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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.
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
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
Financial freedom means having control over your money, not letting money control you!💪
Plan, protect, and invest in your future - your freedom is worth it. 😁
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Plan, protect, and invest in your future - your freedom is worth it. 😁
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
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Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/ethan.kuzek
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/ethan.kuzek
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/ethan.kuzek
https://advisor.sunlife.ca/ethan.kuzek
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/ethan.kuzek
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/ethan.kuzek
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Life insurance is a simply way to protect the people you love.
It provides financial support if something unexpected happens, helping cover expenses, debt, or future plans.
The right policy is tailored to you needs and goals - let's see what works for you!
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
It provides financial support if something unexpected happens, helping cover expenses, debt, or future plans.
The right policy is tailored to you needs and goals - let's see what works for you!
-
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
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Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/ethan.kuzek
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/ethan.kuzek
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/ethan.kuzek
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/ethan.kuzek
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/ethan.kuzek
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/ethan.kuzek
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/ethan.kuzek
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/ethan.kuzek
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/ethan.kuzek
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/ethan.kuzek
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/ethan.kuzek
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/ethan.kuzek
Your feedback means the world to us!
If you've enjoyed the services from our team, we'd be so grateful if you shared your experience.
Leave us a review on Google - it truly helps us grow and serve you better!
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#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
If you've enjoyed the services from our team, we'd be so grateful if you shared your experience.
Leave us a review on Google - it truly helps us grow and serve you better!
-
#financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
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As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/ethan.kuzek
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/ethan.kuzek
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/ethan.kuzek
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/ethan.kuzek
Estate planning is important and choosing the right executor is a crucial step in the process.
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap #financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap #financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Estate planning is important and choosing the right executor is a crucial step in the process.
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap #financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap #financialadvisor #finance #financelethbridge #protectyourself #retirementplanning #TFSA #RRSP #criticalillness #lifeinsurance #disabiltyinsurance #insurancealberta #budgeting #insurancelethbridge #yql
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Have questions?
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