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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.

Let's grab a coffee, we can chat about any financial topics! What specific aspects of your financial future are you interested in discussing? Investing, budgeting, insurance, retirement planning.

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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌐 fieldviewfinancial.ca
The RESP – Who really owns it?

The RESP – Who really owns it?

Empower yourself with easy-to-understand resources and learn more about the financial industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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Simply Put: What is an RRSP?

Simply Put: What is an RRSP?

Unlock the power of RRSPs! πŸ”πŸ’°

Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.

Need help with your RRSP?
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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌐 fieldviewfinancial.ca
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Private savings are key to improving Canada’s retirement income system | Investment Executive

Private savings are key to improving Canada’s retirement income system | Investment Executive

In my last column I talked about the need to provide more flexibility for seniors by updating Canada’s registered retirement income fund (RRIF) policies. I’m pleased to say that our organization, the Securities and Investment Management Association (SIMA), has taken a big step forward with this initiative by launching a comprehensive retirement-savings action plan.
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Tune into CJME and listen to Murray and Jocelyne Lang, advisors from
FieldView Financial Services. Planning for your financial future can be uncomfortable, our team will guide you through tax efficient insurance and investment solutions.

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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌍 advisor.sunlife.ca/fieldviewfinancial/
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Truth and reconciliation in Canada aims to address the historical injustices faced by Indigenous peoples, fostering understanding and healing between Indigenous and non-Indigenous communities. This process emphasizes acknowledging past wrongs, such as residential schools, and working towards a more equitable future through dialogue and collaboration.
Tune into CJME radio station and catch Murray Lang from FieldView Financial Services as he discusses life on the farm and strategies, how to hand it down and or retire.
Curious?
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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
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.

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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
It's time to turn your retirement dreams into reality.
A well-crafted retirement plan can help you: β€’ Optimize your tax strategy β€’ Boost your retirement earnings β€’ Help ensure your nest egg lasts as long as you need

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!

🀝🏼 Let’s Connect

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

Top Six Client Questions

Check out this new resource I found!

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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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.
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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
What the Interest Rate Cut Means for Canadian Investors

What the Interest Rate Cut Means for Canadian Investors

No matter how the interest rate changes, Canadian investors should stay diversified, stay disciplined, and stick to their long-term investing strategy.
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Plan for a comfortable future. Learn how you can grow your savings tax-free with a TFSA and help maximize RRSP contributions for tax deductions & steady retirement income.

RRSP or TFSAβ€―. Which is better to build your financial future?β€― A TFSA offers tax-free growth.β€― A RRSP defers taxes.β€― Let’s explore your investment options.

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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌍 advisor.sunlife.ca/fieldviewfinancial/
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Optimize your savings and help secure your business's future! Leverage TFSA's tax-free growth and RRSP's tax benefits to invest in expansion, emergencies or retirement. Get personalized advice and start saving for your business today.
🀝🏼 Let’s Connect

πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌍 advisor.sunlife.ca/fieldviewfinancial/
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Emerging markets return to favour

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
Unforeseen challenges can strike at any moment, but your business doesn't have to be caught off guard. Discover how our contingency planning strategies can help you be resilient when the unexpected happens. #ContingencyPlanning #BusinessResilience
#FutureReady
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πŸ“ Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
πŸ“ Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
πŸ“§ fieldview.financial@sunlife.com
🌍 advisor.sunlife.ca/fieldviewfinancial/
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How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

Have questions?

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

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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.