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.
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

How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.

How much money do you need to have generational wealth?
"How much money do you need to have generational wealth?
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

TFSAs underused for wealth building, especially among gen Z and younger millennials
TFSAs underused for wealth building, especially among gen Z and younger millennials
#TeamIgnite #TFSA
#TeamIgnite #TFSA

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

The 2025 tax season will be here before we know it. Let’s get ahead of it.
#TaxStrategies #FinancialOptimization #HolisticAdvice
#TaxStrategies #FinancialOptimization #HolisticAdvice

💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.

💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.

Due to the weather and driving conditions, we are closed for the day! Stay safe!
We are working from home and can reached at 709-383-2800 and by email ignite.financial@sunlife.com.
We are working from home and can reached at 709-383-2800 and by email ignite.financial@sunlife.com.

Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!

Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap

📢 ATTENTION ALL GOVERNMENT EMPLOYEES!! 📢
👉 Are you sure you're registered with your group plan LONG TERM DISABILITY?
👉 Are you protected?
👉 On your paystub, Do you have LTD listed as a Deduction?
If not, you may be at risk if you are injured or sick….if you do, you way be overpaying too much.
Please feel free to contact us to help!
👉 Are you sure you're registered with your group plan LONG TERM DISABILITY?
👉 Are you protected?
👉 On your paystub, Do you have LTD listed as a Deduction?
If not, you may be at risk if you are injured or sick….if you do, you way be overpaying too much.
Please feel free to contact us to help!

Simply Put: What is an RRSP?
Unlock the power of RRSPs! 🔐💰
Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.
Need help with your RRSP? Contact us!
#RetirementPlanning #RRSP
Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.
Need help with your RRSP? Contact us!
#RetirementPlanning #RRSP

📅 Mark your calendars! The RRSP contribution deadline is March 3.
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning

🧮💰 Are you saving enough in your RRSP? This RRSP calculator can help you find out. https://sunlife.co/c57g
Connect with us if you need help using it or understanding the results. We can walk you through it.
#RRSP
Connect with us if you need help using it or understanding the results. We can walk you through it.
#RRSP

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.