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FINANCIAL PLANNING WEBINAR | Estate and taxes: The essentials

Tuesday, March 17, 12 p.m. ET

While thinking about estate planning, an important consideration is taxation. Understanding these elements will help you create a comprehensive estate plan that protects your assets and ensures your wishes are carried out effectively.

In this webinar you’ll learn more about:
~providing for your loved ones
~the importance of beneficiary designations
~passing on your estate in a tax efficient manner

Register now to secure your spot and take the first step towards a more secure financial future. https://sunlife.zoom.us/webinar/register/1117539908918/WN_f5itsf3UT66-BVHFxaswmA#/registration
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
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/douglas.stroud/

#SunLifeOnePlan
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/douglas.stroud/
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/douglas.stroud/
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/douglas.stroud/
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/douglas.stroud/
Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/douglas.stroud/
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/douglas.stroud/
Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Wishing a happy and prosperous Year of the Horse!

May this new year bring you good energy, swift success, harmony and happiness.

Happy Lunar New Year!
Today, we celebrate families. Whether related by blood or by choice, family is about the connections that sustain us.

Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.

Happy Family Day!
Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/douglas.stroud/

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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