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Spring is in the air! As we freshen up our homes, let's not forget about our health and finances. Just like spring cleaning, it's time to dust off your health insurance policy and make sure it's still meeting your needs.

Let’s set up some time to:

✅ Review your current coverage
✅ Identify any gaps in protection
✅ Explore new options that fit your lifestyle

Schedule a quick policy check-up 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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan?

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of 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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
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. https://advisor.sunlife.ca/fieldviewfinancial/
Looking for lifelong protection, lasting value and financial flexibility? Permanent life insurance offers guaranteed lifetime coverage plus potential for cash value growth over time. Let's chat about options that fit into your long-term financial strategy.

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch 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.fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
Fieldview Financial would like to acknowledge our professional admin associates.
Our Regina Team: Theresa, Cheryl, Nikhil, Sydney, Marina
Our Weyburn Team: Kim, Bailey
They are the backbone of our organization, expertly managing tasks and ensuring seamless operations every day. Their attention to detail, proactive problem-solving skills, and unwavering dedication make them invaluable team members who contribute significantly to our success.
We’re excited to announce that Jocelyn Underwood, CPA, CA, is now a partner at FieldView Financial Services Inc.

Jocelyn brings a unique combination of experience from her years in public practice as an accountant and her work as a financial advisor. This perspective strengthens our ability to provide integrated, forward-looking advice and enhances the depth of planning we deliver to our clients.

This transition is an important step in ensuring our clients continue to be supported by a strong, aligned team—both today and into the future.

Please join us in congratulating Jocelyn on her new role as partner.
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.

Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. 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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

#SunLifeOnePlan
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan.

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca



#SunLifeOnePlan
Make your tax refund work harder for you!

With your tax return money, you can:
- Build an emergency fund
- Contribute to an TFSA
- Tackle credit card debt
- Make an extra mortgage payment
- Contribute to an RESP

Questions?
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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
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#TaxRefund #WealthBuilding
Life unfolds in unexpected ways, and we can help you be ready for whatever comes. From small dunks to varsity-level plays, every moment counts.

Ready to plan for life? Learn how we can help protect what matters most.

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca

#CanadianBusiness #TaxPlanning #IncomeTaxes
Eight tips to lower your 2025 tax bill

Eight tips to lower your 2025 tax bill

Check out this new resource I found!
https://www.fidelity.ca/en/insights/articles/tips-to-lower-your-tax-bill/

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
Let's gab a coffee and chat about your future financial goals.

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
QR Code
🌷Spring is here! Don’t forget to do your annual spring financial cleaning. I’m here to help so feel free to get in touch.💰

Please visit our new website to use our many financial tools.
advisor.sunlife.ca/fieldviewfinancial/ or use the QR code.
Please use the "Let's Connect" feature to contact any of our advisors, to help with your questions.

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
QR Code
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/fieldviewfinancial/
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 make every dollar💲

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca
I'm here to help you find clarity in your investment journey. Together, we'll navigate your financial roadmap with confidence. Partner right. Get clarity. Schedule a consultation.

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
📧 fieldview.financial@sunlife.com
🌐 www.fieldviewfinancial.ca


#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap

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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.