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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
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/joe.ferreyro/
Don’t assume your child will be your caregiver as you age, expert warns

Don’t assume your child will be your caregiver as you age, expert warns

As more Canadians approach retirement age, an expert says it’s important for people to have realistic conversations about where they will live and who will take care of them in their old age, as those decisions are more complicated than they may appear.
https://advisor.sunlife.ca/joe.ferreyro/
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Christopher Liew: These are the estate planning steps Canadians often put off until it’s too late

Christopher Liew: These are the estate planning steps Canadians often put off until it’s too late

Estate planning is one of those tasks everyone agrees is important and almost everyone finds a reason to delay. The problem is that the most expensive estate mistakes I see don’t come from bad planning. They come from no planning at all.
https://advisor.sunlife.ca/joe.ferreyro/
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You’re invited to attend a webinar Beyond the Paycheque – Tax-efficient income planning in retirement on Wednesday, August 12th, 2026. In order to build your retirement paycheque and recommend decumulation strategies, you first need to have an understanding of where you are at today. This session will explore how to strategically decumulate through the transition to retirement.
DATE: August 12th, 2026
TIME: 7PM

Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_xLw817DcScKP6zfq_V7rfw
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.

Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/joe.ferreyro/
Wishing everyone a safe, relaxing, and joyful Civic Day!
Whether you’re spending the long weekend with family, friends, or simply taking time to recharge, we hope you enjoy every moment.
From all of us, thank you for your continued trust and support.
Happy Civic Day! 🍁
Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://advisor.sunlife.ca/joe.ferreyro/
Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/joe.ferreyro/
Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could support your financial goals. Every portfolio journey is unique, and I'm here to help you find the right approach.

Reach out to schedule a quick conversation! https://advisor.sunlife.ca/joe.ferreyro/
Here's the thing: lower fees can mean more of your money stays invested and working harder for you. The Elevate Portfolio Program offers transparent, competitive pricing that can benefit your returns.

Curious how much you could save? Let's talk! https://advisor.sunlife.ca/joe.ferreyro/
Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/joe.ferreyro/
Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://advisor.sunlife.ca/joe.ferreyro/
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/joe.ferreyro/
Not all investors are the same — so why should all portfolios be? The Elevate Portfolio Program comes with options to match your risk comfort level and timeline.

Let's find the portfolio that aligns with your vision for the future. https://advisor.sunlife.ca/joe.ferreyro/
Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or your next “chapter,” the right strategy can help you set aside cash intentionally while still staying on track. Let's transform your priorities into a financial roadmap you can commit to. https://advisor.sunlife.ca/joe.ferreyro/
Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.

Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/joe.ferreyro/

#UnPlanSimplementSunLife #SunLife
Retirement isn’t an end. It’s your next chapter.

Retirement isn’t an end. It’s your next chapter.

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence.
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You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.

A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/joe.ferreyro/
Your portfolio deserves professional attention. The Elevate Portfolio Program features carefully selected funds from leading asset managers.

Want to learn how this can benefit your portfolio? Reach out! https://advisor.sunlife.ca/joe.ferreyro/
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.

https://advisor.sunlife.ca/joe.ferreyro/

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