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.

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.


Peter Lynch talking about pullbacks in the Stock Market
I’d encourage you to watch this short video from legendary investor, Peter Lynch, who emphasizes that market pullbacks are not anomalies - they’re part of the game. For those unfamiliar, Lynch managed Fidelity Magellan Fund from 1977-1990 delivering an average annual return of 29% and made it become one of the most successful mutual funds of all time.
Link - https://www.youtube.com/watch?v=Oik_N0BoiQE
Link - https://www.youtube.com/watch?v=Oik_N0BoiQE

CIO Andrew Marchese on the latest U.S. tariffs
https://videos.fidelity.ca/en-investor-fidelitynow/watch/1JSzjuK6V34yA7tWfPNJFi?vyemail=zack.faubert-tetreault%40sunlife.com&Marketing_ID=0234868&utm_source=mk&utm_medium=email&utm_campaign=fic-adv-evnt-fidelitynow+andrewmarchese-040325-conversion&utm_content=en&mkt_tok=OTAyLU1ISy0yMDUAAAGZm6OT8yCauaBnkR6kgsE_doGGmItJJQYv3SvAyIoOffA_sroJQGdkftwExF_T7Yplq-ufS5jTcMnUvi8VUbqZ3dkSF6DmuBlFJzO5GpocGnq9Pbw

Congratulations to our fearless leader Zack Faubert-Tetreault and his Iron Horse Financial Solutions sponsored men's hockey team for their League Championship win last night! Well done boys!!
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.

David Tulk on tariffs, current rate environment
https://videos.fidelity.ca/en-investor-fidelitynow/watch/damWWoniEa8hazCHdKcAro?vyemail=zack.faubert-tetreault%40sunlife.com&Marketing_ID=0234868&utm_source=mk&utm_medium=email&utm_campaign=fic-adv-evnt-fidelitynowdavidtulk-032525-conversion&utm_content=en&mkt_tok=OTAyLU1ISy0yMDUAAAGZbGArkfVgA2HbDfTcoXR0URKS_wEyTSz42xyOOelXty0MATtQoYIZwBijH66K-nRe4efnqoLUXekDaW2HAdfadubjKByVTzY5d5qwXDLkIcjXTWU

🎓 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.

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.

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.

💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.

No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.

💰 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.

Feds order CRA to defer capital gains tax hike
https://videos.fidelity.ca/en-campaign-videos/watch/ZpTPDv1DR7BtWeATFjjndW

Tariffs: Canadian economy and markets
https://videos.fidelity.ca/en-campaign-videos/watch/DXPHrW1XdxwV9kNnwNmVyQ?

Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.

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.