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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 the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
Sudden Urge to Refresh Your Routine, Now the Seasons Have Changed? Enter: Your Ultimate Winter Reset Checklist
Keen to kick off the colder months with a winter reset? Here, therapist and author Sarah Crosby, aka The Mind Geek, shares her pocket therapy tips for winter.
Feeling Fatigued? How to Avoid the Dreaded Winter Slump, Now the Clocks Have Gone Back
Short days and dark evenings leave you drained? Avoid a winter slump with these expert tips on maintaining movement, hydration, and nutrition all winter.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
Breast cancer survivor Verlena Mooney-Newell is Fit To Live
An empowering story about a corporate executive turned wellness entrepreneur. Verlena allows her cancer diagnosis to guide her to finding "purpose, clarity, and gratitude for every single moment". Check out the article as she shares how surviving breast cancer at 35 led her to create a movement empowering women through faith and fitness.
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
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/
Getting to know a new client over tea this afternoon 🫖
Would you like to book a casual, no obligation chat over tea or coffee about what I do and see if we might be a good fit to work together? Give me a call, I would love the opportunity to meet you!
Would you like to book a casual, no obligation chat over tea or coffee about what I do and see if we might be a good fit to work together? Give me a call, I would love the opportunity to meet you!
Getting to know a new client over tea this afternoon 🫖
Would you like to book a casual, no obligation chat over tea or coffee about what I do and see if we might be a good fit to work together? Give me a call, I would love the opportunity to meet you!
Would you like to book a casual, no obligation chat over tea or coffee about what I do and see if we might be a good fit to work together? Give me a call, I would love the opportunity to meet you!
It’s Movember!
November isn't just about growing mustaches — it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor — book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
November isn't just about growing mustaches — it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor — book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
It’s Movember!
November isn't just about growing mustaches — it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor — book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
November isn't just about growing mustaches — it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor — book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
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
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/
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. Ok maybe treats in the form of sweets too!
Come visit me!
#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. Ok maybe treats in the form of sweets too!
Come visit me!
#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. Ok maybe treats in the form of sweets too!
Come visit me!
#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. Ok maybe treats in the form of sweets too!
Come visit me!
#HappyHalloween #FinancialTreats
Happy Halloween! 🎃
May your treats be sweet, your costumes fun,
and your financial future fear-free! 👻
#HappyHalloween #FinancialWellness #MoneyMadeSimple #FinancialAdvisorLife
#NoNeedtoFearyourFuture
May your treats be sweet, your costumes fun,
and your financial future fear-free! 👻
#HappyHalloween #FinancialWellness #MoneyMadeSimple #FinancialAdvisorLife
#NoNeedtoFearyourFuture
Happy Halloween! 🎃
May your treats be sweet, your costumes fun,
and your financial future fear-free! 👻
#HappyHalloween #FinancialWellness #MoneyMadeSimple #FinancialAdvisorLife
#NoNeedtoFearyourFuture
May your treats be sweet, your costumes fun,
and your financial future fear-free! 👻
#HappyHalloween #FinancialWellness #MoneyMadeSimple #FinancialAdvisorLife
#NoNeedtoFearyourFuture
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better and it doesn't need to be difficult or triggering.
I will meet you where you are and help you understand your spending habits and where you might have room to make some adjustments and feel more in control.
This is the first step toward havin a solid plan in place for your future and all you have to do is reach out and start!
Give me a call today! 403-328-3306 x2220
Stil unsure, check out the article below and then give me a call :)
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#OneStepataTime #HaveaPlan #FinancialHealth #FinancialWellBeing #MentalHealth #JustStart #PlanwithPurpose #OnePlan #TakeControl
I will meet you where you are and help you understand your spending habits and where you might have room to make some adjustments and feel more in control.
This is the first step toward havin a solid plan in place for your future and all you have to do is reach out and start!
Give me a call today! 403-328-3306 x2220
Stil unsure, check out the article below and then give me a call :)
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#OneStepataTime #HaveaPlan #FinancialHealth #FinancialWellBeing #MentalHealth #JustStart #PlanwithPurpose #OnePlan #TakeControl
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better and it doesn't need to be difficult or triggering.
I will meet you where you are and help you understand your spending habits and where you might have room to make some adjustments and feel more in control.
This is the first step toward havin a solid plan in place for your future and all you have to do is reach out and start!
Give me a call today! 403-328-3306 x2220
Stil unsure, check out the article below and then give me a call :)
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#OneStepataTime #HaveaPlan #FinancialHealth #FinancialWellBeing #MentalHealth #JustStart #PlanwithPurpose #OnePlan #TakeControl
I will meet you where you are and help you understand your spending habits and where you might have room to make some adjustments and feel more in control.
This is the first step toward havin a solid plan in place for your future and all you have to do is reach out and start!
Give me a call today! 403-328-3306 x2220
Stil unsure, check out the article below and then give me a call :)
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#OneStepataTime #HaveaPlan #FinancialHealth #FinancialWellBeing #MentalHealth #JustStart #PlanwithPurpose #OnePlan #TakeControl
No childcare required!
Parents don’t forget that you are more than welcome to bring your baby/toddler/pre-school age littles along when you meet with me.
We will sip delicious coffee or tea, catch up and talk a little business while your kiddos entertain themselves with colouring, reading and other play options 🖍️📕🧸
#FamilyFinance #ClientExperience #FamilyFriendly #KidApproved #FinancialWellness #BetterwithCoffee
Parents don’t forget that you are more than welcome to bring your baby/toddler/pre-school age littles along when you meet with me.
We will sip delicious coffee or tea, catch up and talk a little business while your kiddos entertain themselves with colouring, reading and other play options 🖍️📕🧸
#FamilyFinance #ClientExperience #FamilyFriendly #KidApproved #FinancialWellness #BetterwithCoffee
No childcare required!
Parents don’t forget that you are more than welcome to bring your baby/toddler/pre-school age littles along when you meet with me.
We will sip delicious coffee or tea, catch up and talk a little business while your kiddos entertain themselves with colouring, reading and other play options 🖍️📕🧸
#FamilyFinance #ClientExperience #FamilyFriendly #KidApproved #FinancialWellness #BetterwithCoffee
Parents don’t forget that you are more than welcome to bring your baby/toddler/pre-school age littles along when you meet with me.
We will sip delicious coffee or tea, catch up and talk a little business while your kiddos entertain themselves with colouring, reading and other play options 🖍️📕🧸
#FamilyFinance #ClientExperience #FamilyFriendly #KidApproved #FinancialWellness #BetterwithCoffee
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