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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.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Net worth calculator

Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Do you need life insurance if you’re wealthy?

Do you need life insurance if you’re wealthy?

Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
Dollar-cost averaging: Making investing automatic

Dollar-cost averaging: Making investing automatic

Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Inflation: What it means and how to protect yourself

Inflation: What it means and how to protect yourself

Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
Posthaste: Why millennials will feel the biggest pain if the economy sours

Posthaste: Why millennials will feel the biggest pain if the economy sours

Millennials and younger members of Generation X have seen their debts swell to record levels in recent years. Read...
Registered education savings plan (RESP)

Registered education savings plan (RESP)

A registered education savings plan (RESP) from Sun Life Financial is a powerful way to save for a child’s post-secondary education.

The recession is technically here - what can you do right now?

Canada is technically in a recession. Don’t panic. There are actions you can take to improve your financial well-being and get through the recession. Visit...
What homes can median income earners afford across Canada?  - BNN Bloomberg

What homes can median income earners afford across Canada? - BNN Bloomberg

As many prospective buyers struggle to afford homes, new research from Zoocasa is highlighting what median-income earners can afford across each Canadian...
10 steps to buying a house in Canada

10 steps to buying a house in Canada

🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
Mortgage insurance vs. life insurance: What you need to know

Mortgage insurance vs. life insurance: What you need to know

Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
Posthaste: Canadians in financial emergency amid perfect storm of inflation, interest rates

Posthaste: Canadians in financial emergency amid perfect storm of inflation, interest rates

More working Canadians are in the middle of a financial stress emergency as they struggle with high inflation and interest rates. Read more.
Got travel plans? Don’t forget health insurance

Got travel plans? Don’t forget health insurance

Six weeks of gentle health warnings on a recent vacation have convinced me to buy supplementary health insurance.
Critical illness insurance calculator

Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

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