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🎉 It's Small Business Week 2025! 🚀
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
🎉 It's Small Business Week 2025! 🚀
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
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/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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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
🔸 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
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
🔸 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
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.
I am blessed with some of the best client's and couldn't be more grateful for the connections and relationships that have evolved from this business.
Thank you and Happy Thanksgiving!
#FeelingGrateful #Blessed #GiveThanks #ThanksgivingWishes
I am blessed with some of the best client's and couldn't be more grateful for the connections and relationships that have evolved from this business.
Thank you and Happy Thanksgiving!
#FeelingGrateful #Blessed #GiveThanks #ThanksgivingWishes
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.
I am blessed with some of the best client's and couldn't be more grateful for the connections and relationships that have evolved from this business.
Thank you and Happy Thanksgiving!
#FeelingGrateful #Blessed #GiveThanks #ThanksgivingWishes
I am blessed with some of the best client's and couldn't be more grateful for the connections and relationships that have evolved from this business.
Thank you and Happy Thanksgiving!
#FeelingGrateful #Blessed #GiveThanks #ThanksgivingWishes
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?
Do you start with Insurance or Investments??? 🤔
The answer: BOTH! And in the right order
Insurance protects your income (your greatest asset).
Investments grow your wealth and fuels your ability to reach your goals.
Together, they create a financial plan that’s strong, stable, and built to last. 💪
👉 Let’s chat about balancing protection + growth for your family’s future.
#PlanWithPurpose #FinancialWellness #MoneyTips #InsuranceAndInvestments #WealthBuilding #FamilyFinance #FinancialAdvisor #MoneyMatters #ProtectAndGrow #HaveaPlan #SunLifeOnePlan #YourFinances #FinancialGoals
Do you start with Insurance or Investments??? 🤔
The answer: BOTH! And in the right order
Insurance protects your income (your greatest asset).
Investments grow your wealth and fuels your ability to reach your goals.
Together, they create a financial plan that’s strong, stable, and built to last. 💪
👉 Let’s chat about balancing protection + growth for your family’s future.
#PlanWithPurpose #FinancialWellness #MoneyTips #InsuranceAndInvestments #WealthBuilding #FamilyFinance #FinancialAdvisor #MoneyMatters #ProtectAndGrow #HaveaPlan #SunLifeOnePlan #YourFinances #FinancialGoals
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?
Do you start with Insurance or Investments??? 🤔
The answer: BOTH! And in the right order
Insurance protects your income (your greatest asset).
Investments grow your wealth and fuels your ability to reach your goals.
Together, they create a financial plan that’s strong, stable, and built to last. 💪
👉 Let’s chat about balancing protection + growth for your family’s future.
#PlanWithPurpose #FinancialWellness #MoneyTips #InsuranceAndInvestments #WealthBuilding #FamilyFinance #FinancialAdvisor #MoneyMatters #ProtectAndGrow #HaveaPlan #SunLifeOnePlan #YourFinances #FinancialGoals
Do you start with Insurance or Investments??? 🤔
The answer: BOTH! And in the right order
Insurance protects your income (your greatest asset).
Investments grow your wealth and fuels your ability to reach your goals.
Together, they create a financial plan that’s strong, stable, and built to last. 💪
👉 Let’s chat about balancing protection + growth for your family’s future.
#PlanWithPurpose #FinancialWellness #MoneyTips #InsuranceAndInvestments #WealthBuilding #FamilyFinance #FinancialAdvisor #MoneyMatters #ProtectAndGrow #HaveaPlan #SunLifeOnePlan #YourFinances #FinancialGoals
On World Mental Health Day, let's recognize how financial stability contributes to overall wellbeing.
A healthy financial outlook can lead to:
🤗Reduced stress and anxiety
💚Increased confidence in the future
🧠Improved emotional wellbeing
Here are some tips to start conversations that lead to about financial wellbeing: 1.Choose a comfortable setting for money talks
2. Be open and honest about financial concerns
3. Consider a long-term plan, not just quick fixes
4. A trusted advisor can help set you on a financial path that meets your needs
Remember, discussing your financial wellbeing is a positive step towards better mental health. Let's keep the conversation going!
#FinancialWellbeing #MentalHealthMatters #WorldMentalHealthDay
A healthy financial outlook can lead to:
🤗Reduced stress and anxiety
💚Increased confidence in the future
🧠Improved emotional wellbeing
Here are some tips to start conversations that lead to about financial wellbeing: 1.Choose a comfortable setting for money talks
2. Be open and honest about financial concerns
3. Consider a long-term plan, not just quick fixes
4. A trusted advisor can help set you on a financial path that meets your needs
Remember, discussing your financial wellbeing is a positive step towards better mental health. Let's keep the conversation going!
#FinancialWellbeing #MentalHealthMatters #WorldMentalHealthDay
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5 Proven Ways to Fall Asleep Faster
If you're struggling to fall asleep fast, methods like deep breathing, muscle relaxation, or visualization can help promote quick sleep.
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
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
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
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
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💭 Insurance or investments??? 🤔
The answer: BOTH! And in the right order
Insurance protects your income (your greatest asset).
Investments grow your wealth and fuels your ability to reach your goals.
Together, they create a financial plan that’s strong, stable, and built to last. 💪
👉 Let’s chat about balancing protection + growth for your family’s future.
#PlanWithPurpose #FinancialWellness #MoneyTips #InsuranceAndInvestments #WealthBuilding #FamilyFinance #FinancialAdvisor #MoneyMatters #ProtectAndGrow #HaveaPlan
The answer: BOTH! And in the right order
Insurance protects your income (your greatest asset).
Investments grow your wealth and fuels your ability to reach your goals.
Together, they create a financial plan that’s strong, stable, and built to last. 💪
👉 Let’s chat about balancing protection + growth for your family’s future.
#PlanWithPurpose #FinancialWellness #MoneyTips #InsuranceAndInvestments #WealthBuilding #FamilyFinance #FinancialAdvisor #MoneyMatters #ProtectAndGrow #HaveaPlan
💭 Insurance or investments??? 🤔
The answer: BOTH! And in the right order
Insurance protects your income (your greatest asset).
Investments grow your wealth and fuels your ability to reach your goals.
Together, they create a financial plan that’s strong, stable, and built to last. 💪
👉 Let’s chat about balancing protection + growth for your family’s future.
#PlanWithPurpose #FinancialWellness #MoneyTips #InsuranceAndInvestments #WealthBuilding #FamilyFinance #FinancialAdvisor #MoneyMatters #ProtectAndGrow #HaveaPlan
The answer: BOTH! And in the right order
Insurance protects your income (your greatest asset).
Investments grow your wealth and fuels your ability to reach your goals.
Together, they create a financial plan that’s strong, stable, and built to last. 💪
👉 Let’s chat about balancing protection + growth for your family’s future.
#PlanWithPurpose #FinancialWellness #MoneyTips #InsuranceAndInvestments #WealthBuilding #FamilyFinance #FinancialAdvisor #MoneyMatters #ProtectAndGrow #HaveaPlan
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
Happy National Coffee Day! ☕
A day to remember that we are all just surviving on caffeine and chaos 🤪
If you had to describe yourself as a cup of coffee what would you be? Espresso? Latte? Mocha? Cappuccino?
Me—> Latte - Forever customizing myself with different flavors to match my current personality, a little bitter, never too sweet and always cozy and comforting!
#lifehappenscoffeehelps
A day to remember that we are all just surviving on caffeine and chaos 🤪
If you had to describe yourself as a cup of coffee what would you be? Espresso? Latte? Mocha? Cappuccino?
Me—> Latte - Forever customizing myself with different flavors to match my current personality, a little bitter, never too sweet and always cozy and comforting!
#lifehappenscoffeehelps
Happy National Coffee Day! ☕
A day to remember that we are all just surviving on caffeine and chaos 🤪
If you had to describe yourself as a cup of coffee what would you be? Espresso? Latte? Mocha? Cappuccino?
Me—> Latte - Forever customizing myself with different flavors to match my current personality, a little bitter, never too sweet and always cozy and comforting!
#lifehappenscoffeehelps
A day to remember that we are all just surviving on caffeine and chaos 🤪
If you had to describe yourself as a cup of coffee what would you be? Espresso? Latte? Mocha? Cappuccino?
Me—> Latte - Forever customizing myself with different flavors to match my current personality, a little bitter, never too sweet and always cozy and comforting!
#lifehappenscoffeehelps
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
• 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
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
• 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.
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.
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