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2025-12-04T00:00:00
Building a resilient retirement paycheque
Consider:
What needs, wants and dreams make up your retirement vision?
What activities will you want to enjoy?
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/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
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/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
We are excited to invite you to our upcoming webinar, “Your Health and Your Wealth,” where we’ll discuss the essential connection between financial well-being and personal health.
Webinar Details:
Date: Wednesday 5th November at 7:00 PM ET (US and Canada)
In this session, you’ll learn:
• How financial stress impacts your overall health.
• Practical strategies to maintain financial security and peace of mind.
• Tips for aligning your financial goals with a healthy lifestyle.
Secure Your Spot Today!
https://sunlife-ca.zoom.us/webinar/register/WN_IBKZgZ4SSIud8MdbUPw0Zg
Webinar Details:
Date: Wednesday 5th November at 7:00 PM ET (US and Canada)
In this session, you’ll learn:
• How financial stress impacts your overall health.
• Practical strategies to maintain financial security and peace of mind.
• Tips for aligning your financial goals with a healthy lifestyle.
Secure Your Spot Today!
https://sunlife-ca.zoom.us/webinar/register/WN_IBKZgZ4SSIud8MdbUPw0Zg
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
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
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
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/
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
https://advisor.sunlife.ca/joe.ferreyro/
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
https://advisor.sunlife.ca/joe.ferreyro/
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
Watch video
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
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
Is Today!
Tax-efficient planning opportunities for Business Owners
7 PM
Join us: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
Tax-efficient planning opportunities for Business Owners
7 PM
Join us: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
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. 🌱
Reserve your spot in our free webinar for Business owners:
https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
#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. 🌱
Reserve your spot in our free webinar for Business owners:
https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
🎉 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!
Join our free webinar: Tax-efficient planning opportunities for Business Owners
DATE: October 22nd
TIME: 7 PM
Registration: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
#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!
Join our free webinar: Tax-efficient planning opportunities for Business Owners
DATE: October 22nd
TIME: 7 PM
Registration: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
#SmallBusinessWeek2025 #EntrepreneurSpirit
Welcome! You are invited to join a webinar: Tax-efficient planning opportunities for Business Owners . After registering, you will receive a confirmation email about joining the webinar.
To all the dedicated small business owners: Your passion and resilience drive our communities. We salute your spirit and hard work in turning your dreams into reality.
Your success is our success. Let's build a brighter future together!
Sun Life supports you with:
-Customized financial solutions
-Protection advice
-Resources for growth
Join our free webinar:
https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
#SmallBusinessWeek #CanadianSmallBusiness
Your success is our success. Let's build a brighter future together!
Sun Life supports you with:
-Customized financial solutions
-Protection advice
-Resources for growth
Join our free webinar:
https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
#SmallBusinessWeek #CanadianSmallBusiness
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.
Join us in our free webinar Tax-efficient planning opportunities for Business Owners
Reserve your spot: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Join us in our free webinar Tax-efficient planning opportunities for Business Owners
Reserve your spot: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
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/
Watch video
You are invited to an exclusive webinar for business owners:
Tax Efficient Planning Opportunities for Business Owners
In this session, we’ll share simple, effective strategies to help you:
✅ Keep more of what you earn
✅ Protect your assets
✅ Plan confidently for the future
🗓️ Date: Wednesday, October 22nd
🕒 Time: 7 PM
Register https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
Tax Efficient Planning Opportunities for Business Owners
In this session, we’ll share simple, effective strategies to help you:
✅ Keep more of what you earn
✅ Protect your assets
✅ Plan confidently for the future
🗓️ Date: Wednesday, October 22nd
🕒 Time: 7 PM
Register https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.