Stay informed
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.
Good debt can boost investment wealth. But beware its bad twin
Good debt can boost investment wealth. But beware its bad twin
Experts weigh in on the BoC’s second straight jumbo rate cut
Experts weigh in on the BoC’s second straight jumbo rate cut
Implications of U.S. Estate Tax on Canadian Estates | CI Global Asset Management
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
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.
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.
Predictions for housing trends and real estate forecast in 2025 | Watch News Videos Online
Predictions for housing trends and real estate forecast in 2025
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/harold.duffin/
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/harold.duffin/
Baby boomers and gen X are taking on more mortgage debt
Baby boomers and gen X are taking on more mortgage debt: Rising number of home owners are turning to reverse mortgages, and among those, more are doing so to help their children with a down payment
Millennials' wealth falls further behind gen X, baby boomers as real estate plunges
Millennials' wealth falls further behind gen X, baby boomers as real estate plunges
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Bank of Canada neutral rate could be 2.75%, survey finds
Bank of Canada neutral rate could be 2.75%, survey finds
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.