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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.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
TFSA Income: 2 High-Yield TSX Dividend Stocks to Consider Now
Low oil prices have pushed the share price down from $55 last year to $43. Near-term turbulence should be expected, but
More Canadians are counting on their homes to finance retirement: Dale Jackson
A recent survey from the Healthcare of Ontario Pension Plan (HOOP) shows the family home has become a growing part of Canadian retirement plans.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
8 financial mistakes newcomers to Canada make—and how to avoid them - MoneySense
Starting over in a new country means relearning the basics, including personal finance. Vickram Agarwal shares his hard-won experiences.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Watch video
The Strategic Advantage Of Asset Location
What differentiates the most impactful advisors is not expertise in isolation, but fluency across the full ecosystem of a family’s wealth.
TFSA Passive Income: How Retirees Can Get Decent Returns While Reducing Capital Risk
In the current environment, investors can quite easily put together a diversified portfolio of GICs and dividend-growth stocks to deliver an average yield of 4% to 5%. This is a decent return while reducing capital risk.
Women’s wealth is growing. Here’s how advisors can serve them better | Advisor.ca
Advisors who offer investor education in plain language, and can be a trusted financial sounding board will be in demand.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Five Mistakes to Avoid in Your First Year of Retirement
Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
How to slow down aging without spending a fortune
Discover proven methods to delay aging naturally. Learn science-backed strategies for maintaining youthful skin, energy, and vitality at any age.
Screen time trapping kids in ‘vicious cycle’ of bad behaviour: study - National | Globalnews.ca
While there's a lot of chatter around kids and social media use, the study found that time spent on gaming consoles was particularly damaging.
Surprising study finds this workout adds 10 years to your life – and it’s not running or weight training
While you probably know that running can reduce all-cause mortality by improving your cardiovascular health, and weight training can do so by preserving muscle mass, and metabolic and bone health, science shows they’re not quite as effective as another form of movement when it comes to living a long and healthy life: tennis.
Certifications mean little to clients. Financial advisors want them anyway
Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
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.
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