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.

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

#SunLifeOnePlan #FinancialSecurity
Wishing you a bright and prosperous Diwali!

As the festival of lights illuminates homes and hearts, warmest wishes are extended to you and your loved ones this Diwali.

May this occasion bring you joy that sparkles, success that shines, health that glows and prosperity that blooms.
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.

#SunLifeOnePlan #YourFinances #FinancialGoals
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams

What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒

https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.

Happy Thanksgiving!
Think again! Sun Life's Term Insurance for Diabetes offers a higher chance of approval compared to conventional life insurance and affordable premiums. Don't miss your chance to win $5,000 in the monthly contest. Contact me to apply and learn how Sun Life is changing insurance for people living with diabetes.

#FinancialSecurity #DiabetesSupport

*Certain terms and conditions apply.
RRSP or TFSA? Company pension? Ways to save for retirement

RRSP or TFSA? Company pension? Ways to save for retirement

Access helpful resources on financial knowledge developed by professionals in the industry.

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.
Read article
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.

#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
Watch video
📢 TFSA alert: The 2025 contribution limit is $7,000!

💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.

Questions? Let's chat about your financial goals!

#TFSA #FinancialGoals
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

#SunLifeOnePlan #Insurance #YourWealth
Knowledge is power in the battle against breast cancer. This month, be empowered to learn about risk factors, screening options and the importance of self-exams. Schedule your mammogram today and encourage your loved ones to do the same. Your health matters – let's spread awareness and save lives.

#BreastCancerAwarenessMonth
Seniors shape our communities with wisdom and resilience. This #NationalSeniorsDay, let's honor them by:
-Being a trusted family or friend
-Sharing a meal together
-Expressing gratitude for their influence

It’s also a good time to check in and remind them to:

-Be cautious of unexpected requests for money or information
-Verify identities of those claiming to be relatives in need
-Report suspicious activity to authorities

Let's celebrate seniors while protecting them from fraud. Show your appreciation by showing their safety matters. Here are 10 tips to help seniors recognize common scams: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.

You’re busy, but taking the time to assess your finances during these times is important.

Reach out and we can create a financial roadmap.
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

#WealthManagement #FinancialRoadmap #SunLifeOnePlan

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect