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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.

Should young couples invest together or go it alone?
Young couples wondering whether to build wealth together or work alone, within the relationship should know that it’s not about how much you earn, but how well you manage your money that sets you up for long term financial success.
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.
Young couples wondering whether to build wealth together or work alone, within the relationship should know that it’s not about how much you earn, but how well you manage your money that sets you up for long term financial success.
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.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

International Theatre Appreciation Day is celebrated to honor the art of theatre and its significant impact on culture and society. This day encourages people to engage with performances, recognize the hard work of artists, and promote the importance of live storytelling around the world.

Now retired, how do we withdraw funds without running out of money?
Please visit our new website and use the "Let's Connect" feature to contact an advisor who can answer all of your questions.
advisor.sunlife.ca/fieldviewfinancial/
Please visit our new website and use the "Let's Connect" feature to contact an advisor who can answer all of your questions.
advisor.sunlife.ca/fieldviewfinancial/

FieldView Financial Services would like to extend our heartfelt thank you to our clients, for their support and trust. It inspires us to continuously strive for excellence.

🍀 This St. Patrick's Day, "Think Green" for your finances! Don't rely on a pot of gold at the end of the rainbow – start building your own treasure today!
Please visit our new website and use the "Let's Connect" feature to contact an advisor who can answer all of your questions.
advisor.sunlife.ca/fieldviewfinancial/
Please visit our new website and use the "Let's Connect" feature to contact an advisor who can answer all of your questions.
advisor.sunlife.ca/fieldviewfinancial/

Government of Canada announces deferral in implementation of change to capital gains inclusion rate.
Please visit our new website and use the "Let's Connect" feature to contact an advisor who can answer all of your questions.
advisor.sunlife.ca/fieldviewfinancial/
Please visit our new website and use the "Let's Connect" feature to contact an advisor who can answer all of your questions.
advisor.sunlife.ca/fieldviewfinancial/

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

Here's to women. To the women breaking down barriers.
To the women lifting each other up. To the women who never give up.
To the women who are our biggest supporters.
To the women making a change.
You are smart, strong, resilient, beautiful and powerful.
You matter.
You are loved.
Here's to you.
To the women lifting each other up. To the women who never give up.
To the women who are our biggest supporters.
To the women making a change.
You are smart, strong, resilient, beautiful and powerful.
You matter.
You are loved.
Here's to you.

The last day to contribute to your RRSP and reduce you tax bill is March 3, 2025.
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.
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.

The last day to contribute to your RRSP and reduce you tax bill is March 3, 2025.
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.
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.

The last day to contribute to your RRSP and reduce you tax bill is March 3, 2025.
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.
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.

The last day to contribute to your RRSP and reduce you tax bill is March 3, 2925.
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.
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.

Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.

What is an RESP?
An RESP is a tax-deferred account to help you save for a child’s or grandchild’s post-secondary education. Anyone can open an RESP and contribute money at any time, up to a lifetime total of $50,000 per child. Contributions aren’t tax deductible, but any investment income earned within the plan will be taxed only when it’s withdrawn. If that income is withdrawn to pay for the child’s education it will be taxed to the child, not to the contributor.
Through the Canada Education Savings Grant (CESG), the federal government will match up to 20% of your RESP contributions up to a maximum of $500 per child, per year, to a total of $7,200 per beneficiary, until they turn 17.
Please visit our new website: advisor.sunlife.ca/fieldviewfinancial/ Use the "Let's Connect" feature to contact an advisor that can answer all your questions.
An RESP is a tax-deferred account to help you save for a child’s or grandchild’s post-secondary education. Anyone can open an RESP and contribute money at any time, up to a lifetime total of $50,000 per child. Contributions aren’t tax deductible, but any investment income earned within the plan will be taxed only when it’s withdrawn. If that income is withdrawn to pay for the child’s education it will be taxed to the child, not to the contributor.
Through the Canada Education Savings Grant (CESG), the federal government will match up to 20% of your RESP contributions up to a maximum of $500 per child, per year, to a total of $7,200 per beneficiary, until they turn 17.
Please visit our new website: advisor.sunlife.ca/fieldviewfinancial/ Use the "Let's Connect" feature to contact an advisor that can answer all your questions.

FieldView Financial Services would like to wish everyone a Happy Valentines Day.

Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.

Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!

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.