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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.
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
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
Shout out and tag your favorite Lethbridge Small Businesses in the comments below and don't forget to support them this week and always!
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
Shout out and tag your favorite Lethbridge Small Businesses in the comments below and don't forget to support them this week and always!
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
Shout out and tag your favorite Lethbridge Small Businesses in the comments below and don't forget to support them this week and always!
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
Shout out and tag your favorite Lethbridge Small Businesses in the comments below and don't forget to support them this week and always!
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
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
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
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
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
5 distinct sleep profiles linked to different health factors
A new study has identified five distinct sleep profiles, linking brain activity and sleep quality with a number of different health and lifestyle outcomes.
🎉 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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