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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.

Thank you to our farmers for your unwavering dedication and hard work, which ensure that we have fresh food on our tables every day. Your tireless efforts and commitment to the land are truly appreciated and make a profound difference in our lives.
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return?

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
This June, we celebrate Senior's Month and honour the incredible contributions of older adults to our communities.

Seniors bring decades of wisdom, experience and resilience. Their stories inspire us and their strength helps shape our future.

Happy #SeniorsMonth
Jocelyn is celebrating her birthday todayπŸŽ‚
Her day will be filled with family, friends and laugher.
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return?

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
Thinking about retirement? Move from β€œa number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.

How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.

Don't Fall for It:
β€’ Hang up and verify – Call your grandchild directly to confirm the story
β€’ Ask questions – If they say "It's me," ask which grandchild is calling
β€’ Set a family password – Agree on a code word for real emergencies
β€’ Never rush – Legitimate agencies don't send couriers for cash payments
β€’ Never send money - Lawyers and police don't collect money this way

If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's talk and ensure every dollar counts.

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
Every business needs a backup plan. Contingency planning means identifying risksβ€” from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out.

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
Time flies by, and tuition costs fly sky-high. πŸ•°οΈπŸ’Έ 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)’s education? Let's chat about creating a plan that fits your family's budget.

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“§ fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
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This June, we celebrate Pride Month and honour the LGBTQ2S+ community. 🌈

Pride reminds us that everyone deserves to live authentically and have equal access to opportunities and protection.

At Sun Life, we're committed to supporting diverse families with inclusive financial solutions designed for your unique needs. Learn more about inclusion at Sun Life here: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/

#PrideMonth #HappyPride
This June, we celebrate Pride Month and honour the LGBTQ2S+ community. 🌈

Pride reminds us that everyone deserves to live authentically and have equal access to opportunities and protection.

At Sun Life, we're committed to supporting diverse families with inclusive financial solutions designed for your unique needs. Learn more about inclusion at Sun Life here: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/

#PrideMonth #HappyPride
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Let's talk about navigating pitfalls and build a financial plan that actually works for your situation.

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
You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Our lovely Theresa is celebrating her her Seventh AnniversaryπŸŽ†
Theresa’s reaches out to Clients and schedule appointments for our Advisors. When she is not busy with that, she is working on our administration flow to make our processes smoother.
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.

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

#CareerTransition #InvestmentPlanning
Buying your first home

Buying your first home

Access helpful resources on financial knowledge developed by professionals in the industry.

https://www.canadalife.com/investing-saving/mortgages/buying-your-first-home.html

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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Four ways financial advice delivers true value | Vanguard Canada

Four ways financial advice delivers true value | Vanguard Canada

Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.vanguard.ca/en/insights/four-ways-financial-advice-delivers-true-value

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Read article
Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation.

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

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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.