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Even the word "budget" can be a trigger for some.
It can feel restricting or like you don't have money to spend but that doesn't need to be the case. Planning is everything and if you need help starting, that's where we can come in.
How do you budget? Let us know!
It can feel restricting or like you don't have money to spend but that doesn't need to be the case. Planning is everything and if you need help starting, that's where we can come in.
How do you budget? Let us know!
Watch video
We meet people who have spent decades maximizing RRSP contributions, yet they’ve never thought about how they’ll withdraw that money. That’s where retirement planning creates value. The years before mandatory RRIF withdrawals can be some of the most valuable tax planning years of your life.
Let us guide you through the process. Visit our website to get in touch with our team
Let us guide you through the process. Visit our website to get in touch with our team
We meet people who have spent decades maximizing RRSP contributions, yet they’ve never thought about how they’ll withdraw that money. That’s where retirement planning creates value. The years before mandatory RRIF withdrawals can be some of the most valuable tax planning years of your life.
Let us guide you through the process. Visit our website to get in touch with our team
Let us guide you through the process. Visit our website to get in touch with our team
Meet Kimberli Grant! 👋
Kimberli has been a valued member of our team for nearly 18 years, serving as an Advisor Assistant and helping keep everything running smoothly behind the scenes. From keeping files organized to making sure every detail is in order, Kimberli thrives in the details and brings calm and structure to even the busiest days — helping our advisors focus on what they do best.
One of Kimberli’s favourite parts of working with our office is being encouraged to lean into her strengths and truly own her role. Her dedication, organization, and steady support make her an incredibly important part of our team. Outside of work, Kimberli enjoys spending time with her husband, James.
We are so grateful to have Kimberli with our office, and love hearing her laughter down the hall!
Kimberli has been a valued member of our team for nearly 18 years, serving as an Advisor Assistant and helping keep everything running smoothly behind the scenes. From keeping files organized to making sure every detail is in order, Kimberli thrives in the details and brings calm and structure to even the busiest days — helping our advisors focus on what they do best.
One of Kimberli’s favourite parts of working with our office is being encouraged to lean into her strengths and truly own her role. Her dedication, organization, and steady support make her an incredibly important part of our team. Outside of work, Kimberli enjoys spending time with her husband, James.
We are so grateful to have Kimberli with our office, and love hearing her laughter down the hall!
Meet Kimberli Grant! 👋
Kimberli has been a valued member of our team for nearly 18 years, serving as an Advisor Assistant and helping keep everything running smoothly behind the scenes. From keeping files organized to making sure every detail is in order, Kimberli thrives in the details and brings calm and structure to even the busiest days — helping our advisors focus on what they do best.
One of Kimberli’s favourite parts of working with our office is being encouraged to lean into her strengths and truly own her role. Her dedication, organization, and steady support make her an incredibly important part of our team. Outside of work, Kimberli enjoys spending time with her husband, James.
We are so grateful to have Kimberli with our office, and love hearing her laughter down the hall!
Kimberli has been a valued member of our team for nearly 18 years, serving as an Advisor Assistant and helping keep everything running smoothly behind the scenes. From keeping files organized to making sure every detail is in order, Kimberli thrives in the details and brings calm and structure to even the busiest days — helping our advisors focus on what they do best.
One of Kimberli’s favourite parts of working with our office is being encouraged to lean into her strengths and truly own her role. Her dedication, organization, and steady support make her an incredibly important part of our team. Outside of work, Kimberli enjoys spending time with her husband, James.
We are so grateful to have Kimberli with our office, and love hearing her laughter down the hall!
Meet Stacy Pye! 👋
Stacy has been a valued part of our team for the past two years as the welcoming face of our office. As our receptionist, she is often the first person our Clients connect with, while also working hard behind the scenes to help our team stay prepared for appointments and deliver a smooth Client experience.
Stacy loves helping make life easier for everyone around her and enjoys seeing Clients leave our office happy and supported.
Outside of work, Stacy enjoys spending time with her spouse Jason, her family, and making special memories at rodeos with her eldest granddaughter.
We’re so grateful to have Stacy as part of our team!
Stacy has been a valued part of our team for the past two years as the welcoming face of our office. As our receptionist, she is often the first person our Clients connect with, while also working hard behind the scenes to help our team stay prepared for appointments and deliver a smooth Client experience.
Stacy loves helping make life easier for everyone around her and enjoys seeing Clients leave our office happy and supported.
Outside of work, Stacy enjoys spending time with her spouse Jason, her family, and making special memories at rodeos with her eldest granddaughter.
We’re so grateful to have Stacy as part of our team!
Meet Stacy Pye! 👋
Stacy has been a valued part of our team for the past two years as the welcoming face of our office. As our receptionist, she is often the first person our Clients connect with, while also working hard behind the scenes to help our team stay prepared for appointments and deliver a smooth Client experience.
Stacy loves helping make life easier for everyone around her and enjoys seeing Clients leave our office happy and supported.
Outside of work, Stacy enjoys spending time with her spouse Jason, her family, and making special memories at rodeos with her eldest granddaughter.
We’re so grateful to have Stacy as part of our team!
Stacy has been a valued part of our team for the past two years as the welcoming face of our office. As our receptionist, she is often the first person our Clients connect with, while also working hard behind the scenes to help our team stay prepared for appointments and deliver a smooth Client experience.
Stacy loves helping make life easier for everyone around her and enjoys seeing Clients leave our office happy and supported.
Outside of work, Stacy enjoys spending time with her spouse Jason, her family, and making special memories at rodeos with her eldest granddaughter.
We’re so grateful to have Stacy as part of our team!
TFSA vs RRSP…what’s the difference?
A TFSA lets your money grow tax-free, and you can withdraw anytime without paying tax.
An RRSP gives you a tax break now, but you’ll pay tax when you withdraw later.
Both are powerful, it just depends on your goals
A TFSA lets your money grow tax-free, and you can withdraw anytime without paying tax.
An RRSP gives you a tax break now, but you’ll pay tax when you withdraw later.
Both are powerful, it just depends on your goals
Watch video
How can we help you?
It starts with a plan.
Using Sun Life’s One Plan, we take a full picture of where you are today—then map out what your future could look like. From there, we introduce strategies and solutions designed to help you move forward with confidence and clarity.
Your goals matter.
Let’s build a plan to get you there. 💛
It starts with a plan.
Using Sun Life’s One Plan, we take a full picture of where you are today—then map out what your future could look like. From there, we introduce strategies and solutions designed to help you move forward with confidence and clarity.
Your goals matter.
Let’s build a plan to get you there. 💛
How can we help you?
It starts with a plan.
Using Sun Life’s One Plan, we take a full picture of where you are today—then map out what your future could look like. From there, we introduce strategies and solutions designed to help you move forward with confidence and clarity.
Your goals matter.
Let’s build a plan to get you there. 💛
It starts with a plan.
Using Sun Life’s One Plan, we take a full picture of where you are today—then map out what your future could look like. From there, we introduce strategies and solutions designed to help you move forward with confidence and clarity.
Your goals matter.
Let’s build a plan to get you there. 💛
What we do in our community is about more than policies, it’s about people and the community we’re proud to be part of.
We’re grateful to support organizations making a meaningful impact:
• Women’s Resource
Centre
• North Peace
Fall Fair
• North Peace
Pregnancy Care Centre
• FSJ Hospital
Foundation
Protecting what matters most also means giving back where it counts. 💛
We’re grateful to support organizations making a meaningful impact:
• Women’s Resource
Centre
• North Peace
Fall Fair
• North Peace
Pregnancy Care Centre
• FSJ Hospital
Foundation
Protecting what matters most also means giving back where it counts. 💛
What we do in our community is about more than policies, it’s about people and the community we’re proud to be part of.
We’re grateful to support organizations making a meaningful impact:
• Women’s Resource
Centre
• North Peace
Fall Fair
• North Peace
Pregnancy Care Centre
• FSJ Hospital
Foundation
Protecting what matters most also means giving back where it counts. 💛
We’re grateful to support organizations making a meaningful impact:
• Women’s Resource
Centre
• North Peace
Fall Fair
• North Peace
Pregnancy Care Centre
• FSJ Hospital
Foundation
Protecting what matters most also means giving back where it counts. 💛
Meet Merin Johnny! 👋
Merin is a valued member of the First Choice team, who just celebrated her two years on May 13th! As a processor, she loves working behind the scenes to help keep things organized and accurate, so our day-to-day operations run smoothly. Many of our clients may recognize her from phone calls or emails, coordinating information and signatures along the way.
Outside of work she enjoys travelling with her husband Agnal, spending time with friends, and spoiling her puppy, Mochi.
We’re grateful to have Merin on the team!
Merin is a valued member of the First Choice team, who just celebrated her two years on May 13th! As a processor, she loves working behind the scenes to help keep things organized and accurate, so our day-to-day operations run smoothly. Many of our clients may recognize her from phone calls or emails, coordinating information and signatures along the way.
Outside of work she enjoys travelling with her husband Agnal, spending time with friends, and spoiling her puppy, Mochi.
We’re grateful to have Merin on the team!
Meet Merin Johnny! 👋
Merin is a valued member of the First Choice team, who just celebrated her two years on May 13th! As a processor, she loves working behind the scenes to help keep things organized and accurate, so our day-to-day operations run smoothly. Many of our clients may recognize her from phone calls or emails, coordinating information and signatures along the way.
Outside of work she enjoys travelling with her husband Agnal, spending time with friends, and spoiling her puppy, Mochi.
We’re grateful to have Merin on the team!
Merin is a valued member of the First Choice team, who just celebrated her two years on May 13th! As a processor, she loves working behind the scenes to help keep things organized and accurate, so our day-to-day operations run smoothly. Many of our clients may recognize her from phone calls or emails, coordinating information and signatures along the way.
Outside of work she enjoys travelling with her husband Agnal, spending time with friends, and spoiling her puppy, Mochi.
We’re grateful to have Merin on the team!
Your goals matter. Let’s build a plan to help you achieve them.
Whether you’re planning for the short term or building long-term financial security, we’re here to support you every step of the way.
We work with you to understand your goals, create a personalized strategy, and adjust along the way as life evolves. From saving and investing to protecting what matters most and planning for retirement.
Getting started is simple! Reach out to our office to book a consultation, and we’ll take it from there.
(250) 785-7575
fci@sunlife.com
Whether you’re planning for the short term or building long-term financial security, we’re here to support you every step of the way.
We work with you to understand your goals, create a personalized strategy, and adjust along the way as life evolves. From saving and investing to protecting what matters most and planning for retirement.
Getting started is simple! Reach out to our office to book a consultation, and we’ll take it from there.
(250) 785-7575
fci@sunlife.com
Your goals matter. Let’s build a plan to help you achieve them.
Whether you’re planning for the short term or building long-term financial security, we’re here to support you every step of the way.
We work with you to understand your goals, create a personalized strategy, and adjust along the way as life evolves. From saving and investing to protecting what matters most and planning for retirement.
Getting started is simple! Reach out to our office to book a consultation, and we’ll take it from there.
(250) 785-7575
fci@sunlife.com
Whether you’re planning for the short term or building long-term financial security, we’re here to support you every step of the way.
We work with you to understand your goals, create a personalized strategy, and adjust along the way as life evolves. From saving and investing to protecting what matters most and planning for retirement.
Getting started is simple! Reach out to our office to book a consultation, and we’ll take it from there.
(250) 785-7575
fci@sunlife.com
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
No two financial journeys look the same… and that’s exactly why we don’t believe in one-size-fits-all solutions.
We offer a full range of services designed to support you through every stage of life, whether you’re just getting started or planning your legacy.
From simple budgeting to more complex financial strategies, we work with you to create a plan that evolves as your life does, helping you feel confident in both the short term and the long term.
At the end of the day, it’s not just about products, it’s about building a strategy that fits your life, your goals, and your future.
We offer a full range of services designed to support you through every stage of life, whether you’re just getting started or planning your legacy.
From simple budgeting to more complex financial strategies, we work with you to create a plan that evolves as your life does, helping you feel confident in both the short term and the long term.
At the end of the day, it’s not just about products, it’s about building a strategy that fits your life, your goals, and your future.
No two financial journeys look the same… and that’s exactly why we don’t believe in one-size-fits-all solutions.
We offer a full range of services designed to support you through every stage of life, whether you’re just getting started or planning your legacy.
From simple budgeting to more complex financial strategies, we work with you to create a plan that evolves as your life does, helping you feel confident in both the short term and the long term.
At the end of the day, it’s not just about products, it’s about building a strategy that fits your life, your goals, and your future.
We offer a full range of services designed to support you through every stage of life, whether you’re just getting started or planning your legacy.
From simple budgeting to more complex financial strategies, we work with you to create a plan that evolves as your life does, helping you feel confident in both the short term and the long term.
At the end of the day, it’s not just about products, it’s about building a strategy that fits your life, your goals, and your future.
Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/fci/
Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/fci/
Yes, we take your finances seriously—but ourselves? Not always. Step into our office and you’ll hear laughter before anything else.
For over 25 years, we’ve worked alongside successful families, business owners, and professionals helping them navigate pivotal financial decisions with clarity and confidence.
From complex wealth structures and business exits to tax-efficient investing and intergenerational planning, our focus is simple: protect what you’ve built and position it to last.
Our vision is clear: To be your family’s financial partner, not just for today, but for decades to come.
Whether you’re scaling a business, preparing for liquidity, or thinking about how wealth will impact your children and grandchildren, we take the time to understand the full picture, then build a strategy around it.
We don’t believe in off-the-shelf solutions.
We believe in thoughtful planning, proactive advice, and long-term relationships.
True wealth isn’t just about accumulation, it’s about stewardship, intention, and legacy.
For over 25 years, we’ve worked alongside successful families, business owners, and professionals helping them navigate pivotal financial decisions with clarity and confidence.
From complex wealth structures and business exits to tax-efficient investing and intergenerational planning, our focus is simple: protect what you’ve built and position it to last.
Our vision is clear: To be your family’s financial partner, not just for today, but for decades to come.
Whether you’re scaling a business, preparing for liquidity, or thinking about how wealth will impact your children and grandchildren, we take the time to understand the full picture, then build a strategy around it.
We don’t believe in off-the-shelf solutions.
We believe in thoughtful planning, proactive advice, and long-term relationships.
True wealth isn’t just about accumulation, it’s about stewardship, intention, and legacy.
Yes, we take your finances seriously—but ourselves? Not always. Step into our office and you’ll hear laughter before anything else.
For over 25 years, we’ve worked alongside successful families, business owners, and professionals helping them navigate pivotal financial decisions with clarity and confidence.
From complex wealth structures and business exits to tax-efficient investing and intergenerational planning, our focus is simple: protect what you’ve built and position it to last.
Our vision is clear: To be your family’s financial partner, not just for today, but for decades to come.
Whether you’re scaling a business, preparing for liquidity, or thinking about how wealth will impact your children and grandchildren, we take the time to understand the full picture, then build a strategy around it.
We don’t believe in off-the-shelf solutions.
We believe in thoughtful planning, proactive advice, and long-term relationships.
True wealth isn’t just about accumulation, it’s about stewardship, intention, and legacy.
For over 25 years, we’ve worked alongside successful families, business owners, and professionals helping them navigate pivotal financial decisions with clarity and confidence.
From complex wealth structures and business exits to tax-efficient investing and intergenerational planning, our focus is simple: protect what you’ve built and position it to last.
Our vision is clear: To be your family’s financial partner, not just for today, but for decades to come.
Whether you’re scaling a business, preparing for liquidity, or thinking about how wealth will impact your children and grandchildren, we take the time to understand the full picture, then build a strategy around it.
We don’t believe in off-the-shelf solutions.
We believe in thoughtful planning, proactive advice, and long-term relationships.
True wealth isn’t just about accumulation, it’s about stewardship, intention, and legacy.
🎯 Myth buster: Worried segregated funds are too limited?
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
🎯 Myth buster: Worried segregated funds are too limited?
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
🏢 Myth buster: Business owners — segregated funds CAN work for you!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
🏢 Myth buster: Business owners — segregated funds CAN work for you!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/fci/
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/fci/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.