Keep up-to-date
Keep up to date with what’s going on. You can browse timely and relevant posts that might be helpful to you. Check back regularly to see what’s new.
2026-06-10T23:00:00
-
2026-06-11T00:00:00
Where there’s a will, there’s a way
We will explore why it’s important to have a will, plus tax considerations and the needs of a survivor.
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/joe.ferreyro/
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/joe.ferreyro/
Sun Life expands further into Canadian wealth management | Investment Executive
Check out Sun Life’s new investment dealer, Sun Life Canada Securities Inc., and the business’s journey in the Canadian financial landscape. Read the full story: https://www.investmentexecutive.com/brand-knowledge_/sun-life/sun-life-expands-further-into-canadian-wealth-management/
Let's talk https://advisor.sunlife.ca/joe.ferreyro
Let's talk https://advisor.sunlife.ca/joe.ferreyro
📋 Myth buster: Understanding segregated fund roles matters!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
https://advisor.sunlife.ca/joe.ferreyro
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
https://advisor.sunlife.ca/joe.ferreyro
📋 Myth buster: Understanding segregated fund roles matters!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
https://advisor.sunlife.ca/joe.ferreyro
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
https://advisor.sunlife.ca/joe.ferreyro
无论您梦想提前退休、转变职业方向，还是逐步过渡到退休生活，我们都能帮助您将梦想变为现实。从收入规划到投资策略，让我们通过 Sun Life One Plan 为您打造一份独一无二的退休蓝图。您的退休故事，从这里开始。您理想中的退休生活是什么样的？
无论您梦想提前退休、转变职业方向，还是逐步过渡到退休生活，我们都能帮助您将梦想变为现实。从收入规划到投资策略，让我们通过 Sun Life One Plan 为您打造一份独一无二的退休蓝图。您的退休故事，从这里开始。您理想中的退休生活是什么样的？
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://advisor.sunlife.ca/joe.ferreyro/
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://advisor.sunlife.ca/joe.ferreyro/
With an unexpected, serious illness, the last thing you want to worry about while you focus on recovery is your finances.
You’re invited to attend a webinar Asset protection with Sun Critical Illness Insurance on Wednesday, May 13th, 2026. This session will explore three strategies to help protect against the financial effects of a serious illness.
DATE: May 13th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_exwS8w8TRd-xCJHPb8EXlw
You’re invited to attend a webinar Asset protection with Sun Critical Illness Insurance on Wednesday, May 13th, 2026. This session will explore three strategies to help protect against the financial effects of a serious illness.
DATE: May 13th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_exwS8w8TRd-xCJHPb8EXlw
With an unexpected, serious illness, the last thing you want to worry about while you focus on recovery is your finances.
You’re invited to attend a webinar Asset protection with Sun Critical Illness Insurance on Wednesday, May 13th, 2026. This session will explore three strategies to help protect against the financial effects of a serious illness.
DATE: May 13th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_exwS8w8TRd-xCJHPb8EXlw
You’re invited to attend a webinar Asset protection with Sun Critical Illness Insurance on Wednesday, May 13th, 2026. This session will explore three strategies to help protect against the financial effects of a serious illness.
DATE: May 13th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_exwS8w8TRd-xCJHPb8EXlw
Managing estate planning and tax implications in cottage ownership: Insights from Jacqueline Power - September 24, 2025
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.fidelity.ca/en/insights/articles/insights-from-jacqueline-power-sept24/
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.
We are here to help https://advisor.sunlife.ca/joe.ferreyro
https://www.fidelity.ca/en/insights/articles/insights-from-jacqueline-power-sept24/
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.
We are here to help https://advisor.sunlife.ca/joe.ferreyro
Happy Mother’s Day to all the amazing moms and families in our community! 🌸
Today we celebrate the love, strength, care, and dedication that mothers bring into our lives every single day.
Wishing you a beautiful day filled with happiness, appreciation, and special moments with your loved ones. 💖
Today we celebrate the love, strength, care, and dedication that mothers bring into our lives every single day.
Wishing you a beautiful day filled with happiness, appreciation, and special moments with your loved ones. 💖
Happy Mother’s Day to all the amazing moms and families in our community! 🌸
Today we celebrate the love, strength, care, and dedication that mothers bring into our lives every single day.
Wishing you a beautiful day filled with happiness, appreciation, and special moments with your loved ones. 💖
Today we celebrate the love, strength, care, and dedication that mothers bring into our lives every single day.
Wishing you a beautiful day filled with happiness, appreciation, and special moments with your loved ones. 💖
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/joe.ferreyro/
https://advisor.sunlife.ca/joe.ferreyro/
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/joe.ferreyro/
https://advisor.sunlife.ca/joe.ferreyro/
Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://advisor.sunlife.ca/joe.ferreyro/
Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://advisor.sunlife.ca/joe.ferreyro/
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/joe.ferreyro/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/joe.ferreyro/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
With an unexpected, serious illness, the last thing you want to worry about while you focus on recovery is your finances.
You’re invited to attend a webinar Asset protection with Sun Critical Illness Insurance on Wednesday, May 13th, 2026. This session will explore three strategies to help protect against the financial effects of a serious illness.
DATE: May 13th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_exwS8w8TRd-xCJHPb8EXlw
You’re invited to attend a webinar Asset protection with Sun Critical Illness Insurance on Wednesday, May 13th, 2026. This session will explore three strategies to help protect against the financial effects of a serious illness.
DATE: May 13th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_exwS8w8TRd-xCJHPb8EXlw
With an unexpected, serious illness, the last thing you want to worry about while you focus on recovery is your finances.
You’re invited to attend a webinar Asset protection with Sun Critical Illness Insurance on Wednesday, May 13th, 2026. This session will explore three strategies to help protect against the financial effects of a serious illness.
DATE: May 13th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_exwS8w8TRd-xCJHPb8EXlw
You’re invited to attend a webinar Asset protection with Sun Critical Illness Insurance on Wednesday, May 13th, 2026. This session will explore three strategies to help protect against the financial effects of a serious illness.
DATE: May 13th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_exwS8w8TRd-xCJHPb8EXlw
Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/joe.ferreyro/
Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/joe.ferreyro/
How Much Should a 20-Year-Old Canadian Have in Their TFSA to Retire?
Start building wealth with your TFSA at 20. Understand how investment choices can secure your financial future without taxes.https://advisor.sunlife.ca/joe.ferreyro/
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
We can have a chat and book a first meeting https://advisor.sunlife.ca/joe.ferreyro/
We can have a chat and book a first meeting https://advisor.sunlife.ca/joe.ferreyro/
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
We can have a chat and book a first meeting https://advisor.sunlife.ca/joe.ferreyro/
We can have a chat and book a first meeting https://advisor.sunlife.ca/joe.ferreyro/
What the Average Canadian TFSA Looks Like at 50 – and 3 Stocks That Could Help You Catch Up
Turning 50? Discover how the TFSA can enhance your retirement planning and help secure your financial future.
https://advisor.sunlife.ca/joe.ferreyro/
https://advisor.sunlife.ca/joe.ferreyro/
Four ways financial advice delivers true value | Vanguard Canada
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.vanguard.ca/en/insights/four-ways-financial-advice-delivers-true-value
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.
We are here to help https://advisor.sunlife.ca/joe.ferreyro
https://www.vanguard.ca/en/insights/four-ways-financial-advice-delivers-true-value
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.
We are here to help https://advisor.sunlife.ca/joe.ferreyro
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.