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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.
Happy Birthday Kim π
We hope your day is full of fun and laughterπ₯³
We hope your day is full of fun and laughterπ₯³
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/fieldviewfinancial/
https://advisor.sunlife.ca/fieldviewfinancial/
Did you know? You pay a penalty if you go over your TFSA contribution limit.
If you over-contribute, there's a 1% monthly penalty on the excess amount.
For example, if you over-contributed $1,000 in December, youβll have a $10 penalty.
But the good news is, contribution room increases every January, limiting the impact. Reach out to make sure any overcontribution is eliminated.
Stay informed and maximize your tax-free savings! Let's find ways to optimize your TFSA strategy.
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
#TFSA #FinancialWellness #TaxSeason
If you over-contribute, there's a 1% monthly penalty on the excess amount.
For example, if you over-contributed $1,000 in December, youβll have a $10 penalty.
But the good news is, contribution room increases every January, limiting the impact. Reach out to make sure any overcontribution is eliminated.
Stay informed and maximize your tax-free savings! Let's find ways to optimize your TFSA strategy.
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
#TFSA #FinancialWellness #TaxSeason
How Iβd Structure a $21,000 TFSA for Constant Monthly Income
Many Canadians might feel like the last three years slipped through their fingers. Between high inflation, soaring interest rates, and market volatility, itβs been easy to fall behind on building wealth. Thatβs exactly why catching up now inside a Tax-Free Savings Account (TFSA) matters so much. https://advisor.sunlife.ca/fieldviewfinancial
The Registered Education Savings Plan (RESP) is a long-term savings plan to help people save for a child's education after high school, including trade schools, CEGEPs, colleges, universities, and apprenticeship programs.
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
We hope you're doing well.
With about 3 months until the 2025 Registered Retirement Savings Plan (RRSP) contribution deadline, now is an ideal time to review your retirement strategy and optimize your registered accounts before year-end. At this stage in your financial journey, strategic timing can make a meaningful difference in your retirement outcomes.
Let's work together to to refine your tax-advantaged accounts before year-end.
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
With about 3 months until the 2025 Registered Retirement Savings Plan (RRSP) contribution deadline, now is an ideal time to review your retirement strategy and optimize your registered accounts before year-end. At this stage in your financial journey, strategic timing can make a meaningful difference in your retirement outcomes.
Let's work together to to refine your tax-advantaged accounts before year-end.
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
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Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Letβs chat!
https://advisor.sunlife.ca/fieldviewfinancial/
https://advisor.sunlife.ca/fieldviewfinancial/
Wishing everyone a happy, happy New Year brimming with new opportunities, joy, and success! May this year be filled with laughter, love, and memorable moments that inspire us all to reach new heights!
During the Holiday season Fieldview Financial, Regina Office will be operating minimal hours to allow our team to enjoy time with their loved ones.
Dec 31: Close at 1pm
Jan 1: Closed Happy New Year!π
Dec 31: Close at 1pm
Jan 1: Closed Happy New Year!π
Welcome financial growth with Smart Goals that are:
β Specific
β Measurable
β Achievable
β Relevant
β Timely
For business owners, balancing short-term needs with long-term vision is crucial.
π΅Short-term: Manage cash flow, reduce costs
π°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.
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
β Specific
β Measurable
β Achievable
β Relevant
β Timely
For business owners, balancing short-term needs with long-term vision is crucial.
π΅Short-term: Manage cash flow, reduce costs
π°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.
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
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
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
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
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
FieldView Financial Services.
Wishing everyone a very happy Boxing Day filled with joy, relaxation, and quality time with loved ones! May this day bring you delightful surprises and the warmth of togetherness as you celebrate the season.
Wishing everyone a very happy Boxing Day filled with joy, relaxation, and quality time with loved ones! May this day bring you delightful surprises and the warmth of togetherness as you celebrate the season.
Fieldview Financial Servicesπ
Wishing everyone a joyful holiday season filled with warmth, laughter, and cherished moments with loved ones. May the new year bring you peace, happiness, and new adventures!
Wishing everyone a joyful holiday season filled with warmth, laughter, and cherished moments with loved ones. May the new year bring you peace, happiness, and new adventures!
FieldView Financial, would like to wish;βοΈ
MERRY CHRISTMAS TO ALL AND TO ALL A GOOD NIGHTπ
MERRY CHRISTMAS TO ALL AND TO ALL A GOOD NIGHTπ
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
π Review your current retirement savings and spending patterns
π― Align your financial strategy with your evolving lifestyle aspirations
π‘ Explore ways to balance financial security with your desired retirement experiences
Let's discuss your financial roadmap for the year ahead.
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 Review your current retirement savings and spending patterns
π― Align your financial strategy with your evolving lifestyle aspirations
π‘ Explore ways to balance financial security with your desired retirement experiences
Let's discuss your financial roadmap for the year ahead.
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
#RRSP #RetirementSavings #FinancialWellness
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
#RRSP #RetirementSavings #FinancialWellness
During the Holiday season Fieldview Financial, Weyburn office, will be closed December 24, to January 2, to allow our team to enjoy time with their loved ones.
Merry Christmas!πand Happy New Year ! π
Merry Christmas!πand Happy New Year ! π
During the Holiday season Fieldview Financial, Regina Office will be operating minimal hours to allow our team to enjoy time with their loved ones.
Dec 24: Close at 1pm
Dec 25: Closed Merry Christmas!π
Dec 26: Closed
Dec 31: Close at 1pm
Jan 1: Closed Happy New Year!π
Dec 24: Close at 1pm
Dec 25: Closed Merry Christmas!π
Dec 26: Closed
Dec 31: Close at 1pm
Jan 1: Closed Happy New Year!π
We all would like to wish Valene a very Happy Birthdayπ
To schedule a time for us to connect, please use the information below, or our 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
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
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.