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.
A guide to family finances and the new CRA reporting rules for bare trusts – are you in the crosshairs?
For the first time, bare trusts are required to file T3 Trust Income Tax and Information Returns for the 2023 year. Deadline is April 2 , 2024.
If Canadians don’t file the returns by the deadline, they could face penalties up to $2,500.
Trusts that hold less than $50,000 in assets may be exempt from the reporting requirements
Example of bare trust arrangements : financial account made by a parent or grandparent for a minor , joint bank account between an adult child and their elderly parent , parent co-signing a mortgage for their child.
If Canadians don’t file the returns by the deadline, they could face penalties up to $2,500.
Trusts that hold less than $50,000 in assets may be exempt from the reporting requirements
Example of bare trust arrangements : financial account made by a parent or grandparent for a minor , joint bank account between an adult child and their elderly parent , parent co-signing a mortgage for their child.
I have started the year off feeling blessed and grateful for many things .
I truly look forward to working with existing and new clients to journey this financial planning process together , and taking steps to reach your goals.
I truly look forward to working with existing and new clients to journey this financial planning process together , and taking steps to reach your goals.
Watch video
Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg
MUTUAL FUND PROS
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
Don’t forget about RESPs when planning for your client’s estate | Investment Executive
Proper estate planning for RESP is important.
I can work with you to avoid unnecessary cost or delay.
I can work with you to avoid unnecessary cost or delay.
7 Canadian Tax Changes That Might Affect You in 2024 - NerdWallet Canada
New federal tax brackets, a higher Basic Personal Amount and the end of the flat-rate method for home office expense deductions are among the notable changes.
TFSA limit rises to $7,000 for 2024, officially | Investment Executive
Tax-Free Earnings & Tax-Free Withdrawals.
Tax-Free Saving account is a great way to save for any financial goal – a long-term goal such as retirement or a short-term goal such as vacation
Tax-Free Saving account is a great way to save for any financial goal – a long-term goal such as retirement or a short-term goal such as vacation
5 steps to choosing a guardian for your children
Here are some helpful tips when selecting a guardian for your children:
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
Financial Literacy Month started in Canada in 2011 . Its goal is to empower Canadians with the knowledge and skills needed to make informed financial decisions.
I welcome you to walk this journey with me . Visit my website for more information
https://advisor.sunlife.ca/jacqueline.ng/about
I welcome you to walk this journey with me . Visit my website for more information
https://advisor.sunlife.ca/jacqueline.ng/about
Financial Literacy Month started in Canada in 2011 . Its goal is to empower Canadians with the knowledge and skills needed to make informed financial decisions.
I welcome you to walk this journey with me . Visit my website for more information
https://advisor.sunlife.ca/jacqueline.ng/about
I welcome you to walk this journey with me . Visit my website for more information
https://advisor.sunlife.ca/jacqueline.ng/about
Sun Life Healthy You, just like the Raptors do !
So happy to be the winner of the Toronto Raptors jersey signed by Pascal Siakam. Thank you Advisor Digital Presence Team !
So happy to be the winner of the Toronto Raptors jersey signed by Pascal Siakam. Thank you Advisor Digital Presence Team !
Sun Life Healthy You, just like the Raptors do !
So happy to be the winner of the Toronto Raptors jersey signed by Pascal Siakam. Thank you Advisor Digital Presence Team !
So happy to be the winner of the Toronto Raptors jersey signed by Pascal Siakam. Thank you Advisor Digital Presence Team !
With airfares rising, here's how to find a travel deal this year - BNN Bloomberg
Low prices are out there -- particularly for domestic flights.
4 key dates for investors to mark in their 2023 calendars - BNN Bloomberg
Investors eager to put 2022 behind them can turn their attention to a new year of opportunity. From a tax perspective, opportunity knocks four times in 2023...
During this holiday season, we take time to reflect upon the good things we have and those who have helped to shape our business .
Thank you for a great year, and we wish you all the best as you embark on 2023 !
Thank you for a great year, and we wish you all the best as you embark on 2023 !
During this holiday season, we take time to reflect upon the good things we have and those who have helped to shape our business .
Thank you for a great year, and we wish you all the best as you embark on 2023 !
Thank you for a great year, and we wish you all the best as you embark on 2023 !
November is Financial Literacy Month.
The goal is to help Canadians build financial resilience, so that they can confidently navigate financial decisions in challenging times and a digital economy. All stakeholders in the financial ecosystem have a role to play in helping reduce barriers, catalyze action, and work together, so that we can collectively help Canadians build financial resilience.
The goal is to help Canadians build financial resilience, so that they can confidently navigate financial decisions in challenging times and a digital economy. All stakeholders in the financial ecosystem have a role to play in helping reduce barriers, catalyze action, and work together, so that we can collectively help Canadians build financial resilience.
November is Financial Literacy Month.
The goal is to help Canadians build financial resilience, so that they can confidently navigate financial decisions in challenging times and a digital economy. All stakeholders in the financial ecosystem have a role to play in helping reduce barriers, catalyze action, and work together, so that we can collectively help Canadians build financial resilience.
The goal is to help Canadians build financial resilience, so that they can confidently navigate financial decisions in challenging times and a digital economy. All stakeholders in the financial ecosystem have a role to play in helping reduce barriers, catalyze action, and work together, so that we can collectively help Canadians build financial resilience.
Q3 2022 market update Economic uncertainty continues
Soaring inflation and rising interest rates weighed heavily on financial markets worldwide in the third quarter of 2022. Read on for our view of the global...
Financial check-up
When you think about your health, what comes to mind? Most people will automatically jump to physical, mental and emotional health―but what about financial?
Let's sit down and review how you’ve done this past year and ensure you’re still on the right path to achieving your financial goals.
Let's sit down and review how you’ve done this past year and ensure you’re still on the right path to achieving your financial goals.
Convention 2022 in Vancouver – where Bold meets Bright .
Glad I've made the right business decision to attend the convention .
Thrilled to reconnect with colleagues across the country and share ideas.
Great to hear executive team shares corporate direction and their visions
Glad I've made the right business decision to attend the convention .
Thrilled to reconnect with colleagues across the country and share ideas.
Great to hear executive team shares corporate direction and their visions
Convention 2022 in Vancouver – where Bold meets Bright .
Glad I've made the right business decision to attend the convention .
Thrilled to reconnect with colleagues across the country and share ideas.
Great to hear executive team shares corporate direction and their visions
Glad I've made the right business decision to attend the convention .
Thrilled to reconnect with colleagues across the country and share ideas.
Great to hear executive team shares corporate direction and their visions
7 life insurance mistakes to avoid
Are you wondering about life insurance mistakes to avoid? A Sun Life advisor shares 7 common mistakes. Visit sunlife.ca to learn more.
Welcome! You are invited to join a webinar: 5 reasons to consolidate your investments. After registering, you will receive a confirmation email about joining the webinar.
Are your retirement savings and investments all over the place? Join us for this 45-minute webinar next Thursday Jun 30th . We’ll discuss the different ways consolidating your investments can help you take control of your finances and simply for your life.
Register now to save your spot https://hearsay.social/3zRfSNX
Unable to attend , but interested in learning more about consolidating your investments ? Reach out to me and let’s have a conversation.
Register now to save your spot https://hearsay.social/3zRfSNX
Unable to attend , but interested in learning more about consolidating your investments ? Reach out to me and let’s have a conversation.
Want to start your career as an advisor ?
You are invited to a Zoom event on June 21, 2022 at 6pm (ET)
Hear and learn from Sun Life leaders and experienced advisors
Register for this event, please visit https://cvent.me/VyPnLM?locale=en
You are invited to a Zoom event on June 21, 2022 at 6pm (ET)
Hear and learn from Sun Life leaders and experienced advisors
Register for this event, please visit https://cvent.me/VyPnLM?locale=en
Want to start your career as an advisor ?
You are invited to a Zoom event on June 21, 2022 at 6pm (ET)
Hear and learn from Sun Life leaders and experienced advisors
Register for this event, please visit https://cvent.me/VyPnLM?locale=en
You are invited to a Zoom event on June 21, 2022 at 6pm (ET)
Hear and learn from Sun Life leaders and experienced advisors
Register for this event, please visit https://cvent.me/VyPnLM?locale=en
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.