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Keep up to date with what’s going on. You can browse timely and relevant posts that might be helpful to you.  Check back regularly to see what’s new.

February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/donatina.monaco/
Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://advisor.sunlife.ca/donatina.monaco/
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.

Reach out to start your journey!
Financial advice that fits your needs. Let Sun Life One Plan help.

Financial advice that fits your needs. Let Sun Life One Plan help.

Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ

Take control of your financial future. Reach out today to get started!

#RetirementPlanning #SunLifeOnePlan
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As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.

Reach out to discuss how we can help you build a brighter future for both you and your company.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.

#EducationSavings #RESPTips
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
It's never too late - a huge 50-year study just revealed the key to slowing down ageing

It's never too late - a huge 50-year study just revealed the key to slowing down ageing

There's no way to stop ourselves from getting older, but there are ways to control how well we age and to improve our long-term health.https://advisor.sunlife.ca/donatina.monaco/
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Diabète de type 2: Santé Canada approuve des comprimés de sémaglutide pour réduire les risques cardiovasculaires

Diabète de type 2: Santé Canada approuve des comprimés de sémaglutide pour réduire les risques cardiovasculaires

Santé Canada a approuvé, lundi, des comprimés de sémaglutide pour la réduction du risque d’évènements cardiovasculaires indésirables majeurs (ÉCIM), dont les décès d’origine cardiovasculaire, les infarctus du myocarde non mortels ou les AVC non mortels, chez les adultes atteints de diabète de type 2.
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Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.

Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Rentes dynamiques : le cadre réglementaire est maintenant adopté | Finance et Investissement

Rentes dynamiques : le cadre réglementaire est maintenant adopté | Finance et Investissement

Le budget fédéral de 2019 proposait deux nouvelles solutions de décaissement aux Canadiens : les rentes viagères différées à un âge avancé (RVDAA) et les rentes viagères à paiements variables (RVPV). La première solution, la RVDAA, est actuellement disponible même si l’offre demeure très (très) limitée. Pour la seconde option, Québec a adopté, en décembre dernier, le règlement qui permettra la mise en place de RVPV. On remarquera que l’appellation Rentes dynamiques tend à remplacer de plus en plus l’appellation RVPV, c’est cette première appellation que nous utiliserons ci-après.https://advisor.sunlife.ca/donatina.monaco/
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It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.

https://advisor.sunlife.ca/donatina.monaco/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/donatina.monaco/
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.

https://advisor.sunlife.ca/donatina.monaco/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.

https://advisor.sunlife.ca/donatina.monaco/
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/donatina.monaco/
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

https://advisor.sunlife.ca/donatina.monaco/
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!

https://advisor.sunlife.ca/donatina.monaco/

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