Filiz Burmali
Job title: Advisor, Sun Life
Languages spoken: Turkish
Area(s) served: Life Insurance, Critical illness Insurance, Wealth Management, Investments, Disability Insurance
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Did you know opening an FHSA early is one of the smartest steps for future home owners ?
The FHSA, or First Home Savings Account, is designed to help first-time buyers save faster. The biggest advantage is tax savings.
➡️ When you put money in, you get a tax deduction – just like an RRSP.
➡️ When you take the money out to buy your first home, it’s tax-free – like a TFSA.”
Here’s something most people don’t know: you don’t have to deposit right away. Once you open the account, you start building contribution room, which means even if you don’t put money in now, you can catch up later.
Are you wondering if you qualify for FHSA ?
Contact me for further information : 705-970-4435
The FHSA, or First Home Savings Account, is designed to help first-time buyers save faster. The biggest advantage is tax savings.
➡️ When you put money in, you get a tax deduction – just like an RRSP.
➡️ When you take the money out to buy your first home, it’s tax-free – like a TFSA.”
Here’s something most people don’t know: you don’t have to deposit right away. Once you open the account, you start building contribution room, which means even if you don’t put money in now, you can catch up later.
Are you wondering if you qualify for FHSA ?
Contact me for further information : 705-970-4435
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