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How to make retirement savings last
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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
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.
Watch video
Not sure if your current retirement strategy still makes sense?
If you have a team, now’s a good time to check in.
If not, let’s talk about what truly matters to you.
Ahead of my July 4th webinar, here are 4 quick questions to reflect on.
Register 👉 https://sunlife-ca.zoom.us/webinar/register/WN_ifTgYp8oToaaP4J4aDMeWw#/registration
If you have a team, now’s a good time to check in.
If not, let’s talk about what truly matters to you.
Ahead of my July 4th webinar, here are 4 quick questions to reflect on.
Register 👉 https://sunlife-ca.zoom.us/webinar/register/WN_ifTgYp8oToaaP4J4aDMeWw#/registration
Not sure if your current retirement strategy still makes sense?
If you have a team, now’s a good time to check in.
If not, let’s talk about what truly matters to you.
Ahead of my July 4th webinar, here are 4 quick questions to reflect on.
Register 👉 https://sunlife-ca.zoom.us/webinar/register/WN_ifTgYp8oToaaP4J4aDMeWw#/registration
If you have a team, now’s a good time to check in.
If not, let’s talk about what truly matters to you.
Ahead of my July 4th webinar, here are 4 quick questions to reflect on.
Register 👉 https://sunlife-ca.zoom.us/webinar/register/WN_ifTgYp8oToaaP4J4aDMeWw#/registration
Can you invest your time and money in a mid-career gap and still be financially secure?
Even for those who can’t afford such a gap, identifying your values and stress testing your financial situation and long-term goals can be an invaluable exercise in realigning your focus on what matters most, such as spending more time with family or pursuing other goals.
Do you currently have a written plan and startegies for your financial dreams?
Let's have a clarity conversation to discuss what truly matters to you.
Send me a mesage today!
Do you currently have a written plan and startegies for your financial dreams?
Let's have a clarity conversation to discuss what truly matters to you.
Send me a mesage today!
Most physicians I meet plan their retirement savings… but not their retirement spending.
What does your financial future really look like? Beachfront condo or cozy mountain cabin? Monthly travel or quiet weekends at home?
The details matter. Because the cost of your future lifestyle depends entirely on the life you design.
Hope is not a strategy. Get clarity today!
Send me a message to discuss your financial dreams.
What does your financial future really look like? Beachfront condo or cozy mountain cabin? Monthly travel or quiet weekends at home?
The details matter. Because the cost of your future lifestyle depends entirely on the life you design.
Hope is not a strategy. Get clarity today!
Send me a message to discuss your financial dreams.
Most physicians I meet plan their retirement savings… but not their retirement spending.
What does your financial future really look like? Beachfront condo or cozy mountain cabin? Monthly travel or quiet weekends at home?
The details matter. Because the cost of your future lifestyle depends entirely on the life you design.
Hope is not a strategy. Get clarity today!
Send me a message to discuss your financial dreams.
What does your financial future really look like? Beachfront condo or cozy mountain cabin? Monthly travel or quiet weekends at home?
The details matter. Because the cost of your future lifestyle depends entirely on the life you design.
Hope is not a strategy. Get clarity today!
Send me a message to discuss your financial dreams.
Here’s a tough question for you: How much will your lifestyle cost in retirement?
Not how much you think you need—but how much your dream life will actually cost. Travel, hobbies, grandkids, golf, dinning out, philosophy and healthcare, these aren’t just wishes. They’re line items.
Retirement isn’t an age, it’s a lifestyle with a price tag. Have you calculated yours?
Send me a message if you need help with your retirement income plan.
Not how much you think you need—but how much your dream life will actually cost. Travel, hobbies, grandkids, golf, dinning out, philosophy and healthcare, these aren’t just wishes. They’re line items.
Retirement isn’t an age, it’s a lifestyle with a price tag. Have you calculated yours?
Send me a message if you need help with your retirement income plan.
Here’s a tough question for you: How much will your lifestyle cost in retirement?
Not how much you think you need—but how much your dream life will actually cost. Travel, hobbies, grandkids, golf, dinning out, philosophy and healthcare, these aren’t just wishes. They’re line items.
Retirement isn’t an age, it’s a lifestyle with a price tag. Have you calculated yours?
Send me a message if you need help with your retirement income plan.
Not how much you think you need—but how much your dream life will actually cost. Travel, hobbies, grandkids, golf, dinning out, philosophy and healthcare, these aren’t just wishes. They’re line items.
Retirement isn’t an age, it’s a lifestyle with a price tag. Have you calculated yours?
Send me a message if you need help with your retirement income plan.
People say you’ll spend less in retirement. But will you? No commute, sure—but what about more travel, more leisure, more flexibility?
The truth: retirement can be just as expensive, sometimes more than expected, if you want it to be full and free. Don’t guess. Get clear!!
The truth: retirement can be just as expensive, sometimes more than expected, if you want it to be full and free. Don’t guess. Get clear!!
People say you’ll spend less in retirement. But will you? No commute, sure—but what about more travel, more leisure, more flexibility?
The truth: retirement can be just as expensive, sometimes more than expected, if you want it to be full and free. Don’t guess. Get clear!!
The truth: retirement can be just as expensive, sometimes more than expected, if you want it to be full and free. Don’t guess. Get clear!!
Do you have a written retirement income plan? One that answers:
✅ When can I retire?
✅ How much will I need — and how will I draw from it?
✅ What if I get sick and need long term care?
✅ Is my income tax-efficient and protected?
If you’re serious about protecting your retirement lifestyle, you deserve clarity on these questions.
Let’s start a calm, pressure-free conversation about what a plan could look like for you.
Book your no-commitment financial review. Send me a message today!
✅ When can I retire?
✅ How much will I need — and how will I draw from it?
✅ What if I get sick and need long term care?
✅ Is my income tax-efficient and protected?
If you’re serious about protecting your retirement lifestyle, you deserve clarity on these questions.
Let’s start a calm, pressure-free conversation about what a plan could look like for you.
Book your no-commitment financial review. Send me a message today!
Do you have a written retirement income plan? One that answers:
✅ When can I retire?
✅ How much will I need — and how will I draw from it?
✅ What if I get sick and need long term care?
✅ Is my income tax-efficient and protected?
If you’re serious about protecting your retirement lifestyle, you deserve clarity on these questions.
Let’s start a calm, pressure-free conversation about what a plan could look like for you.
Book your no-commitment financial review. Send me a message today!
✅ When can I retire?
✅ How much will I need — and how will I draw from it?
✅ What if I get sick and need long term care?
✅ Is my income tax-efficient and protected?
If you’re serious about protecting your retirement lifestyle, you deserve clarity on these questions.
Let’s start a calm, pressure-free conversation about what a plan could look like for you.
Book your no-commitment financial review. Send me a message today!
MYTH: “High income means I don’t need financial planning.”
TRUTH: More income often means more complexity, and more at risk without a plan.
Many physicians are flying blind with:
• No retirement strategy
• Overlapping insurance
• Tax inefficiencies
• No plan for when or how to slow down
A clear strategy isn’t about how much you earn. It’s about what you keep, protect, and grow.
Peace of mind is possible when you are doing the right things towards achieving your financial dreams.
Message me if you want to make sure your financial plan is working as hard as you are.
TRUTH: More income often means more complexity, and more at risk without a plan.
Many physicians are flying blind with:
• No retirement strategy
• Overlapping insurance
• Tax inefficiencies
• No plan for when or how to slow down
A clear strategy isn’t about how much you earn. It’s about what you keep, protect, and grow.
Peace of mind is possible when you are doing the right things towards achieving your financial dreams.
Message me if you want to make sure your financial plan is working as hard as you are.
MYTH: “High income means I don’t need financial planning.”
TRUTH: More income often means more complexity, and more at risk without a plan.
Many physicians are flying blind with:
• No retirement strategy
• Overlapping insurance
• Tax inefficiencies
• No plan for when or how to slow down
A clear strategy isn’t about how much you earn. It’s about what you keep, protect, and grow.
Peace of mind is possible when you are doing the right things towards achieving your financial dreams.
Message me if you want to make sure your financial plan is working as hard as you are.
TRUTH: More income often means more complexity, and more at risk without a plan.
Many physicians are flying blind with:
• No retirement strategy
• Overlapping insurance
• Tax inefficiencies
• No plan for when or how to slow down
A clear strategy isn’t about how much you earn. It’s about what you keep, protect, and grow.
Peace of mind is possible when you are doing the right things towards achieving your financial dreams.
Message me if you want to make sure your financial plan is working as hard as you are.
You didn’t build a medical career by guessing.
And yet, many physicians are still “hoping it all works out” when it comes to their money.
Hope isn’t a strategy.
Clarity is.
Let’s help you feel as confident about your financial life as you do in your profession.
I can help
And yet, many physicians are still “hoping it all works out” when it comes to their money.
Hope isn’t a strategy.
Clarity is.
Let’s help you feel as confident about your financial life as you do in your profession.
I can help
You didn’t build a medical career by guessing.
And yet, many physicians are still “hoping it all works out” when it comes to their money.
Hope isn’t a strategy.
Clarity is.
Let’s help you feel as confident about your financial life as you do in your profession.
I can help
And yet, many physicians are still “hoping it all works out” when it comes to their money.
Hope isn’t a strategy.
Clarity is.
Let’s help you feel as confident about your financial life as you do in your profession.
I can help
Do you have a written financial plan? One that answers:
1. When can I retire?
2. How much will I need — and how will I draw from it?
3. What if I get sick and can’t practice?
4. Is my income tax-efficient and protected?
If you’re serious about your financial future, you deserve clarity on these questions. Correct?
Let’s start a calm, pressure-free conversation about what a plan could look like for you.
Book your no-commitment financial review.
1. When can I retire?
2. How much will I need — and how will I draw from it?
3. What if I get sick and can’t practice?
4. Is my income tax-efficient and protected?
If you’re serious about your financial future, you deserve clarity on these questions. Correct?
Let’s start a calm, pressure-free conversation about what a plan could look like for you.
Book your no-commitment financial review.
Do you have a written financial plan? One that answers:
1. When can I retire?
2. How much will I need — and how will I draw from it?
3. What if I get sick and can’t practice?
4. Is my income tax-efficient and protected?
If you’re serious about your financial future, you deserve clarity on these questions. Correct?
Let’s start a calm, pressure-free conversation about what a plan could look like for you.
Book your no-commitment financial review.
1. When can I retire?
2. How much will I need — and how will I draw from it?
3. What if I get sick and can’t practice?
4. Is my income tax-efficient and protected?
If you’re serious about your financial future, you deserve clarity on these questions. Correct?
Let’s start a calm, pressure-free conversation about what a plan could look like for you.
Book your no-commitment financial review.
As a physician, your time is valuable and so is your financial peace of mind.
Have you ever find yourself wondering,
👉 “Is my investment strategy really working for me?”
👉 “Am I on track to retire on my terms?”
👉 “Do I have the right financial plan in place for my future?”
I’d be happy to offer my opinion on your current strategy.
No pressure. Just a thoughtful conversation to help you gain clarity and confidence.
Send me a message today!
Have you ever find yourself wondering,
👉 “Is my investment strategy really working for me?”
👉 “Am I on track to retire on my terms?”
👉 “Do I have the right financial plan in place for my future?”
I’d be happy to offer my opinion on your current strategy.
No pressure. Just a thoughtful conversation to help you gain clarity and confidence.
Send me a message today!
As a physician, your time is valuable and so is your financial peace of mind.
Have you ever find yourself wondering,
👉 “Is my investment strategy really working for me?”
👉 “Am I on track to retire on my terms?”
👉 “Do I have the right financial plan in place for my future?”
I’d be happy to offer my opinion on your current strategy.
No pressure. Just a thoughtful conversation to help you gain clarity and confidence.
Send me a message today!
Have you ever find yourself wondering,
👉 “Is my investment strategy really working for me?”
👉 “Am I on track to retire on my terms?”
👉 “Do I have the right financial plan in place for my future?”
I’d be happy to offer my opinion on your current strategy.
No pressure. Just a thoughtful conversation to help you gain clarity and confidence.
Send me a message today!
The true cost of owning a dog - It's Your Money
Adopting a dog from a local shelter in Canada typically costs between $300 and $600. This usually includes vaccinations, spaying or neutering and a basic health check. If you’re getting a dog from a breeder, expect to pay anywhere from $1,000 to over $3,000, depending on the breed.
Most physicians are earning well… but not every physician has a wealth strategy that’s built to endure.
Your financial world is complex:
Multiple income sources, student debt, tax considerations, retirement plans, insurance, and long-term goals. Without a coordinated strategy and working with the right team of advisors, it’s easy for important details to fall through the cracks.
A long-lasting wealth strategy doesn’t just protect your income, it aligns your financial decisions with your values, timeline, and vision for the future.
Do you have a written plan that brings it all together?
Schedule a no-commitment conversation to explore what’s possible when your money has a clear strategy.
Your financial world is complex:
Multiple income sources, student debt, tax considerations, retirement plans, insurance, and long-term goals. Without a coordinated strategy and working with the right team of advisors, it’s easy for important details to fall through the cracks.
A long-lasting wealth strategy doesn’t just protect your income, it aligns your financial decisions with your values, timeline, and vision for the future.
Do you have a written plan that brings it all together?
Schedule a no-commitment conversation to explore what’s possible when your money has a clear strategy.
Most physicians are earning well… but not every physician has a wealth strategy that’s built to endure.
Your financial world is complex:
Multiple income sources, student debt, tax considerations, retirement plans, insurance, and long-term goals. Without a coordinated strategy and working with the right team of advisors, it’s easy for important details to fall through the cracks.
A long-lasting wealth strategy doesn’t just protect your income, it aligns your financial decisions with your values, timeline, and vision for the future.
Do you have a written plan that brings it all together?
Schedule a no-commitment conversation to explore what’s possible when your money has a clear strategy.
Your financial world is complex:
Multiple income sources, student debt, tax considerations, retirement plans, insurance, and long-term goals. Without a coordinated strategy and working with the right team of advisors, it’s easy for important details to fall through the cracks.
A long-lasting wealth strategy doesn’t just protect your income, it aligns your financial decisions with your values, timeline, and vision for the future.
Do you have a written plan that brings it all together?
Schedule a no-commitment conversation to explore what’s possible when your money has a clear strategy.
Mortgage-free retirement? Not so for 29% of soon-to-be retirees - National | Globalnews.ca
For nearly a third of soon-to-be-retired Canadians, living a mortgage-free retirement may not be on the cards for at least a few years, a new report says.
Do you curently have a financial plan for your future?
Send me a message today to get started.
Do you curently have a financial plan for your future?
Send me a message today to get started.
You’ve spent years training and practicing as a physician. But when it comes to your hard earned money, do you have a written financial plan that clearly outlines your dreams on paper … and the steps to get there?
Many physicians don’t.
And that’s where the gap begins.
Let’s bring clarity to your financial life, without overwhelm.
Let’s schedule a no-commitment conversation to explore what’s possible when your money has a strategy.
👋 Book your free Financial Health Check today. Booking link in my profile.
Many physicians don’t.
And that’s where the gap begins.
Let’s bring clarity to your financial life, without overwhelm.
Let’s schedule a no-commitment conversation to explore what’s possible when your money has a strategy.
👋 Book your free Financial Health Check today. Booking link in my profile.
You’ve spent years training and practicing as a physician. But when it comes to your hard earned money, do you have a written financial plan that clearly outlines your dreams on paper … and the steps to get there?
Many physicians don’t.
And that’s where the gap begins.
Let’s bring clarity to your financial life, without overwhelm.
Let’s schedule a no-commitment conversation to explore what’s possible when your money has a strategy.
👋 Book your free Financial Health Check today. Booking link in my profile.
Many physicians don’t.
And that’s where the gap begins.
Let’s bring clarity to your financial life, without overwhelm.
Let’s schedule a no-commitment conversation to explore what’s possible when your money has a strategy.
👋 Book your free Financial Health Check today. Booking link in my profile.
Ways to give money to grandchildren who have maxed out their RESPs
Ways to give money to grandchildren who have maxed out their RESPs
Should you move up plans to buy a home? Gauge the risks and rewards - National | Globalnews.ca
According to the Canadian Real Estate Association (CREA), homes sales fell 9.3 per cent in March compared with this time last year. Is it the best time for you to buy? Speak to your realtor today!
Let me know if you need help finding a competent realtor.
Let me know if you need help finding a competent realtor.
Have you made a mistake or need to change your tax return? Here’s how
Have you made a mistake or need to change your tax return? Here’s how
Have questions?
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