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.
Worried about retirement savings? Here's one way to catch up: Dale Jackson - BNN Bloomberg

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 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

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

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

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/
Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg

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

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

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

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/
5 parenting tips for blended families | Sun Life Canada

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

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/
5 steps to choosing a guardian for your children

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/
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.https://advisor.sunlife.ca/iab/
Budget calculator

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.
Refinance or renew? How to choose when mortgage renewal creates sticker shock - BNN Bloomberg

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 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.
Canada inflation slows to 3.1%, keeping bank on hold - BNN Bloomberg

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...
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.
3 reasons to get life insurance in your 20s or 30s

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.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Sunlife
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.