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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.
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.
-
#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/
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.
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
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/
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/
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
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
🌾 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/
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/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #disabiltyinsurance #insurancealberta #budgeting
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #disabiltyinsurance #insurancealberta #budgeting
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #disabiltyinsurance #insurancealberta #budgeting
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #disabiltyinsurance #insurancealberta #budgeting
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.
#WealthPreservation #InnovativeFinance
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #disabiltyinsurance #insurancealberta #budgeting
#WealthPreservation #InnovativeFinance
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #disabiltyinsurance #insurancealberta #budgeting
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.
#WealthPreservation #InnovativeFinance
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #disabiltyinsurance #insurancealberta #budgeting
#WealthPreservation #InnovativeFinance
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #disabiltyinsurance #insurancealberta #budgeting
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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Having a financial structure in your life is more important than just numbers on a spreadsheet - it's about creating stability, clarity, and direction.
When you have a plan in place, you're not just reacting to money, you're guiding it with purpose.
Structure allows you to prepare for the unexpected, invest in your goals, and build peace of mind for the future.
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
When you have a plan in place, you're not just reacting to money, you're guiding it with purpose.
Structure allows you to prepare for the unexpected, invest in your goals, and build peace of mind for the future.
-
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
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Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
How do I get the right personal health insurance?
Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.
Learn more in this article.
Learn more in this article.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.