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2025-08-06T23:00:00 - 2025-08-07T00:00:00

Living your retirement plan

We will discuss:

• What retirement looks like today

• What does retirement mean to you?

• Sources of income at retirement

• Next steps: protect your retirement savings and prepare your legacy

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58% of Ontario workers say retirement planning includes considering physical, mental health: survey

More than half (58 per cent) of Ontario employees say retirement planning should go beyond financial wellness and encompass physical and mental health and social connections, according to a new survey by the Ontario Municipal Employees Retirement System.

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Worried about the transition to retirement? How volunteering can boost well-being

When Ginny Barton’s husband passed away, she started volunteering to keep busy. By teaching others to knit, she gained a new sense of community
Let's talk https://advisor.sunlife.ca/joe.ferreyro/

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How cryptocurrencies work and what investors need to know

Boost your knowledge with this helpful article.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Tax-saving ideas for retired couples in Canada

Check out this new resource I found!

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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👔 Happy Father’s Day!
Today we celebrate the strength, wisdom, and love that fathers and father figures bring into our lives every day.
Thank you for the guidance, the dad jokes, and the quiet support that means the world. 💙
Wishing all the amazing dads a day full of love, laughter, and appreciation.
#HappyFathersDay #ThankYouDad #FathersDay2025

Couple wonders: Start investing or stick with rental income to build nest egg?

Should we start investing, or stay focused on building our real estate portfolio? This is the question British Columbia-based Jennifer and Roland are trying to answer.
Let's have a talk https://advisor.sunlife.ca/joe.ferreyro/

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Being a mother impacted women's financial goals: TD | Investment Executive

Younger families more likely to spend more than half their discretionary budget on the kids. Over 7 in 10 (72%) mothers said caretaking responsibilities — either for children or adult relatives — impacted their ability to achieve long-term financial goals.

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How should young Canadians invest in bonds? - MoneySense

For young investors who are building the fixed-income portion of their portfolio, it’s best they keep their approach simple and go for low-cost investment options, experts say.
We are here to help https://advisor.sunlife.ca/joe.ferreyro/

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Sustainable finance initiative aims to bring climate transition plans back to the fore | Investment Executive

Sustainable finance experts have launched a new initiative to encourage Canadian financial institutions and companies to develop and follow through on credible climate transition plans, measures they say will ensure Canada’s competitiveness and resilience in the global economy.
Let's chat https://advisor.sunlife.ca/joe.ferreyro/

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We are pleased to invite you to our upcoming webinar, “Managing Your Savings,” designed to help you make the most of your hard-earned money and build a stronger financial future.

Webinar Details:
Date: Wednesday 4th June at 7:00 PM ET (US and Canada)

In this insightful session, you’ll learn:
• Strategies to grow and protect your savings.
• Tips for balancing short-term needs and long-term goals.
• Tools to optimize your financial planning.

Register Now to Reserve Your Spot
https://sunlife-ca.zoom.us/webinar/register/WN_xjsJjFJFTwKEAIKxOTVN3g

What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

How women in Canada can start investing - MoneySense

You have a lot of financial responsibilities—and you’re managing them all on your own. But how are your investments doing? Here’s what Canadian women (and those in their lives) need to know about investing.
Let's talk https://advisor.sunlife.ca/joe.ferreyro/

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Happy Victoria Day! 🎉
Wishing everyone a wonderful long weekend filled with sunshine, relaxation, and time with loved ones. Enjoy the holiday and stay safe! ☀️🍁

#VictoriaDay #LongWeekendVibes #CanadaCelebrates

Ontario budget forecasts $14.6B deficit, slower growth in wake of U.S. tariffs

The budget includes about $30B in spending to stimulate the economy in the face of tariffs, including a $5B fund to give businesses relief

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Happy Victoria Day! 🎉
Wishing everyone a wonderful long weekend filled with sunshine, relaxation, and time with loved ones. Enjoy the holiday and stay safe! ☀️🍁

#VictoriaDay #LongWeekendVibes #CanadaCelebrates

Ontario 2025 budget: Highlights from bike lanes to alcohol revenue and housing | Globalnews.ca

Ontario has tabled its 2025 budget, outlining its spending plans for the next year in an economy dominated by tariffs from the United States. The annual document gives an indication of the health of the province’s economy and includes major and minor policy announcements from the government.

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How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide

Discover how to support your mom in planning for the future with practical advice on estate, legal, and care decisions.

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How much does divorce in Canada really cost?

Christopher Liew outlines some of the expected and not-so-expected costs of divorce, to help you prepare and plan if you and your spouse decide it’s time to part ways.

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Happy Mother’s Day!
Today we celebrate the strength, love, and endless dedication of moms everywhere.
To all the incredible mothers and mother figures — thank you for everything you do.
#MothersDay #LoveAndGratitude

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