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How to start saving today
2026-03-11T23:00:00 - 2026-03-12T00:00:00
How to start saving today

. 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


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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/
As Oil Jobs Fade, Canada Urged to Build Path to Low-Carbon Economy

As Oil Jobs Fade, Canada Urged to Build Path to Low-Carbon Economy

As the Canadian oil and gas sector continues to automate, shedding 10,000 jobs in Alberta alone last year, and as the low-carbon transition accelerates, a new report urges Ottawa to adopt a “future-ready work force strategy” that better connects displaced workers with real opportunities. https://advisor.sunlife.ca/joe.ferreyro/
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Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Strategic planning can help you make the most of housing transitions.

Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?

Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.

#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/joe.ferreyro/
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/

Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes

Prepare for your family's future. Need some guidance? Let's connect. https://advisor.sunlife.ca/joe.ferreyro/

#EstatePlanning #FinancialManagement #FinancialRoadmap
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? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options. https://advisor.sunlife.ca/joe.ferreyro/

#SunLifeOnePlan #YourFinances #FinancialGoals
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.

https://advisor.sunlife.ca/joe.ferreyro/
Longevity: Mixing different physical activities may prolong life span

Longevity: Mixing different physical activities may prolong life span

A mix of healthy lifestyle choices, such as getting enough physical activity, can help people live a longer, healthier life. https://advisor.sunlife.ca/joe.ferreyro/
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Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.

Reach out to start your journey! https://advisor.sunlife.ca/joe.ferreyro
Financial advice that fits your needs. Let Sun Life One Plan help.

Financial advice that fits your needs. Let Sun Life One Plan help.

Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ

Take control of your financial future. Reach out today to get started!

#RetirementPlanning #SunLifeOnePlan
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Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

https://advisor.sunlife.ca/joe.ferreyro/
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.

Reach out to discuss how we can help you build a brighter future for both you and your company.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.

#EducationSavings #RESPTips
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.

Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.

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

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