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2026-09-09T23:00:00 - 2026-09-10T00:00:00

Plan for we didn’t see this coming (Aging and Incapacity)

Learn about how you can plan for the unexpected in your retirement years.

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If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens.
Let’s talk about a strategy that’s right for you.
https://advisor.sunlife.ca/joe.ferreyro

It's never too early to start. When kids learn about money young, they make smarter choices later. 💡

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/joe.ferreyro/

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. 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 solutions can help support your family’s ability to keep your home secure, no matter what life brings. Let's review your coverage for peace of mind. Reach out to discuss your options today. https://advisor.sunlife.ca/joe.ferreyro/

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Protect your farm. Plan your legacy.

Your farm isn’t just a business — it’s part of your family’s legacy.

Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/joe.ferreyro/

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Growing families need smart savings strategies

A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education…it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most. Let's chat about options that will work for you. https://advisor.sunlife.ca/joe.ferreyro/

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Transferring wealth isn’t just about assets — it involves values, intentions and clarity.

A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.

Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/joe.ferreyro/

#SunLifeOnePlan #SunLife

Saving is just one part of the retirement equation. Having a strategy to turn those savings into reliable income can help you maintain your lifestyle over time. Let’s map out a clear path to your dream retirement. https://advisor.sunlife.ca/joe.ferreyro/

Wondering what's been moving the markets lately?

Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙

Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
https://advisor.sunlife.ca/joe.ferreyro/
#Investing #MarketUpdate #EconomicOutlook

Canadians over 65 more worried about climate change than youth, StatCan says - National | Globalnews.ca

Canadians are worried about climate change, with those over 65 among the most concerned, Statistics Canada said, as large swathes of the country are reeling from higher-than-normal temperatures.
https://advisor.sunlife.ca/joe.ferreyro/

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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

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

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/

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Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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