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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.
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.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
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.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
✨ Investing doesn’t have to be complicated.
With an advisor by your side, you don’t have to guess, stress, or go it alone.
Together, we’ll create a plan that fits your goals, keeps things simple, and gives you confidence that your money is working for you.
💡 Investing is easy when you don’t do it alone.
👉 Ready to get started? Let’s talk.
With an advisor by your side, you don’t have to guess, stress, or go it alone.
Together, we’ll create a plan that fits your goals, keeps things simple, and gives you confidence that your money is working for you.
💡 Investing is easy when you don’t do it alone.
👉 Ready to get started? Let’s talk.
✨ Investing doesn’t have to be complicated.
With an advisor by your side, you don’t have to guess, stress, or go it alone.
Together, we’ll create a plan that fits your goals, keeps things simple, and gives you confidence that your money is working for you.
💡 Investing is easy when you don’t do it alone.
👉 Ready to get started? Let’s talk.
With an advisor by your side, you don’t have to guess, stress, or go it alone.
Together, we’ll create a plan that fits your goals, keeps things simple, and gives you confidence that your money is working for you.
💡 Investing is easy when you don’t do it alone.
👉 Ready to get started? Let’s talk.
How to talk to your kids about investing
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
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.
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
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
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
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Autumn Equinox is an ideal time for reflection and renewal. As day and night balance, it’s a good time to adjust your routines to the changing light.
#AutumnEquinox #Autumn #FirstDayofFall
#AutumnEquinox #Autumn #FirstDayofFall
Autumn Equinox is an ideal time for reflection and renewal. As day and night balance, it’s a good time to adjust your routines to the changing light.
#AutumnEquinox #Autumn #FirstDayofFall
#AutumnEquinox #Autumn #FirstDayofFall
How do I get the right personal health insurance?
Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.
Learn more in this article.
Learn more in this article.
Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Cheers to all of the parents and teachers who have survived back to school!
If you are like me, it might have been a stretch to reach the finish line this week but here we are on Friday!!!
Here's to a fantastic school year ahead and weekends full of catching up around the house and hopefully time to relax in there somewhere!
May your kids' backpacks stay organized into next week and may the joys of completed homework be yours all year long. 📚
If you are like me, it might have been a stretch to reach the finish line this week but here we are on Friday!!!
Here's to a fantastic school year ahead and weekends full of catching up around the house and hopefully time to relax in there somewhere!
May your kids' backpacks stay organized into next week and may the joys of completed homework be yours all year long. 📚
Cheers to all of the parents and teachers who have survived back to school!
If you are like me, it might have been a stretch to reach the finish line this week but here we are on Friday!!!
Here's to a fantastic school year ahead and weekends full of catching up around the house and hopefully time to relax in there somewhere!
May your kids' backpacks stay organized into next week and may the joys of completed homework be yours all year long. 📚
If you are like me, it might have been a stretch to reach the finish line this week but here we are on Friday!!!
Here's to a fantastic school year ahead and weekends full of catching up around the house and hopefully time to relax in there somewhere!
May your kids' backpacks stay organized into next week and may the joys of completed homework be yours all year long. 📚
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start to the new school year.
Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start to the new school year.
Today we celebrate the hard work and dedication of workers everywhere.
#LabourDay #Gratitude
Transcript: Happy Labour Day
#LabourDay #Gratitude
Transcript: Happy Labour Day
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Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Building A Workplace Wellness Tool Kit: Four Initiatives To Consider
As you know I am a huge advocate for taking control over your own overall health and wellness. Working in any business environment is often going to be fast-paced and stressful in some regards. That’s just the nature of the beast. Our kids will often face similar high productivity demands from teachers or coaches as they move through highschool and onto post secondary endeavours. The problem, however, is that high-demand, high-stress jobs can be detrimental to people’s health.
What are some ways that you can, or already do take control of your overall wellness in these settings? And what strategies are you teaching your kids to include in their own wellness toolkits?
Comment below!
What are some ways that you can, or already do take control of your overall wellness in these settings? And what strategies are you teaching your kids to include in their own wellness toolkits?
Comment below!
Are You Saving Enough by 35? See How You Stack Up
Wondering if you’re on track with your savings? Find out how your balance compares to others your age, and what could help you
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
I’m celebrating 3 years as an advisor!
I received a Congratulatory card in the mail last week for an event I wasn't even aware of at the time. Thank you to Mark Dickson, our Regional VP at Sun Life, for the reminder that I recently passed my 3 year anniversary as an advisor.
Sending a big THANK YOU out to my clients, friends, family, fellow advisors, team members and Sun Life staff for your support throughout my journey.
I hope you all remember your small wins and take the time to celebrate them! Cheers!!
#WorkAnniversary
I received a Congratulatory card in the mail last week for an event I wasn't even aware of at the time. Thank you to Mark Dickson, our Regional VP at Sun Life, for the reminder that I recently passed my 3 year anniversary as an advisor.
Sending a big THANK YOU out to my clients, friends, family, fellow advisors, team members and Sun Life staff for your support throughout my journey.
I hope you all remember your small wins and take the time to celebrate them! Cheers!!
#WorkAnniversary
I’m celebrating 3 years as an advisor!
I received a Congratulatory card in the mail last week for an event I wasn't even aware of at the time. Thank you to Mark Dickson, our Regional VP at Sun Life, for the reminder that I recently passed my 3 year anniversary as an advisor.
Sending a big THANK YOU out to my clients, friends, family, fellow advisors, team members and Sun Life staff for your support throughout my journey.
I hope you all remember your small wins and take the time to celebrate them! Cheers!!
#WorkAnniversary
I received a Congratulatory card in the mail last week for an event I wasn't even aware of at the time. Thank you to Mark Dickson, our Regional VP at Sun Life, for the reminder that I recently passed my 3 year anniversary as an advisor.
Sending a big THANK YOU out to my clients, friends, family, fellow advisors, team members and Sun Life staff for your support throughout my journey.
I hope you all remember your small wins and take the time to celebrate them! Cheers!!
#WorkAnniversary
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