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Beyond the Paycheque – Tax-efficient income planning in retirement
2026-08-12T23:00:00 - 2026-08-13T00:00:00
Beyond the Paycheque – Tax-efficient income planning in retirement

This session will explore how to strategically decumulate through the transition to retirement.

Event details
Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your paycheque fuels your plans, they may be worth protecting. Get in touch to talk about your options. https://advisor.sunlife.ca/joe.ferreyro/
Time to recharge, relax, and enjoy the sunshine with loved ones. Whether you're planning a getaway, spending time outdoors, or simply unwinding, make the most of this well-deserved break.

Have a wonderful summer!
Don't forget that we are here to help you! https://advisor.sunlife.ca/joe.ferreyro/
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
当资金分散在不同账户时，一套清晰的规划能让财富日积月累，发挥更大效益。无论您的目标是置业、组建家庭、养老还是财富传承，统筹规划都显得尤为重要。让我们为您制定理财策略，助您奔下一段赴美好人生。
A father’s greatest investment is the future he helps create for his family.
This Father’s Day, we celebrate the dedication, hard work, and love that fathers bring to every generation. Wishing all dads a day filled with pride, joy, and meaningful moments.
Happy Father’s Day!
#FathersDay #FamilyLegacy #FinancialPlanning #WhiteGlove
A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/joe.ferreyro/

#SunLifeOnePlan #RetirementPlanning
A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support helps teams stay engaged and productive. Let’s chat about how we can work together to support your staff and business goals.
Canadian institutional investors post 0.52% investment return in Q1 2026: report | Benefits Canada.com

Canadian institutional investors post 0.52% investment return in Q1 2026: report | Benefits Canada.com

Canadian institutional investors saw a median return of 0.52 per cent in the first quarter of 2026, according to a new report. https://advisor.sunlife.ca/joe.ferreyro/
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Ready to invest smarter, not harder? Introducing Elevate Portfolio Program —professionally constructed investment solutions designed for your financial goals.

Let's chat about finding the right fit for you!
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/joe.ferreyro/
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/joe.ferreyro/
You’re invited to attend a webinar on Wednesday, June 10th 2026. Where there’s a will, there’s a way explores why it’s important to have a will, plus tax considerations and the needs of a survivor.
DATE: June 10th, 2026
TIME: 7PM

Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_TH3LM8r1SGG3AEUOwr3a3w
为目标而储蓄，并不代表要舍弃快乐。无论您正计划出游、筹办婚礼、开启重要体验，或是迎接人生新篇章，合理的策略都能帮助您有计划地储蓄，同时保持原有的生活节奏。让我们将您的重要规划，转化为切实可行的理财方案
🔄 Myth buster: Segregated funds ≠ mutual funds.

While both pool investor money for professional management, segregated funds offer unique advantages.

Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits

Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits

Different tools for different goals. Which is right for you? Reach out and let’s discuss it. https://advisor.sunlife.ca/joe.ferreyro
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Health challenges can strike anyone. Critical illness insurance provides financial support when you need it most — helping you focus on recovery instead of financial stress. Whether you're supporting a loved one or managing personal expenses, having protection in place is invaluable. Let's talk! https://advisor.sunlife.ca/joe.ferreyro/
📈 Myth: Market ups and downs can derail even the best retirement plans. 

Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts. 

Let’s talk about whether Sun Life GIFs are the right choice for your retirement.  
🎯 Myth buster: Worried segregated funds are too limited?

Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.

Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
https://advisor.sunlife.ca/joe.ferreyro

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