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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.
Nearly 40% of new Canadians are considering moving due to housing costs
Alberta is the preferred destination among those who want to move but stay in Canada.
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.
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.
Could ‘young age security’ and investing accounts for babies help close the generational wealth gap?
Could ‘young age security’ and investing accounts for babies help close the generational wealth gap?
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
To help stem the tide, the Canadian Securities Administrators (CSA) is calling on registered financial advisors to request clients provide a Trusted Contact Person (TCP) to contact if they have concerns about a client’s ability to make financial decisions, or if advisors suspect a client is being exploited.
Join the Financial Solutions for Kids (of all ages) webinar to learn about protection solutions for children.
Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g
Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g
Join the Financial Solutions for Kids (of all ages) webinar to learn about protection solutions for children.
Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g
Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g
Limited time bundle offer! Give kids of all ages in your life a head start on their financial future. Until December 31, take advantage of Sun Life’s Fall Protection Bundle offer. When you buy multiple insurance products at the same time, you may be eligible to receive the equivalent of 2 or 3 months of the premiums for one or more of these products.*
*The premium discount will be reflected in the terms of the policy or policies receiving the premium discount. Other conditions apply, contact me for details.
*The premium discount will be reflected in the terms of the policy or policies receiving the premium discount. Other conditions apply, contact me for details.
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Inflation expected to drop in July, giving Bank of Canada more ammo to cut at its next meeting
The Bank of Canada is expected to cut its policy rate at its next meeting in September, something that will become even more likely if economists’ predictions that inflation continued to cool last month come true.
Take advantage of the Fall protection bundle offer by December 31. Help protect your business from the unexpected. You may be able to save when you layer two or more Sun Life insurance solutions. Let’s discuss how we can help you feel more secure.
Certain terms and conditions may apply.
Certain terms and conditions may apply.
Take advantage of the Fall protection bundle offer by December 31. Help protect your business from the unexpected. You may be able to save when you layer two or more Sun Life insurance solutions. Let’s discuss how we can help you feel more secure.
Certain terms and conditions may apply.
Certain terms and conditions may apply.
Canadians want a ‘more personal relationship’ with financial institutions amid financial stress: Survey
Canadians want a ‘more personal relationship’ with financial institutions amid financial stress
Hard earned truth: These are the five cognitive biases that you should fear most
Overconfidence, loss aversion and the fear of missing out will put your investing returns at risk.
Rising number of millionaires fuels global wealth bounceback: Here’s how Canada stacks up
Canada ranked among the top 10 countries for both average and median wealth
Grandparents do the right thing to care for grandkids, but delay retirement
Grandparents do the right thing to care for grandkids, but delay retirement
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Do you know what types of insurance makes sense for your family? Often, you may need more than one type of coverage. Now is a great time to book a conversation with me to find out! Our limited-time protection bundle offer can help you save.
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
It’s Sun Life’s Culture of Caring week. I’d like to take the time to express my thanks to all the Clients I’ve worked with. Thanks for trusting me with planning and protecting your future.
Can I afford to help my child buy a home?
Need content to better understand the financial landscape? I have valuable resources for you.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The gender health gap and its impact on working women in Canada | Benefits Canada.com
The gender health gap and its impact on working women in Canada
The Fall protection bundle offer is here for a limited time only! It’s a great time to bundle up and help protect your business from the unexpected. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your business and save.
Certain terms and conditions may apply.
Certain terms and conditions may apply.
The Fall protection bundle offer is here for a limited time only! It’s a great time to bundle up and help protect your business from the unexpected. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your business and save.
Certain terms and conditions may apply.
Certain terms and conditions may apply.
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