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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.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
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🚣♀️ Happy Regatta Day, St. John’s! 🎉
The historic Royal St. John’s Regatta is set for Wednesday, July 30—and like many in our community, we’ll be cheering on the rowers and enjoying the celebrations!
🏢 Please note: Our office will be closed for the day and will reopen on Thursday July 31st with regular hours.
Wishing everyone a fun, safe, and sunny Regatta Day—whether you’re on Quidi Vidi Lake or just soaking up the summer vibes. ☀️🚣♂️
#RoyalStJohnsRegatta #RegattaDay #StJohnsNL #CommunityTradition #OfficeClosed #EnjoyTheDay #NewfoundlandPride #TeamIgnite
The historic Royal St. John’s Regatta is set for Wednesday, July 30—and like many in our community, we’ll be cheering on the rowers and enjoying the celebrations!
🏢 Please note: Our office will be closed for the day and will reopen on Thursday July 31st with regular hours.
Wishing everyone a fun, safe, and sunny Regatta Day—whether you’re on Quidi Vidi Lake or just soaking up the summer vibes. ☀️🚣♂️
#RoyalStJohnsRegatta #RegattaDay #StJohnsNL #CommunityTradition #OfficeClosed #EnjoyTheDay #NewfoundlandPride #TeamIgnite
🚣♀️ Happy Regatta Day, St. John’s! 🎉
The historic Royal St. John’s Regatta is set for Wednesday, July 30—and like many in our community, we’ll be cheering on the rowers and enjoying the celebrations!
🏢 Please note: Our office will be closed for the day and will reopen on Thursday July 31st with regular hours.
Wishing everyone a fun, safe, and sunny Regatta Day—whether you’re on Quidi Vidi Lake or just soaking up the summer vibes. ☀️🚣♂️
#RoyalStJohnsRegatta #RegattaDay #StJohnsNL #CommunityTradition #OfficeClosed #EnjoyTheDay #NewfoundlandPride #TeamIgnite
The historic Royal St. John’s Regatta is set for Wednesday, July 30—and like many in our community, we’ll be cheering on the rowers and enjoying the celebrations!
🏢 Please note: Our office will be closed for the day and will reopen on Thursday July 31st with regular hours.
Wishing everyone a fun, safe, and sunny Regatta Day—whether you’re on Quidi Vidi Lake or just soaking up the summer vibes. ☀️🚣♂️
#RoyalStJohnsRegatta #RegattaDay #StJohnsNL #CommunityTradition #OfficeClosed #EnjoyTheDay #NewfoundlandPride #TeamIgnite
With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
🍁 Happy Canada Day! ✨
Today, we celebrate the beauty, diversity, and spirit of this amazing country we call home.
From coast to coast to coast, we’re proud to be part of a nation that values community, kindness, and opportunity.
Here’s to red and white, maple leaves, and the freedoms we enjoy every day.
Wishing you a joyful, safe, and sunshine-filled Canada Day!
❤️🤍
#CanadaDay #OhCanada #ProudToBeCanadian #MapleLeafStrong #July1st #CelebrateCanada #TeamIgnite
Today, we celebrate the beauty, diversity, and spirit of this amazing country we call home.
From coast to coast to coast, we’re proud to be part of a nation that values community, kindness, and opportunity.
Here’s to red and white, maple leaves, and the freedoms we enjoy every day.
Wishing you a joyful, safe, and sunshine-filled Canada Day!
❤️🤍
#CanadaDay #OhCanada #ProudToBeCanadian #MapleLeafStrong #July1st #CelebrateCanada #TeamIgnite
🍁 Happy Canada Day! ✨
Today, we celebrate the beauty, diversity, and spirit of this amazing country we call home.
From coast to coast to coast, we’re proud to be part of a nation that values community, kindness, and opportunity.
Here’s to red and white, maple leaves, and the freedoms we enjoy every day.
Wishing you a joyful, safe, and sunshine-filled Canada Day!
❤️🤍
#CanadaDay #OhCanada #ProudToBeCanadian #MapleLeafStrong #July1st #CelebrateCanada #TeamIgnite
Today, we celebrate the beauty, diversity, and spirit of this amazing country we call home.
From coast to coast to coast, we’re proud to be part of a nation that values community, kindness, and opportunity.
Here’s to red and white, maple leaves, and the freedoms we enjoy every day.
Wishing you a joyful, safe, and sunshine-filled Canada Day!
❤️🤍
#CanadaDay #OhCanada #ProudToBeCanadian #MapleLeafStrong #July1st #CelebrateCanada #TeamIgnite
Please note that the office will be closed today and tomorrow!
We will see you on Wednesday July 2nd!
We will see you on Wednesday July 2nd!
Please note that the office will be closed today and tomorrow!
We will see you on Wednesday July 2nd!
We will see you on Wednesday July 2nd!
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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☀️ Summer Office Hours Alert! 🌴
Starting Monday June 16th, our office will be operating on summer hours to help everyone enjoy the season a little more! 😎
We’re still here to help—just with a little extra sunshine! ☀️
Feel free to reach out during our new hours or send us a message anytime.
#SummerHours #OfficeUpdate #WorkLifeBalance #TeamIgnite
Starting Monday June 16th, our office will be operating on summer hours to help everyone enjoy the season a little more! 😎
We’re still here to help—just with a little extra sunshine! ☀️
Feel free to reach out during our new hours or send us a message anytime.
#SummerHours #OfficeUpdate #WorkLifeBalance #TeamIgnite
☀️ Summer Office Hours Alert! 🌴
Starting Monday June 16th, our office will be operating on summer hours to help everyone enjoy the season a little more! 😎
We’re still here to help—just with a little extra sunshine! ☀️
Feel free to reach out during our new hours or send us a message anytime.
#SummerHours #OfficeUpdate #WorkLifeBalance #TeamIgnite
Starting Monday June 16th, our office will be operating on summer hours to help everyone enjoy the season a little more! 😎
We’re still here to help—just with a little extra sunshine! ☀️
Feel free to reach out during our new hours or send us a message anytime.
#SummerHours #OfficeUpdate #WorkLifeBalance #TeamIgnite
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
In Markets as in Traffic - Impulsive Moves May Not Help You Get Ahead
What a great little illustration this is! Let's talk about volatility. Let's talk about how you're feeling! Let's talk about staying invested! #staythecourse #Ignite
David Booth on the “Old Normal”
David Booth is with our major wealth partner, Dimensional Fund Advisors. This video was recorded in response to the pandemic, but the message rings true. "This time feels different." But, it really isn't! #staystrong #keepcalm #investon
Mark Schmehl on Global Tariffs
Mark Schmehl, portfolio manager with Fidelity, one of our wealth partners, has some great insight here. Have a listen and fingers crossed for a quieter day in the markets today!
http://videos.fidelity.ca/en-investor-fidelitynow/watch/cmkubBd3LMRKenr3Rhe7xh
http://videos.fidelity.ca/en-investor-fidelitynow/watch/cmkubBd3LMRKenr3Rhe7xh
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.