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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.

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://advisor.sunlife.ca/fieldviewfinancial/

#SunLifeOnePlan #SunLife
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth.
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals.

View. Plan. Grow.
🀝🏼 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“§ www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/fieldviewfinancial/
πŸ—“οΈUpcoming Office Hour Changes:

Our offices: Regina and Weyburn
Will be closed, for Thanksgiving
Monday, October 12, 2026
Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s schedule a meeting, to guide you toward a retirement strategy that fits your needs.

View. Plan. Grow.

🀝🏼 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“§ www.fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today.

View. Plan. Grow.

🀝🏼 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“§ www.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
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth.

View. Plan. Grow.
🀝🏼 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“§ www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
With FieldView Financial Services, even the smallest investment can grow over time. Consider these 8 ways to grow your money:

1. Build an emergency fund 🏦
2. Max out your RRSP contributions πŸ’°
3. Tackle high-interest credit card debt πŸ’³
4. Pay down your mortgage faster 🏠
5. Invest in your child's future with an RESP πŸŽ“
6. Optimize registered savings accounts πŸ“Š
7. Explore spousal income splitting options πŸ‘«
8. Consider tax-efficient insurance strategies πŸ›‘οΈ

Interested in seeing if any of these money saving solutions are a fit for you?

🀝🏼 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/
John came back to the business as a member of the FieldView Weyburn team in 2022, he's now celebrating his 4 year anniversary as part of the teamπŸŽ†
John started in the financial services industry in 1987. He ran a successful practice with Sun Life until 2010. John has joined the team at our new operation in Weyburn. John brings a wealth of knowledge in both the investment and insurance sectors. He loves to help people as they plan for the future, especially Clients approaching retirement.
Marina has been with the team since 2019, she is celebrating her 7 year anniversary this yearπŸŽ‡
Marina uses her many years of customer service and knowledge, she has become instrumental in assisting all the advisors and effectively solve issues as they arise.
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.
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.
🀝🏼 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
Paying off student loans?
3 tips to help you manage your student loans:
1. Understand your loans - Know your balances, interest rates, and repayment terms 2. Create a budget - Track spending and find areas to cut back
3. Make extra payments when possible to reduce interest and pay off faster

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

🀝🏼 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/
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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It's time to turn your retirement dreams into reality. 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
🌍 advisor.sunlife.ca/fieldviewfinancial/
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).

View. Plan. Grow.

🀝🏼 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“§ www.fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
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.

🀝🏼 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
🌐 fieldviewfinancial.ca
Back to school is here and with it comes extracurriculars, sports, field trips and more. If you want to feel more confident about paying for the upcoming school year, reach out to me for a financial assessment.

With kids back in school, it might be time to think about their educational future and how they will pay for it. If you don’t have a registered education savings plan (RESP) already, now might be the time to consider it. Contact me to discuss your children’s future.

🀝🏼 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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With kids back in school, it might be time to think about their educational future and how they will pay for it. If you don’t have a registered education savings plan (RESP) already, now might be the time to consider it. Contact me to discuss your children’s future.

🀝🏼 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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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.