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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.
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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As we gather to reflect on the year, all of us at IAB and Associates Financial Solutions Inc. want to take a moment to express our sincere gratitude for the trust, support and connections we have had the privilege to build this year. To our Clients, colleagues, family and friends, thank you for being part of our journey.
Wishing you and your loved ones a joyful, restful, and memorable Thanksgiving filled with warmth and celebration.
Happy Thanksgiving!!
Wishing you and your loved ones a joyful, restful, and memorable Thanksgiving filled with warmth and celebration.
Happy Thanksgiving!!
As we gather to reflect on the year, all of us at IAB and Associates Financial Solutions Inc. want to take a moment to express our sincere gratitude for the trust, support and connections we have had the privilege to build this year. To our Clients, colleagues, family and friends, thank you for being part of our journey.
Wishing you and your loved ones a joyful, restful, and memorable Thanksgiving filled with warmth and celebration.
Happy Thanksgiving!!
Wishing you and your loved ones a joyful, restful, and memorable Thanksgiving filled with warmth and celebration.
Happy Thanksgiving!!
We had an amazing time presenting at AMIGO EXPO on September 20th! With over 60 speakers and exhibitors, the event was packed with opportunities for business and professional growth.
Our presentation on financial planning gave us the opportunity to connect with professionals, entrepreneurs, and community leaders who are passionate about building a strong financial future.
A big thank you to Mauricio Ospina for creating a space that encourages education, networking, and empowerment!
For more information about our services please visit our website: www.ivanarturo.com
Your Future Awaits!!
Our presentation on financial planning gave us the opportunity to connect with professionals, entrepreneurs, and community leaders who are passionate about building a strong financial future.
A big thank you to Mauricio Ospina for creating a space that encourages education, networking, and empowerment!
For more information about our services please visit our website: www.ivanarturo.com
Your Future Awaits!!
We had an amazing time presenting at AMIGO EXPO on September 20th! With over 60 speakers and exhibitors, the event was packed with opportunities for business and professional growth.
Our presentation on financial planning gave us the opportunity to connect with professionals, entrepreneurs, and community leaders who are passionate about building a strong financial future.
A big thank you to Mauricio Ospina for creating a space that encourages education, networking, and empowerment!
For more information about our services please visit our website: www.ivanarturo.com
Your Future Awaits!!
Our presentation on financial planning gave us the opportunity to connect with professionals, entrepreneurs, and community leaders who are passionate about building a strong financial future.
A big thank you to Mauricio Ospina for creating a space that encourages education, networking, and empowerment!
For more information about our services please visit our website: www.ivanarturo.com
Your Future Awaits!!
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
🎥 Interest Rates Are Dropping. Here’s What That Means for You.
The Bank of Canada has started lowering its key interest rate, and that shift has big implications for your finances, from debt payments to investments. In this quick video, I break down three key ways falling rates could impact your money and how you can take advantage of the current environment.
If you're wondering what this means for your portfolio or financial plan, now’s a great time to explore your options.
Watch the video and let’s connect if you’d like to talk about your own strategy.
Your Future Awaits!
Visit our website: www.ivanarturo.com
#FinancialPlanning #InterestRates #Investing
The Bank of Canada has started lowering its key interest rate, and that shift has big implications for your finances, from debt payments to investments. In this quick video, I break down three key ways falling rates could impact your money and how you can take advantage of the current environment.
If you're wondering what this means for your portfolio or financial plan, now’s a great time to explore your options.
Watch the video and let’s connect if you’d like to talk about your own strategy.
Your Future Awaits!
Visit our website: www.ivanarturo.com
#FinancialPlanning #InterestRates #Investing
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How do I get the right personal health insurance?
Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.
Learn more in this article.
Learn more in this article.
Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more 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.
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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.
.
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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.
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.