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.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Bank of Canada speeds up interest rate cuts in a bid to stimulate the economy. The overnight rate has been reduced by 50 basis points, now at 3.75%. This aggressive approach comes as inflation dips and the economy softens. The Bank aims to encourage spending and economic growth. Analysts anticipate further rate cuts to follow, with a focus on stimulating recovery.
Curious about how these rate cuts could impact you or your mortgage 🏡? Reach out to us for personalized insights and guidance tailored to your financial needs.
Curious about how these rate cuts could impact you or your mortgage 🏡? Reach out to us for personalized insights and guidance tailored to your financial needs.
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
September inflation data ‘solidifies’ a 50-basis-point cut from BoC: economist
September inflation data ‘solidifies’ a 50-basis-point cut from Bank of Canada, economists and experts say. Read more below 👇🏽
Join the Financial Solutions for Kids (of all ages) webinar to learn about protection solutions for children. The webinar is designed to provide the information you need to feel confident about how simple it can be to secure a child’s financial future.
📆: October 18
⏰: 12 p.m. ET
Register here: https://sunlife.co/e30g
📆: October 18
⏰: 12 p.m. ET
Register here: https://sunlife.co/e30g
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
Inflation in Canada Hits 2% Target for First Time Since 2021
Inflation in Canada Hits 2% Target for First Time Since 2021
FP Answers: Which assets require probate and is there any way to reduce these costs?
Probate taxes apply based on where your real estate is located and where you reside at the time of death. It isn’t always mandatory and varies in each jurisdiction. Reducing provincial probate taxes paid by your estate is tax planning.
How will the Bank of Canada’s rate cut impact real estate?
How will the Bank of Canada’s rate cut impact real estate?
Mortgage insurance vs. life insurance: What you need to know
When our team member was purchasing their home, they were looking into their options to buy insurance. They were offered mortgage insurance through their mortgage broker but after looking into the policy details, they opted for life insurance instead.
Check out this article that highlights the differences between mortgage insurance vs. life insurance ⬇️
Have questions? Give us a call today to set up an appointment and we'll look at which option is best for you. 🤝
Check out this article that highlights the differences between mortgage insurance vs. life insurance ⬇️
Have questions? Give us a call today to set up an appointment and we'll look at which option is best for you. 🤝
Young Canadians left jobless amid influx of cheap foreign workers
Youth unemployment at highest level in over a decade outside of COVID-19 pandemic.
Young Canadians left jobless amid influx of cheap foreign workers
Youth unemployment at highest level in over a decade outside of COVID-19 pandemic.
Have questions?
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.