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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.
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
Parents, help secure your kids' future today. Lock in lower premiums and guaranteed coverage with Sun CII for children. Bonus: For a limited time, get 50% off their first year of premiums! Offer ends July 31. #ChildInsurance #PlanningAhead
Parents, help secure your kids' future today. Lock in lower premiums and guaranteed coverage with Sun CII for children. Bonus: For a limited time, get 50% off their first year of premiums! Offer ends July 31. #ChildInsurance #PlanningAhead
Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare for the unexpected and get peace of mind for less. Offer ends July 31. #InsuranceSavings #FamilyProtection
Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare for the unexpected and get peace of mind for less. Offer ends July 31. #InsuranceSavings #FamilyProtection
Lock in lower rates ✓ Guarantee coverage ✓ Secure their future ✓
Help secure your little one's future today. Sun CII for kids locks in lower premiums and guarantees coverage as they grow. Plus, get 50% of their first year's premiums back! Offer ends July 31. #ParentingWin #ChildInsurance
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Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/dynaeastfinancialsolutions/
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/dynaeastfinancialsolutions/
Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
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Today, we celebrate our planet and commit to protecting it for future generations.
Small actions today create a lasting impact tomorrow.
#EarthDay #Sustainability #ResponsibleInvesting
Small actions today create a lasting impact tomorrow.
#EarthDay #Sustainability #ResponsibleInvesting
Today, we celebrate our planet and commit to protecting it for future generations.
Small actions today create a lasting impact tomorrow.
#EarthDay #Sustainability #ResponsibleInvesting
Small actions today create a lasting impact tomorrow.
#EarthDay #Sustainability #ResponsibleInvesting
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.
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.
Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
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
#RetirementStrategy #Retirement #SunLife
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
#RetirementStrategy #Retirement #SunLife
Life is cheering for the same team and then realizing you're on the same team for life
Some things are better when you’re cheering together. 🏀💛
Game day is fun. But building a future together matters even more.
Explore your life insurance options: https://www.sunlifehealthyyou.com/
Game day is fun. But building a future together matters even more.
Explore your life insurance options: https://www.sunlifehealthyyou.com/
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Game on! I’ll be cheering on the Toronto Raptors playing at home today.🏀
Make the right call. Take a few minutes to check your coverage: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Make the right call. Take a few minutes to check your coverage: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Game on! I’ll be cheering on the Toronto Raptors playing at home today.🏀
Make the right call. Take a few minutes to check your coverage: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Make the right call. Take a few minutes to check your coverage: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
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/
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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Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
🌱📚 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
#EducationSavings #RESPTips
🌱📚 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
#EducationSavings #RESPTips
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.