Stay Informed
We regularly share important information related to your life and financial planning. Visit this section of our website frequently to stay informed about updates that may be relevant to you. If there's anything specific, you'd like to know more about, please let us know. Remember, you can also access your account 24/7 by clicking my Sun Life above.
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Small businesses to receive five years’ worth of carbon rebates in December
Small businesses to receive five years’ worth of carbon rebates in December
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
How to keep more of your retirement income and pay less tax
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
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....
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.
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....
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!
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.
How can inflation affect your retirement plan?
No matter where you are on the retirement savings journey, here’s what you need to know about inflation, and what you can take to protect your plans for...
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
Worried about volatile markets? Here are 4 questions to ask your financial advisor
Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
How To Make Your Money Last For Generations
https://sunlife.co/make-your-money-last-for-generations
Estate planning and charitable giving
Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.
Advice | Discussing inheritances with loved ones now more important than ever: experts
When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list....
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.