Stay informed

Information & Insights

Check back often and follow us on our socials.

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.

🌷Spring is here! Don’t forget to do your annual spring financial cleaning. I’m here to help so feel free to get in touch.💰

Please visit our new website to use our many financial tools.
advisor.sunlife.ca/fieldviewfinancial/ or use the QR code.
Please use the "Let's Connect" feature to contact any of our advisors, to help with your questions.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
QR Code

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/fieldviewfinancial/

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar💲

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

I'm here to help you find clarity in your investment journey. Together, we'll navigate your financial roadmap with confidence. Partner right. Get clarity. Schedule a consultation.

View. Plan. Grow.

🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap

Thinking about your family's future? Be prepared for life’s certainties and surprises with permanent life insurance. It helps offer protection today and a financial legacy for loved ones later. Find out how.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

The idea of saving and buying your own home can feel a little daunting, but with budgeting and smart planning, your can make this dream a reality.

- Know how much you can afford,
-Make a budget and set a time line,
-Review your savings regularly,
-Plan for emergencies.
Ready to start your some buying journey?

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
QR Code

🐰HAPPY EASTER🐰
From FieldView Financial Services Inc.🐣

Unlock the power of the TFSA for your retirement
The TFSA is a versatile and powerful tool for retirement planning. You can take advantage of its tax-free growth, flexible withdrawals, and protection of government benefits to help maximize your retirement income.

Whether you're nearing or already in retirement, Lets talk about how to include a TFSA into your retirement strategy.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.

Message me for details. https://advisor.sunlife.ca/fieldviewfinancial/

Welcome financial growth with Smart 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.
View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Celebrating the International Day of Theatre allows us to honor the transformative power of the performing arts and the creativity of artists around the world. This day serves as a reminder of theatre's ability to unite communities, provoke thought, and inspire change through storytelling and performance.

Plan Smarter, Retire Richer
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
QR Code

#SunLifeOnePlan #TFSA #RRSP

Be prepared for whatever your next chapter brings. We can help you reach your financial goals.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
QR Code

As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

#CanadianBusiness #TaxPlanning #IncomeTaxes

Wishing Cheryl a very Happy Birthday🎂
May this day be filled with joy and laughter.

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Use the link below to learn about SunLife One Plan.

Let's grab a coffee and develop your personalized Sun Life One Plan.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

#SunLifeOnePlan #FinancialSecurity

FieldView Financial would like to wish all our clients a joyful and vibrant spring filled with blooming flowers, warm sunshine, and fresh beginnings. May this season inspire hope and renewal in all our lives!

It's hard to believe spring arrives at 8:46a.m. today . As we start the transition to a new season – which also includes tax season, it's an ideal time to review your retirement income strategy. Whether you're already enjoying retirement or preparing for the next chapter, smart strategies can help you keep more of what you've worked so hard to build.
View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/fieldviewfinancial/

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect

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.