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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.
People don't insure their kids because they expect the worst. They do it to protect their insurability, lock in lower rates, and create future options.
Life insurance on kids is about planning - not fear.
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
Life insurance on kids is about planning - not fear.
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
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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!
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!
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!
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/ethan.kuzek
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/ethan.kuzek
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/ethan.kuzek
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/ethan.kuzek
I can help you plan for the unexpected. Talk to me to find out how critical illness insurance can help.
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
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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/ethan.kuzek
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/ethan.kuzek
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/ethan.kuzek
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/ethan.kuzek
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!
Reach out to start your journey!
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!
Reach out to start your journey!
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
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
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It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future.
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future.
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
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.
Reach out to discuss how we can help you build a brighter future for both you and your company.
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.
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.
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
#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
I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get started!
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get started!
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
After working with Lethbridge families, I see the same 3 financial mistakes over and over.
They're common. They're fixable. But they can be costly if ignored.
If you're raising a family in Southern Alberta, these are small decisions now that can make a massive difference later.
Connect with our team today and let us help you guide your family to a successful financial future!
https://advisor.sunlife.ca/ethan.kuzek/connect/
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
They're common. They're fixable. But they can be costly if ignored.
If you're raising a family in Southern Alberta, these are small decisions now that can make a massive difference later.
Connect with our team today and let us help you guide your family to a successful financial future!
https://advisor.sunlife.ca/ethan.kuzek/connect/
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
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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.
Can’t work = no income
Disability insurance provides monthly income if you’re unable to work due to sickness or injury.
It helps cover everyday expenses and protects your long-term financial plan when the unexpected happens.
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
Disability insurance provides monthly income if you’re unable to work due to sickness or injury.
It helps cover everyday expenses and protects your long-term financial plan when the unexpected happens.
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisorlethbridge #insurancelethbridge #yql
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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/
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/
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/
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/
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/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
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/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
Being your financial advisor isn't just a job - its a privilege! 👏
We love hearing about your milestones, achievements, and all the little or big wins in your life.
It's more than just numbers - it's about you! 🙂
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
We love hearing about your milestones, achievements, and all the little or big wins in your life.
It's more than just numbers - it's about you! 🙂
-
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
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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/ethan.kuzek
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/ethan.kuzek
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/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
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/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.