Stay informed
Stay informed with whatβs 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.
When it comes to your savings, donβt let common 4 TFSA mistakes tip you overboard, letβs connect to discuss how I can help you.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
Denby is celebrating his fifth anniversary with the financial team, marking a milestone of remarkable achievements and steadfast commitment. Over the years, he has consistently delivered results, which support the success of the team.π
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Letβs connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
.
Did you know that payout annuities can help provide financial predictability in retirement?
Benefits include:
β’ Reliable monthly income
β’ Protection against market volatility
β’ No investment management required
β’ Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Letβs chat! https://advisor.sunlife.ca/fieldviewfinancial/
Benefits include:
β’ Reliable monthly income
β’ Protection against market volatility
β’ No investment management required
β’ Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Letβs chat! https://advisor.sunlife.ca/fieldviewfinancial/
Nikhil is celebrating his first anniversary with the team, reflecting on a year filled with growth and collaboration. His contributions have significantly enhanced project outcomes, showcasing his dedication and innovative spirit.
Congratulations and Thank youπ₯³
Congratulations and Thank youπ₯³
Planning your estate? Don't overlook your RRSP!
Designating a beneficiary for your RRSP is an important step to take.
Here are key points to keep in mind:
- After you pass away, the value of your RRSP is paid to your beneficiary.
- Without a beneficiary, your RRSP goes to your estate.
- A tax-deferred transfer is possible for your surviving spouse or common-law partner.
Help protect your loved ones and your legacy. Let's discuss your options today.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
#EstatePlanning #RRSP
Designating a beneficiary for your RRSP is an important step to take.
Here are key points to keep in mind:
- After you pass away, the value of your RRSP is paid to your beneficiary.
- Without a beneficiary, your RRSP goes to your estate.
- A tax-deferred transfer is possible for your surviving spouse or common-law partner.
Help protect your loved ones and your legacy. Let's discuss your options today.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
#EstatePlanning #RRSP
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if thatβs a good idea for you!
Planning your estate? Don't overlook your RRSP!
Designating a beneficiary for your RRSP is an important step to take.
Here are key points to keep in mind:
- After you pass away, the value of your RRSP is paid to your beneficiary.
- Without a beneficiary, your RRSP goes to your estate.
- A tax-deferred transfer is possible for your surviving spouse or common-law partner.
Help protect your loved ones and your legacy. Let's discuss your options today.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
Planning your estate? Don't overlook your RRSP!
Designating a beneficiary for your RRSP is an important step to take.
Here are key points to keep in mind:
- After you pass away, the value of your RRSP is paid to your beneficiary.
- Without a beneficiary, your RRSP goes to your estate.
- A tax-deferred transfer is possible for your surviving spouse or common-law partner.
Help protect your loved ones and your legacy. Let's discuss your options today.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.
We can help secure your future together. Let us know how we can help.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
We can help secure your future together. Let us know how we can help.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. π
Ready to save?
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
Ready to save?
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults β a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more.
View. Plan. Grow.
π€πΌ Letβs Connect!
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more.
View. Plan. Grow.
π€πΌ Letβs Connect!
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
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, hereβs how to start building healthy money habits.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
Begin the new year right, hereβs how to start building healthy money habits.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
Family is everything! Let's discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
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.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
π¨Important Note: Due to bank timing policy, February 20, is recommended as the cut off date for your year-end financial transactions.
Turning 71 this year? Or know of a friend or loved one who is? Important RRSP decisions ahead!
You have 3 options:
1. Withdraw funds (taxed)
2. Transfer to a RRIF (defer tax)
3. Purchase an annuity
Key points to keep in mind:
- There is no tax on direct transfers to RRIF or annuity purchases.
- RRIF/annuity payments are taxable when received.
Share this with someone turning 71 this year or reach out to discuss your options.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
#RRSP #RetirementPlanning
Turning 71 this year? Or know of a friend or loved one who is? Important RRSP decisions ahead!
You have 3 options:
1. Withdraw funds (taxed)
2. Transfer to a RRIF (defer tax)
3. Purchase an annuity
Key points to keep in mind:
- There is no tax on direct transfers to RRIF or annuity purchases.
- RRIF/annuity payments are taxable when received.
Share this with someone turning 71 this year or reach out to discuss your options.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
#RRSP #RetirementPlanning
A big Happy Birthday to Nikhilπ₯³
We want your day to be filled joy and wonderful moments.
We want your day to be filled joy and wonderful moments.
Happy Family Day!β
Celebrating Family Day is a wonderful opportunity to cherish the bonds that tie us together, creating lasting memories filled with love and laughter. Letβs take a moment to appreciate the little things that make our families unique and special!
Celebrating Family Day is a wonderful opportunity to cherish the bonds that tie us together, creating lasting memories filled with love and laughter. Letβs take a moment to appreciate the little things that make our families unique and special!
FieldView Financial wants to wish everyone a Happy Valentines Dayπ
π¨Important Note: Due to bank timing policy, February 20, is recommended as the cut off date for your year-end financial transactions.
Don't miss out on this chance to boost your retirement savings!
Make sure to contribute to your RRSP account before March 2, 2026.
Take advantage of this opportunity to help grow your money tax-free and reduce your annual taxable income.
Want to maximize your RRSP contributions?
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
Don't miss out on this chance to boost your retirement savings!
Make sure to contribute to your RRSP account before March 2, 2026.
Take advantage of this opportunity to help grow your money tax-free and reduce your annual taxable income.
Want to maximize your RRSP contributions?
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
π¨Important Note: Due to bank timing policy, February 20, is recommended as the cut off date for your year-end financial transactions.
What is an RRSP? Simply put, a Registered Retirement Savings Plan, or RRSP, is a type of savings account that helps Canadians save for their retirement. How does an RRSP work? You can hold a variety of investments in your RRSP, like: stocks, bonds, GICs, and mutual funds. Any contributions growth within your RRSP, help you defer taxable income.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
What is an RRSP? Simply put, a Registered Retirement Savings Plan, or RRSP, is a type of savings account that helps Canadians save for their retirement. How does an RRSP work? You can hold a variety of investments in your RRSP, like: stocks, bonds, GICs, and mutual funds. Any contributions growth within your RRSP, help you defer taxable income.
View. Plan. Grow.
π€πΌ Letβs Connect
π Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
βοΈ 306-757-8631
π Weyburn SK., 114 β 3 ST NE,
βοΈ 306-842-0444
β²οΈ Monday to Friday 8:30AM β 4:30PM
π§ fieldview.financial@sunlife.com
π www.fieldviewfinancial.ca
QR Code
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
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.