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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.

Myth busting, investment style.



Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.

But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.

Follow along to find out how these funds could benefit your investment portfolio!
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/diane.guo

#SunLifeOnePlan #TFSA #RRSP
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
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As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/diane.guo

#CanadianBusiness #TaxPlanning #IncomeTaxes
每种账户类型都有不同的用途。您的财务规划路线图可以帮助您决定该使用哪种账户——以及在何时使用。让我们根据您的目标来规划供款安排。

#免税储蓄账户#注册退休储蓄计划#财富规划
Diabetes: About 7.5 Hours of Sleep Each Night May Help Lower Your Risk

Diabetes: About 7.5 Hours of Sleep Each Night May Help Lower Your Risk

A recent study shows that getting between 7 to 7.5 hours of sleep may help lower your risk of diabetes. https://advisor.sunlife.ca/diane.guo
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5 Really Good Reasons to Take a Walk in the Cold

5 Really Good Reasons to Take a Walk in the Cold

Not only can you get access to vitamin D in some areas, but cold-weather walks have also been linked to longevity and better mental health.https://advisor.sunlife.ca/diane.guo
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A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/diane.guo

#SunLifeOnePlan
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/diane.guo
Feeling Uneasy About Markets? These 3 Canadian Dividend Stocks Are Built for Times Like These

Feeling Uneasy About Markets? These 3 Canadian Dividend Stocks Are Built for Times Like These

In choppy markets, dividends can steady your nerves by turning volatility into cash you can reinvest.https://advisor.sunlife.ca/diane.guo
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With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Each account type serves a different purpose. Your financial roadmap can help you decide what to use — and when to use it. Let’s map contributions to your goals. https://advisor.sunlife.ca/diane.guo

#TFSA #RRSP #WealthPlanning
We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/diane.guo
Life unfolds in unexpected ways, and we can help you be ready for whatever comes. From small dunks to varsity-level plays, every moment counts.

As the proud life insurance partner of the Toronto Raptors, we know the importance of a solid game plan, on and off the court.

Ready to plan for life? Learn more about our partnership and how we can help protect what matters most: https://www.sunlifehealthyyou.com/
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Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/diane.guo

#SunLifeOnePlan
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife
报税季不仅仅是提交申报表——更重要的是提前做好规划。从 RRSP （注册退休储蓄计划）供款到收入分拆策略，现在就可以采取行动，为明年及未来更好地规划您的财务。

欢迎与我们联系，了解哪些策略最适合您。
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/diane.guo

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