寿保险转换为永久保险，或延长定期保险的期限，最多可节省25%。抓住这个限时优惠，为您家庭的未来保驾护航。#人寿保险
Millennial money expert has 5 tips for anyone who feels financially 'inadequate'
Millennial money expert has 5 tips for anyone who feels financially 'inadequate'
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Twelve tips to lower your 2024 tax bill
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
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.
Your Role in Financial Success: How to Partner With Your Advisor | CI Global Asset Management
Empower yourself with easy-to-understand resources and learn more about the financial 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.
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
What markets may hold for global equity in 2025
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
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.
Now retired, how do we withdraw funds without running out of money?
Now retired, how do we withdraw funds without running out of money?
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap
Posthaste: Why a weak Canadian dollar won't stop the Bank of Canada from cutting rates
Posthaste: Why a weak Canadian dollar won't stop the Bank of Canada from cutting rates
Happy year of the Snake! We wish you and your family good health, happiness and prosperity!
Happy year of the Snake! We wish you and your family good health, happiness and prosperity!
Happy year of the Snake! We wish you and your family good health, happiness and prosperity!
Happy year of the Snake! We wish you and your family good health, happiness and prosperity!
How Donald Trump's tariff war could hit Canadians' wallets
How Donald Trump's tariff war could hit Canadians' wallets
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