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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.
Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg
Invest in your debt
Compounding works both ways. With Canadian's household debt at record levels, it works very well for lenders.
Compounding works both ways. With Canadian's household debt at record levels, it works very well for lenders.
Warren Buffett eyes Canadian investment as cash pile hits fresh record
“We do not feel uncomfortable in any shape or form putting our money into Canada,” he said. “In fact, we’re actually looking at one thing now.”
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg
A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings. https://advisor.sunlife.ca/iab/
Worried about retirement savings? Here's one way to catch up: Dale Jackson - BNN Bloomberg
It starts with making a registered retirement savings plan (RRSP) contribution before the Feb. 29 deadline. You can always contribute to your RRSP, but this month’s deadline applies to plan holders who want to deduct the contribution from their 2023 income – and time is of the essence. https://advisor.sunlife.ca/iab/
Sun Life Financial reports net income of $749 million for Q4 2023 | Advisor.ca
Sun Life Financial Inc. reported a net income of $749 million in the last quarter of 2023, down 36% from $1.165 billion during the same quarter a year earlier. https://advisor.sunlife.ca/iab/
6 RRSP contribution myths debunked - BNN Bloomberg
With the February 29 Registered Retirement Savings Plan (RRSP) contribution deadline looming, a new poll finds 61 per cent of Canadians know more about their favourite TV show than their pension plans.https://advisor.sunlife.ca/iab/
Forget downsizing: Canadian seniors staying in large houses well into their 80s, due in part to lack of options
Seniors are now less likely to sell their homes before age 85, it said, noting the demographic shift needed to free up a meaningful amount of housing stock won’t start happening for several years. “According to Statistics Canada’s demographic projections, population growth in the 85-and-over age group will be higher from 2030 to around 2040.” https://advisor.sunlife.ca/iab/
Opinion: Don’t blame the boomers for the economy – they put in more than they take
Boomers continue to contribute more to the economy than any earlier generation. It is they who pressured governments some years ago to eliminate mandatory retirement at age 65. Today, they are working longer than the generation before them.
https://advisor.sunlife.ca/iab/
https://advisor.sunlife.ca/iab/
Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg
The Bank of Canada says it’s watching core inflation closely as it weighs when to cut rates, but a mixed bag of measures gives it options on timing and clouds the outlook for markets and economists.
Baby boomers are the happiest employees in the workplace: survey | Benefits Canada.com
The survey, which polled more than 1,200 workers, found generation Z (6.7 points) was the next happiest generation, followed closely by millennials (6.6 points) and generation X (6.5 points). https://advisor.sunlife.ca/iab/
Number of Canadians worrying about their finances spikes to new high
The number of Canadians worrying about their day-to-day finances spiked to a new high in January, according to the latest reading from an ongoing survey of financial well-being. https://advisor.sunlife.ca/iab/
Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg
MUTUAL FUND PROS
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
https://advisor.sunlife.ca/iab/
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
https://advisor.sunlife.ca/iab/
5 parenting tips for blended families | Sun Life Canada
Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty. https://advisor.sunlife.ca/iab/
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.https://advisor.sunlife.ca/iab/
We are very excited to announce that IAB & Associates Financial Solutions Inc. at Sun Life has been chosen as the winner of the Canadian Choice Award 2024 in the Financial Consultants Category in the area of Richmond Hill! We would like to thank our clients for nominating us and be part of this incredible achievement. This award is the result of all the hard work and dedication of our amazing team who supports our clients in their journey to achieve lifetime financial security. Your support is key to our success! #CanadianChoiceAward #FinancialPlanning
Please visit our website: www.ivanarturo.com
Please visit our website: www.ivanarturo.com
We are very excited to announce that IAB & Associates Financial Solutions Inc. at Sun Life has been chosen as the winner of the Canadian Choice Award 2024 in the Financial Consultants Category in the area of Richmond Hill! We would like to thank our clients for nominating us and be part of this incredible achievement. This award is the result of all the hard work and dedication of our amazing team who supports our clients in their journey to achieve lifetime financial security. Your support is key to our success! #CanadianChoiceAward #FinancialPlanning
Please visit our website: www.ivanarturo.com
Please visit our website: www.ivanarturo.com
5 steps to choosing a guardian for your children
Here are some helpful tips when selecting a guardian for your children:
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article! https://advisor.sunlife.ca/iab/
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article! https://advisor.sunlife.ca/iab/
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.https://advisor.sunlife.ca/iab/
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.
Refinance or renew? How to choose when mortgage renewal creates sticker shock - BNN Bloomberg
Many Canadian homeowners are facing sticker shock with their monthly payments as their mortgage comes up for renewal, leaving them with a crucial choice...
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.
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 Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.