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.
When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Honoured to attend the North American Gala Premiere of Eleanor the Great at #TIFF50, under the generous sponsorship of Sun Life 🌟
It’s so easy to get caught in the loop of emails, deadlines and the constant push to be productive. But stepping away is sometimes necessary.
Being in Toronto for the film festival reminded me how valuable it is to carve out space for hobbies, not just as a break from work, but as a way to reconnect with curiosity, emotion, and inspiration.
Our best ideas don’t come from burnout, they come from balance. Make room for the things that recharge you, your work will thank you for it.
.
It’s so easy to get caught in the loop of emails, deadlines and the constant push to be productive. But stepping away is sometimes necessary.
Being in Toronto for the film festival reminded me how valuable it is to carve out space for hobbies, not just as a break from work, but as a way to reconnect with curiosity, emotion, and inspiration.
Our best ideas don’t come from burnout, they come from balance. Make room for the things that recharge you, your work will thank you for it.
.
Watch video
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
💚 Supporting Mental Health, One Step at a Time 💚
Our team at IAB & Associates Financial Solutions Inc. was proud to show up and support a cause that’s close to our hearts: mental health awareness. On August 9, 2025 we joined our amazing friends from Orangetheory Fitness Whitby to run a 5K in support of the Ontario Shores Foundation for Mental Health. 🏃♀️🏃♂️✨
Together, we ran not just for fitness, but for hope, education, and access to vital mental health resources. Because when we raise awareness, we help break the stigma, and that’s a race worth running!!
Thank you to everyone who donated, ran, and cheered us on. Let’s keep the conversation going and continue supporting mental wellness in our communities. 💬🧠💙
Our team at IAB & Associates Financial Solutions Inc. was proud to show up and support a cause that’s close to our hearts: mental health awareness. On August 9, 2025 we joined our amazing friends from Orangetheory Fitness Whitby to run a 5K in support of the Ontario Shores Foundation for Mental Health. 🏃♀️🏃♂️✨
Together, we ran not just for fitness, but for hope, education, and access to vital mental health resources. Because when we raise awareness, we help break the stigma, and that’s a race worth running!!
Thank you to everyone who donated, ran, and cheered us on. Let’s keep the conversation going and continue supporting mental wellness in our communities. 💬🧠💙
💚 Supporting Mental Health, One Step at a Time 💚
Our team at IAB & Associates Financial Solutions Inc. was proud to show up and support a cause that’s close to our hearts: mental health awareness. On August 9, 2025 we joined our amazing friends from Orangetheory Fitness Whitby to run a 5K in support of the Ontario Shores Foundation for Mental Health. 🏃♀️🏃♂️✨
Together, we ran not just for fitness, but for hope, education, and access to vital mental health resources. Because when we raise awareness, we help break the stigma, and that’s a race worth running!!
Thank you to everyone who donated, ran, and cheered us on. Let’s keep the conversation going and continue supporting mental wellness in our communities. 💬🧠💙
Our team at IAB & Associates Financial Solutions Inc. was proud to show up and support a cause that’s close to our hearts: mental health awareness. On August 9, 2025 we joined our amazing friends from Orangetheory Fitness Whitby to run a 5K in support of the Ontario Shores Foundation for Mental Health. 🏃♀️🏃♂️✨
Together, we ran not just for fitness, but for hope, education, and access to vital mental health resources. Because when we raise awareness, we help break the stigma, and that’s a race worth running!!
Thank you to everyone who donated, ran, and cheered us on. Let’s keep the conversation going and continue supporting mental wellness in our communities. 💬🧠💙
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
Last week, our team at IAB & Associates Financial Solutions, in partnership with Sun Life, had the pleasure of sponsoring an incredible horse exhibition event at the Hacienda Santa Maria! 🐎
It was a fantastic day filled with stunning horse performances, great food, and amazing connections. We had the chance to meet new people from various communities who share our passion for horses and financial planning.
A special shout-out to Dr. Dalmao, a renowned dentist and the owner of the stable, for organizing this event and making it such a success.
It was a fantastic day filled with stunning horse performances, great food, and amazing connections. We had the chance to meet new people from various communities who share our passion for horses and financial planning.
A special shout-out to Dr. Dalmao, a renowned dentist and the owner of the stable, for organizing this event and making it such a success.
Last week, our team at IAB & Associates Financial Solutions, in partnership with Sun Life, had the pleasure of sponsoring an incredible horse exhibition event at the Hacienda Santa Maria! 🐎
It was a fantastic day filled with stunning horse performances, great food, and amazing connections. We had the chance to meet new people from various communities who share our passion for horses and financial planning.
A special shout-out to Dr. Dalmao, a renowned dentist and the owner of the stable, for organizing this event and making it such a success.
It was a fantastic day filled with stunning horse performances, great food, and amazing connections. We had the chance to meet new people from various communities who share our passion for horses and financial planning.
A special shout-out to Dr. Dalmao, a renowned dentist and the owner of the stable, for organizing this event and making it such a success.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Watch video
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Watch video
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.