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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.
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
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There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Let's chat about making your family's future as bright as your little one's smile. 😊
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Life happens! Unexpected expenses, job changes, or emergencies that arise. Having an emergency fund gives you peace of mind knowing you're prepared for the unexpected.
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
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With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
⭐Celebration Post⭐
Brenda has officially been promoted to a Service Associate! 🎉
If you've called our office, chances are you've spoken with her and you know just how amazing she is.😊
Join us in congratulating her on this exciting next step.👏
Congrats Brenda!
Brenda has officially been promoted to a Service Associate! 🎉
If you've called our office, chances are you've spoken with her and you know just how amazing she is.😊
Join us in congratulating her on this exciting next step.👏
Congrats Brenda!
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Working with a financial advisor isn't just about managing money - it's about securing your future!
Whether it's planning for retirement, protecting your family, or making smart investments, we're here to guide you every step of the way.
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Whether it's planning for retirement, protecting your family, or making smart investments, we're here to guide you every step of the way.
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
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Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisoryql #lethbridge
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisoryql #lethbridge
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Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
🌾 Meet the Advisor: Ethan Kuzek 🌾
Born and raised in Saskatchewan, Ethan brings small-town values and a strong agricultural background to everything he does. After moving to Alberta 7 years ago, he’s spent nearly 4 years helping clients build confident financial futures.
When he’s not diving into investments (his pride and joy), you’ll find him golfing, cheering on the Edmonton Oilers, spending time with family or soaking up the sun on a beach somewhere warm. Ethan’s happily married to his high school sweetheart, Mckayla, and they share life with their dog, Elvis.
Oh — and if you ever need to win him over? Bring poutine! 🏌️♂️☀️💸
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisoryql #lethbridge
Born and raised in Saskatchewan, Ethan brings small-town values and a strong agricultural background to everything he does. After moving to Alberta 7 years ago, he’s spent nearly 4 years helping clients build confident financial futures.
When he’s not diving into investments (his pride and joy), you’ll find him golfing, cheering on the Edmonton Oilers, spending time with family or soaking up the sun on a beach somewhere warm. Ethan’s happily married to his high school sweetheart, Mckayla, and they share life with their dog, Elvis.
Oh — and if you ever need to win him over? Bring poutine! 🏌️♂️☀️💸
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #financialadvisoryql #lethbridge
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.