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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.
The five best exercises for surviving winter, according to experts
Luckily, there are some easy-to-practice exercises you can do at home to improve your mobility, flexibility and strength that will help prevent these common wintertime injuries.
Health insurance in retirement: How to pay for your health costs
Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.
What economists expect from the next Bank of Canada rate decision - BNN Bloomberg
The Bank of Canada will announce its next rate decision on Jan. 24. Economists tracked by Bloomberg expect the central bank will keep its policy rate at five per cent, even after an unexpected increase in December inflation.
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....
Budget calculator
Do you know what goes into a #budget?
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
5 RRSP Mistakes To Avoid
We asked a certified financial planner to reveal the most common RRSP mistakes he sees – and to suggest simple tips to help steer clear of them....
Quitting your job? Here’s what happens to your health insurance
Thinking about leaving your job? Maybe you don't have to do without the great health insurance that comes with it. Here are your options.
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....
Canadians making tough spending decisions amid headwinds: survey - BNN Bloomberg
A third of Canadians anticipate being unable to pay their bills in the coming months, a recent survey has found, amid fears about the possible downturn ahead.
Tax numbers for 2024 are in and inflation has pushed them substantially higher
Inflation is still running high, so most of the important tax figures have been substantially increased for 2024. Read on for the details.
Posthaste: Canada's mortgage crunch is already hitting the economy — and it's going to get worse
As the Bank of Canada has raised rates, Canadians with mortgages are spending less in $6 billion hit to economy, says study. Read...
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.
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
Canada inflation slows to 3.1%, keeping bank on hold - BNN Bloomberg
Consumer prices in Canada rose at the slowest pace since June, a reassuring sign for central bank policymakers that rates are now high enough to significantly...
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...
RRIF: Registered Retirement Income Fund
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
Mortgage payments outpacing income growth in Canada: Zoocasa - BNN Bloomberg
Mortgage costs have grown faster than incomes over the past decade, according to a new report from Zoocasa.
Posthaste: Retired Canadians wary of tapping home equity to plug money shortfall
Many retired Canadians are averse to tapping into home equity to fund a retirement shortfall, researchers found. Read...
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
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.
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.