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.
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
True wealth isn’t just about earning money. It’s about keeping it.
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/diane.guo
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/diane.guo
True wealth isn’t just about earning money. It’s about keeping it.
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/diane.guo
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/diane.guo
Investing 101 for Beginners | How to Start | Wealthsimple
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.wealthsimple.com/en-ca/learn/investing-basics#things_to_consider_before_investing
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://www.wealthsimple.com/en-ca/learn/investing-basics#things_to_consider_before_investing
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.
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/diane.guo
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/diane.guo
When it comes to your portfolio, you don’t have to choose between growth and stability.
Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.
For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://advisor.sunlife.ca/diane.guo
Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.
For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://advisor.sunlife.ca/diane.guo
When it comes to your portfolio, you don’t have to choose between growth and stability.
Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.
For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://advisor.sunlife.ca/diane.guo
Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.
For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://advisor.sunlife.ca/diane.guo
为目标而储蓄，并不代表要舍弃快乐。无论您正计划出游、筹办婚礼、开启重要体验，或是迎接人生新篇章，合理的策略都能帮助您有计划地储蓄，同时保持原有的生活节奏。让我们将您的重要规划，转化为切实可行的理财方案
为目标而储蓄，并不代表要舍弃快乐。无论您正计划出游、筹办婚礼、开启重要体验，或是迎接人生新篇章，合理的策略都能帮助您有计划地储蓄，同时保持原有的生活节奏。让我们将您的重要规划，转化为切实可行的理财方案
Emotional Wellness in the Age of TikTok
How to separate out meaningful guidance from misinformation.https://advisor.sunlife.ca/diane.guo
Sleep scientists just calculated how much shut-eye you really need as you age—and it’s not 8 hours
One of the most important things for your health is something most people don’t get enough of—sleep. https://advisor.sunlife.ca/diane.guo
Rheumatologist warns over-50s: 5 everyday habits fast-tracking your joint pain
Living with joint pain? A top rheumatologist explains the everyday habits, from poor sleep to exercise mistakes, silently worsening your osteoarthritis. https://advisor.sunlife.ca/diane.guo
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/diane.guo
https://advisor.sunlife.ca/diane.guo
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/diane.guo
https://advisor.sunlife.ca/diane.guo
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
📈 Myth: Market ups and downs can derail even the best retirement plans.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
📈 Myth: Market ups and downs can derail even the best retirement plans.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/diane.guo
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/diane.guo
When and how should I start drawing on my retirement savings? - MoneySense
There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may leave a bigger estate for your heirs.
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
🔒 Myth: Money in a segregated fund is locked in.
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
🔒 Myth: Money in a segregated fund is locked in.
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
You're building your future – let's help make sure it's protected.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
You're building your future – let's help make sure it's protected.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
The Typical TFSA Balance for Canadians Approaching 60
Discover how the TFSA can be a vital tool for retirement planning. Understand the latest statistics and contribution trends.https://advisor.sunlife.ca/diane.guo
Is There Any Truth to the Exercise Snacking Trend?
Fitting in quick bits of movement during the day can be effective. Research shows it can be a way to stay healthy if you're tight on time! https://advisor.sunlife.ca/diane.guo
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.