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Subject: Do finances stress you out? You’re not alone!
You’re invited to attend a webinar on the 5 steps to boost your financial health on April 22,2026. Learn how to assess your current situation, create goals, make a budget and keep your finances healthy.
DATE: April 22,2026
TIME: 7:00 PM
LOCATION: https://sunlife-ca.zoom.us/my/kristashepherdmcinnis
Unable to attend but interested in this presentation?
Call or email me to book some time.
Krista Shepherd-McInnis QAFP®️
Financial Planner, Sun Life
#101, 37 Athabascan Ave, Sherwood Park, AB T8A 4H3
Tel: 403-775-2230 | Text: (587) 906-8935
Meet the team: http://bit.ly/Team-Sun
Reviews: https://bit.ly/Ian_Google
Let’s stay connected
Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Sun Life Assurance Company of Canada is the insurer and is a member of the Sun Life group of companies.
©️ Sun Life Assurance Company of Canada, 2024
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Our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. We collect, use and disclose your personal information to: develop and deliver the right products and services; enhance your experience and manage our business operations; perform underwriting, administration and claims adjudication; protect against fraud, errors or misrepresentations; tell you about other products and services; and meet legal and security obligations. We collect it directly from you, when you use our products and services, and from other sources. We keep your information confidential and only as long as needed. People who may access it include our employees, distribution partners such as advisors, service providers, reinsurers, or anyone else you authorize. At times, unless we’re prohibited, they may be outside your jurisdiction and your information may be subject to local laws. You can always ask for your information and to correct it if needed. In most cases, you have a right to withdraw your consent, but we may not be able to provide the requested product or service. Read our Global Privacy Statement and local policy at www.sunlife.ca/privacy or call us for a copy.
Session presented by a Mutual fund registered advisor.
*Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Sun Life Assurance Company of Canada is the insurer and is a member of the Sun Life group of companies.
©️ Sun Life Assurance Company of Canada, 2024.
This email was sent by: Krista Shepherd-McInnis | 37 Athabascan Ave #101, Sherwood Park, AB T8A 4H3 | Phone: (403) 775-2230 | Email: krista.shepherd-mcinnis@sunlife.com
From time to time I may send you information about other financial products and services that may be of interest to you. If you do not wish to receive these additional messages please click unsubscribe.
#SunLifeOnePlan #TFSA #RRSP
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/ian.mcculloch/
#RetirementStrategy #Retirement #SunLife
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/ian.mcculloch/
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/ian.mcculloch/
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/ian.mcculloch/
Financial advice that fits your needs. Let Sun Life One Plan help.
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
https://advisor.sunlife.ca/ian.mcculloch/
https://advisor.sunlife.ca/ian.mcculloch/
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/ian.mcculloch/
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/ian.mcculloch/
Brighten lives with strategic giving
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/ian.mcculloch/
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/ian.mcculloch/
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Have questions?
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