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.
π¨Important Note: Due to bank timing policy, February 20, is recommended as the cut off date for your year-end financial transactions.
Let's grab an coffee and work together to make the most of your tax-advantaged accounts: RRSP, TFSA and RESP before the March 2, 2026.
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
Let's grab an coffee and work together to make the most of your tax-advantaged accounts: RRSP, TFSA and RESP before the March 2, 2026.
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.
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
To schedule a time for us to connect, please use the information below, or our QR Code.
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
To schedule a time for us to connect, please use the information below, or our QR Code.
Time flies by, and tuition costs fly sky-high. π°οΈπΈ When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)βs education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/fieldviewfinancial/
Want to explore how to optimize saving for your child(ren)βs education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/fieldviewfinancial/
π¨Important Note: Due to bank timing policy, February 20, is recommended as the cut off date for your year-end financial transactions.
Let's gab a coffee and chat about your future financial 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
Let's gab a coffee and chat about your future financial 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
π¨Important Note: Due to bank timing policy, February 20, is recommended as the cut off date for your year-end financial transactions.
As part of optimizing your retirement strategy, we can also help you consolidate your assets, which can give you:
β’ Better control over how you invest
β’ Less paperwork for taxes and required withdrawals
β’ Potential savings on fees and improved service
β’ Easier estate planning for passing money to loved ones
Let's work together to refine your retirement plan and make the most of 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
As part of optimizing your retirement strategy, we can also help you consolidate your assets, which can give you:
β’ Better control over how you invest
β’ Less paperwork for taxes and required withdrawals
β’ Potential savings on fees and improved service
β’ Easier estate planning for passing money to loved ones
Let's work together to refine your retirement plan and make the most of 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
A very big Happy Birthday to Sydneyπ
We hope your day is filled with fun and good times.
We hope your day is filled with fun and good times.
Happy Birthday to our new Mom MarinaπΆ
May your special day be filled with joy and happiness
May your special day be filled with joy and happiness
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
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Watch video
What is a TFSA?
Simply put, a tax-free savings account, or TFSA, is a type of savings account to help save for any need. How does a TFSA work? A TFSA doesnβt have to be a savings account at a bank. A TFSA can contain a variety of investments like: bonds, stocks, mutual funds, and exchange-traded funds.
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
Simply put, a tax-free savings account, or TFSA, is a type of savings account to help save for any need. How does a TFSA work? A TFSA doesnβt have to be a savings account at a bank. A TFSA can contain a variety of investments like: bonds, stocks, mutual funds, and exchange-traded funds.
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're thrilled to have Bailey join our Weyburn team.
She brings a strong background in Client relations and over 15 years of experience in administration. In her role as advisor assistant, Bailey is dedicated to ensuring Clients receive accurate, up-to-date information and a seamless experience. She takes pride in providing solutions and supporting Clients with professionalism and care.
Welcome Baileyπ
She brings a strong background in Client relations and over 15 years of experience in administration. In her role as advisor assistant, Bailey is dedicated to ensuring Clients receive accurate, up-to-date information and a seamless experience. She takes pride in providing solutions and supporting Clients with professionalism and care.
Welcome Baileyπ
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
How we can help you build a brighter future for both you and your company.
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
How we can help you build a brighter future for both you and your company.
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
Maximize your charitable impact while optimizing tax benefits with strategic giving options. π
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
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
https://advisor.sunlife.ca/fieldviewfinancial
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
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
https://advisor.sunlife.ca/fieldviewfinancial
Even the smallest investment can grow over time.
Consider these 8 ways to grow your money:
1. Build an emergency fund π¦
2. Max out your RRSP contributions π°
3. Tackle high-interest credit card debt π³
4. Pay down your mortgage faster π
5. Invest in your child's future with an RESP π
6. Optimize registered savings accounts π
7. Explore spousal income splitting options π«
8. Consider tax-efficient insurance strategies π‘οΈ
Let's see how we can grow your investments.
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
Consider these 8 ways to grow your money:
1. Build an emergency fund π¦
2. Max out your RRSP contributions π°
3. Tackle high-interest credit card debt π³
4. Pay down your mortgage faster π
5. Invest in your child's future with an RESP π
6. Optimize registered savings accounts π
7. Explore spousal income splitting options π«
8. Consider tax-efficient insurance strategies π‘οΈ
Let's see how we can grow your investments.
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±π Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
#EducationSavings #RESPTips
#EducationSavings #RESPTips
Maximize your RRSP before the deadline!
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
β’ Reduce your taxable income for 2025
β’ Grow your savings tax-free until withdrawal
β’ Invest in your future financial well-being
We offer a range of RRSP investment options that can help grow your retirement savings:
π° Mutual funds
π Guaranteed Investment Certificates (GICs)
π¦ Savings accounts
Let's see how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank 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
QR Code
https://advisor.sunlife.ca/fieldviewfinancial
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
β’ Reduce your taxable income for 2025
β’ Grow your savings tax-free until withdrawal
β’ Invest in your future financial well-being
We offer a range of RRSP investment options that can help grow your retirement savings:
π° Mutual funds
π Guaranteed Investment Certificates (GICs)
π¦ Savings accounts
Let's see how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank 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
QR Code
https://advisor.sunlife.ca/fieldviewfinancial
Let's gab a coffee and chat about your future financial 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?
Your TFSA can have a successor annuitant.
You can name your spouse or common-law partner to take over your TFSA after you pass away.
Key benefits:
β’ Maintains tax-free status of the account
β’ Simplifies the transfer process
β’ Preserves contribution room, if applicable
Reach out to discuss your estate strategy.
#TFSA #FinancialWellness
Your TFSA can have a successor annuitant.
You can name your spouse or common-law partner to take over your TFSA after you pass away.
Key benefits:
β’ Maintains tax-free status of the account
β’ Simplifies the transfer process
β’ Preserves contribution room, if applicable
Reach out to discuss your estate strategy.
#TFSA #FinancialWellness
Did you know?
TFSAs are individual accounts, but there's a smart strategy for couples:
β’ You can gift funds to your spouse or common-law partner for their TFSA
β’ This doubles your household's tax-free savings potential
β’ Both accounts can grow separately, tax-free!
Reach out to see how we can help boost your family's financial future.
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
TFSAs are individual accounts, but there's a smart strategy for couples:
β’ You can gift funds to your spouse or common-law partner for their TFSA
β’ This doubles your household's tax-free savings potential
β’ Both accounts can grow separately, tax-free!
Reach out to see how we can help boost your family's financial future.
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
We want to wish a Very Happy 2 Anniversary to Kimπ
Kim has been an invaluable part of the team, consistently bringing creativity and dedication to every client.
Kim has been an invaluable part of the team, consistently bringing creativity and dedication to every client.
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.