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.

Asset protection with Sun Critical Illness Insurance
2026-05-13T23:00:00 - 2026-05-14T00:00:00
Asset protection with Sun Critical Illness Insurance

This session will explore three strategies to help protect against the financial effects of a serious illness.

Event details
💰 Myth buster: Are segregated funds really "too expensive"?

What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection

The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.

Want to understand the full value? Let's talk!
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/joe.ferreyro/
Opinion: 3 ways Canadians can take control of their finances in an age of economic uncertainty

Opinion: 3 ways Canadians can take control of their finances in an age of economic uncertainty

Feeling financially stuck? Here are some research-based tools and mental habits that can help you build financial stability in these uncertain times.
Let's talk https://advisor.sunlife.ca/joe.ferreyro
Read article
What is a recession and what does it mean for you

What is a recession and what does it mean for you

Take control of your personal finances by understanding the industry better. Check out these resources to get started.

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.
Let's talk https://advisor.sunlife.ca/joe.ferreyro
Read article
From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.

Message me to get started! https://advisor.sunlife.ca/joe.ferreyro/
Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine

Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine

Talking about finances can be a highly personal and sensitive topic area. Whether it’s about people’s individual financial situations, inheritance planning
Let's chat https://advisor.sunlife.ca/joe.ferreyro
Read article
Want to boost your savings without feeling deprived?

Discover smart ways to trim non-essential spending and keep more money in your pocket! Find practical tips to help you:
✂️ Identify unnecessary expenses
🎯 Set realistic spending goals
💰 Redirect funds to what truly matters to you

Ready to take control of your finances? Learn how to save smarter: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-cut-back-on-non-essential-spending/
Contact us https://advisor.sunlife.ca/joe.ferreyro
#FinancialWellness #SmartSaving #SunLifeTips
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/joe.ferreyro/
🔍 Myth buster: Think segregated funds are only for retirees? Think again!

Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:

- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities

Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.

Message me for details. https://advisor.sunlife.ca/joe.ferreyro/
You’re invited to attend the webinar Life insurance as an asset class on Wednesday, April 8th. Learn about how life insurance can help protect the value of one’s net worth from taxes & market risk.
DATE: April 8th, 2026
TIME: 7PM
Reserve your spot now! https://sunlife-ca.zoom.us/webinar/register/WN_AWAlLedoTuWByR8gws4uIw
What does your dream retirement look like? Let’s talk about how we can put the pieces in place to help make that happen.
Let's have a chat https://advisor.sunlife.ca/joe.ferreyro
It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future. https://advisor.sunlife.ca/joe.ferreyro
Myth busting, investment style.

Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.

But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.

Follow along to find out how these funds could benefit your investment portfolio!
Let's talk https://advisor.sunlife.ca/joe.ferreyro
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/joe.ferreyro/

#SunLifeOnePlan #TFSA #RRSP
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
Let's talk https://advisor.sunlife.ca/joe.ferreyro/
Watch video
As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

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

#CanadianBusiness #TaxPlanning #IncomeTaxes
Each account type serves a different purpose. Your financial roadmap can help you decide what to use — and when to use it. Let’s map contributions to your goals. https://advisor.sunlife.ca/joe.ferreyro/

#TFSA #RRSP #WealthPlanning
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/joe.ferreyro/

#SunLifeOnePlan
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

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.

Let's connect