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Life insurance as an asset class
2026-04-08T23:00:00 - 2026-04-09T00:00:00
Life insurance as an asset class

Learn about how life insurance can help protect the value of one’s net worth from taxes & market risk.

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Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/joe.ferreyro/

#SunLifeOnePlan
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect! https://advisor.sunlife.ca/joe.ferreyro
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/joe.ferreyro/
Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://advisor.sunlife.ca/joe.ferreyro/
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/joe.ferreyro/
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/joe.ferreyro/
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/joe.ferreyro/
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
Are you struggling with debt and finding it difficult to save for the future? You’re invited to attend a webinar on Wednesday, March 11th at 7PM. How to start saving today will explore these topics in-depth:

• Understanding credit and savings essentials
• Debt management
• Whether buying or renting might be right for you
DATE: March 11th 2026
TIME: 7 PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_NUBxNFmeRrGWOcs0syFriA
B.C. home prices at risk of 27% jump by 2032 due to delayed construction | Urbanized

B.C. home prices at risk of 27% jump by 2032 due to delayed construction | Urbanized

British Columbia's real estate market may be on track to repeat the damaging boom-and-bust cycle that followed the 2008 recession.https://advisor.sunlife.ca/joe.ferreyro/
Read article
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/joe.ferreyro/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options. https://advisor.sunlife.ca/joe.ferreyro

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/joe.ferreyro/

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