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Tax-efficient planning opportunities for Business Owners
2025-10-22T23:00:00 - 2025-10-23T00:00:00
Tax-efficient planning opportunities for Business Owners

You’re invited to attend a free online webinar. This session will showcase how we can work with you, your family and your professional support team (e.g. accountants, lawyers, or other investment advisors) to build a holistic plan for you and your entire family.  

We will discuss: 

• Build long-term wealth and freedom

• Proven Tax-strategies that save you money now and in the future

• Tax-free withdrawals from your coroporation, maximizing your capital dividend account (CDA)

• Avoid a common mistake that cost business owners 6–7 figures


Event details
Running a business is hard enough—you shouldn’t have to worry about overpaying taxes or missing opportunities to build personal wealth.
This webinar is for you: Tax-efficient planning opportunities for Business Owners
October 22nd at 7 PM
Register here: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
Reserve your spot!
Whether you’re scaling, reinvesting, or planning for the future, these 5 strategies will help you protect your profits and grow your wealth.
Save your spot for our Tax-efficient planning opportunities for Business Owners
October 22nd at 7 PM
Register here: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
The online webinar is free but spots are limited
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
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.

Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

We encourage you to join our webinar on October 22nd at 7 PM
Tax-efficient planning opportunities for Business Owners
Reserve your spot: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration

#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Tax-efficient planning opportunities for Business Owners
Would you like to save taxes now and create a tax free cashflow in the future from your corporation profit? If you answer “YES” this webinar is for you.
October 22nd 7 PM
Reserve your spot: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration
Learn how to build your wealth tax-efficiently!

You’re invited to attend a free online webinar on Tax-efficient planning opportunities for Business Owners on October 22nd. This session will showcase how we can work with you, your family and your professional support team (e.g. accountants, lawyers, or other investment advisors) to build a holistic plan for you and your entire family.
We will discuss:
• Build long-term wealth and freedom
• Proven Tax-strategies that save you money now and in the future
• Tax-free withdrawals from your coroporation, maximizing your capital dividend account (CDA)
• Avoid a common mistake that cost business owners 6–7 figures

DATE: October 22nd
TIME: 7 PM
LOCATION: https://sunlife-ca.zoom.us/webinar/register/WN_D1N6ry2pQped_HtsjZOrNA#/registration

We offer free online Financial Literacy Seminars on various topics to help keep you financially healthy.
Canadians worried about inflation, income and potential recession: survey

Canadians worried about inflation, income and potential recession: survey

A new survey says Canadians are feeling less optimistic about their finances, with respondents worried about inflation, income levels and a potential recession at the midpoint of the year.
Let's have a chat! https://advisor.sunlife.ca/joe.ferreyro/
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Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Take supplements? This simple lifestyle habit keeps vitamin D levels topped up in autumn - and costs nothing

Take supplements? This simple lifestyle habit keeps vitamin D levels topped up in autumn - and costs nothing

With summer officially over, many of us will start to reach for vitamin D supplements, but a new study suggests there's a way to keep levels topped up for free.
Read article

From love to money: 7 ways to manage finances as a couple like pros

Need content to better understand the financial landscape? I have valuable resources for you.

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.
Read article
Posthaste: The world's really rich are getting richer again — including Canadians

Posthaste: The world's really rich are getting richer again — including Canadians

But Canadians’ fortunes grew as well, with high-net-worth individuals gaining 3.8 per cent more wealth and the population of the wealthy increasing 3.6 per cent.
We are here to help! https://advisor.sunlife.ca/joe.ferreyro/
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What is portfolio diversification and why does it matter?

What is portfolio diversification and why does it matter?

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

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.
Read article
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
We’re pleased to invite you to our upcoming webinar, “Understanding Credit and Debt,” where we’ll explore practical strategies to help you manage credit responsibly and reduce debt effectively.

Webinar Details:
Date: Wednesday 1st October at 7:00 PM ET (US and Canada)

In this informative session, you’ll learn:
• How credit scores work and how to improve yours.
• Smart strategies for managing and reducing debt.
• Tips for leveraging credit as a financial tool.

Reserve Your Spot Today!
https://sunlife-ca.zoom.us/webinar/register/WN_r0as2TNeRKWboI4St1UwyA
How to take a tax-smart approach to long-term savings

How to take a tax-smart approach to long-term savings

How to take a tax-smart approach to long-term savings
Let's talk! https://advisor.sunlife.ca/joe.ferreyro/
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These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.

You’re busy, but taking the time to assess your finances during these times is important.

Reach out and we can create a financial roadmap.
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:

-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away

Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
https://advisor.sunlife.ca/joe.ferreyro/
How do I get the right personal health insurance?

How do I get the right personal health insurance?

Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.

Learn more in this article.
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