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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.

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

The RESP – Who really owns it?

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.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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A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Your farm isn’t just a business — it’s part of your family’s legacy.

Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

🌾Happy 121 Anniversary Saskatchewan🌾

Celebrating Saskatchewan's 121st anniversary highlights the province's rich agricultural heritage, particularly its thriving crops that contribute significantly to the economy. Additionally, the province's robust uranium and oil production sectors showcase its diverse natural resources, underscoring Saskatchewan's vital role in Canada's energy landscape.

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

🗓️Upcoming Office Hour Changes:

Our office will be closed, for Saskatchewan Day
Monday, August 3, 2026

You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.

A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps.
View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:

1. Spend
2. Save
3. Share

This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.

Simply put, you need to know where you’re starting from before deciding what’s right for you. These 3 simple steps can help you build your wealth.

1. Understand your financial situation.
2. Set financial goals.
3. Get personalized advice.

If you’re ready to start working on your financial roadmap.

🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 fieldview.financial@sunlife.com
🌍 advisor.sunlife.ca/fieldviewfinancial/
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Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Health challenges can strike anyone. Critical illness insurance provides financial support when you need it most — helping you focus on recovery instead of financial stress. Whether you're supporting a loved one or managing personal expenses, having protection in place is invaluable.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Summer is a time of warmth and adventure, inviting us to explore the great outdoors and savor the beauty of nature. Whether lounging on the beach or enjoying a picnic in the park, each moment offers a chance to relax and create joyful memories.
Let's take this opportunity review your finances.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Where to go, where to stay and how to get there – when it comes to planning a trip for work or pleasure, the choices can be endless. But one decision is easy...
Insurance: to protect yourself and your family.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 www.feldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

Travelling with the family soon? Make sure you pack your insurance. It can help protect you and your family while you’re away.

View. Plan. Grow.
🤝🏼 Let’s Connect

📍 Regina SK., Avord Tower, Suite 1200, 2002 Victoria Ave
☎️ 306-757-8631
📍 Weyburn SK., 114 – 3 ST NE,
☎️ 306-842-0444
⏲️ Monday to Friday 8:30AM – 4:30PM
📧 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.