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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.
As an incorporated physician, you can design your own pension style income using corporate investment strategies. You always have options.
This means more control for you, more flexibility, and tax efficiency, something most employees do not have.
Your future self will thank you for the decisions you make today. Let’s build a plan that makes work optional one day.
Are you ready? Let’s talk!
#RetirementPlanning #CorporateWealth #PhysicianFinance #MPCStrategy #FinancialFuture
This means more control for you, more flexibility, and tax efficiency, something most employees do not have.
Your future self will thank you for the decisions you make today. Let’s build a plan that makes work optional one day.
Are you ready? Let’s talk!
#RetirementPlanning #CorporateWealth #PhysicianFinance #MPCStrategy #FinancialFuture
As an incorporated physician, you can design your own pension style income using corporate investment strategies. You always have options.
This means more control for you, more flexibility, and tax efficiency, something most employees do not have.
Your future self will thank you for the decisions you make today. Let’s build a plan that makes work optional one day.
Are you ready? Let’s talk!
#RetirementPlanning #CorporateWealth #PhysicianFinance #MPCStrategy #FinancialFuture
This means more control for you, more flexibility, and tax efficiency, something most employees do not have.
Your future self will thank you for the decisions you make today. Let’s build a plan that makes work optional one day.
Are you ready? Let’s talk!
#RetirementPlanning #CorporateWealth #PhysicianFinance #MPCStrategy #FinancialFuture
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals.
Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals.
Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
As the leaves change, maybe your tax strategy should as well.
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
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
As the leaves change, maybe your tax strategy should as well.
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
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
On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
The Government of Canada released the 2025 federal budget on November 4 (subject to approval by Parliament). It includes several key measures related to tax cuts and incentives, federal benefits, and support for workers.
To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!
https://www.sunlife.ca/en/investments/market/canada-federal-budget/
To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!
https://www.sunlife.ca/en/investments/market/canada-federal-budget/
The Government of Canada released the 2025 federal budget on November 4 (subject to approval by Parliament). It includes several key measures related to tax cuts and incentives, federal benefits, and support for workers.
To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!
https://www.sunlife.ca/en/investments/market/canada-federal-budget/
To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!
https://www.sunlife.ca/en/investments/market/canada-federal-budget/
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
As a physician, you’ve dedicated your life to caring for others, diagnosing, treating, and saving lives.
But one day, you’ll want your time back. The freedom to slow down, travel, mentor, or simply live life on your terms.
Every financial choice you make today, how you invest, how you structure your medical corporation, how you invest, tax planning, shapes that future reality.
A secure retirement income doesn’t start with hope or luck. It starts with a clear, physician-focused financial plan.
Do you have a financial plan?
Send a message now to begin building your personalized retirement income plan.
But one day, you’ll want your time back. The freedom to slow down, travel, mentor, or simply live life on your terms.
Every financial choice you make today, how you invest, how you structure your medical corporation, how you invest, tax planning, shapes that future reality.
A secure retirement income doesn’t start with hope or luck. It starts with a clear, physician-focused financial plan.
Do you have a financial plan?
Send a message now to begin building your personalized retirement income plan.
As a physician, you’ve dedicated your life to caring for others, diagnosing, treating, and saving lives.
But one day, you’ll want your time back. The freedom to slow down, travel, mentor, or simply live life on your terms.
Every financial choice you make today, how you invest, how you structure your medical corporation, how you invest, tax planning, shapes that future reality.
A secure retirement income doesn’t start with hope or luck. It starts with a clear, physician-focused financial plan.
Do you have a financial plan?
Send a message now to begin building your personalized retirement income plan.
But one day, you’ll want your time back. The freedom to slow down, travel, mentor, or simply live life on your terms.
Every financial choice you make today, how you invest, how you structure your medical corporation, how you invest, tax planning, shapes that future reality.
A secure retirement income doesn’t start with hope or luck. It starts with a clear, physician-focused financial plan.
Do you have a financial plan?
Send a message now to begin building your personalized retirement income plan.
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
As a physician, you make countless decisions every day that impact others, but how often do you take time to review the decisions that impact your own financial health?
Salary or dividends? Each approach has unique implications for taxes, benefits, pensions and retirement contributions.
It all begins with a conversation.
Let’s answer your questions and create clarity around your income strategy, so your money works as hard as you do.
Message me today to start the conversation!
Salary or dividends? Each approach has unique implications for taxes, benefits, pensions and retirement contributions.
It all begins with a conversation.
Let’s answer your questions and create clarity around your income strategy, so your money works as hard as you do.
Message me today to start the conversation!
As a physician, you make countless decisions every day that impact others, but how often do you take time to review the decisions that impact your own financial health?
Salary or dividends? Each approach has unique implications for taxes, benefits, pensions and retirement contributions.
It all begins with a conversation.
Let’s answer your questions and create clarity around your income strategy, so your money works as hard as you do.
Message me today to start the conversation!
Salary or dividends? Each approach has unique implications for taxes, benefits, pensions and retirement contributions.
It all begins with a conversation.
Let’s answer your questions and create clarity around your income strategy, so your money works as hard as you do.
Message me today to start the conversation!
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
This Halloween, let's summon up some financial magic.
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
This Halloween, let's summon up some financial magic.
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
Your home, your haven. Let's keep it that way. Help protect your mortgage and give your loved ones peace of mind with mortgage protection solutions.
Learn about flexible coverage options you can personalize to your needs: https://www.sunlife.ca/en/insurance/mortgage-protection/
#MortgageProtection #FinancialSecurity
Learn about flexible coverage options you can personalize to your needs: https://www.sunlife.ca/en/insurance/mortgage-protection/
#MortgageProtection #FinancialSecurity
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Lifestyle changes and new habits for improved health
Lifestyle changes to help improve overall health include getting enough exercise, consuming a heart-healthy diet and getting plenty of quality sleep.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.