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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.
2025-10-01T23:00:00
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2025-10-02T00:00:00
Understanding credit & debt
We will discuss:
• Debt overview
• The cost of borrowing
• Rating your financial health
• Ways to manage your debt
• Tools and resources
Five Mistakes to Avoid in Your First Year of Retirement
Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
Count on us https://advisor.sunlife.ca/joe.ferreyro/
Count on us https://advisor.sunlife.ca/joe.ferreyro/
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
When and how should I start drawing on my retirement savings? - MoneySense
There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may leave a bigger estate for your heirs.
Let's connect https://advisor.sunlife.ca/joe.ferreyro/
Let's connect https://advisor.sunlife.ca/joe.ferreyro/
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Meet Your Future Self: Embracing The ‘You’ In Retirement
Meet Your Future Self: Embracing The "You" In Retirement
We are here to help! https://advisor.sunlife.ca/joe.ferreyro/
We are here to help! https://advisor.sunlife.ca/joe.ferreyro/
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Wishing everyone a Happy Labor Day! A day to celebrate hard work, dedication, and well-deserved rest. Enjoy!
Wishing everyone a Happy Labor Day! A day to celebrate hard work, dedication, and well-deserved rest. Enjoy!
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
We are delighted to invite you to our exclusive webinar, “Planning Your Legacy: Intergenerational Wealth Planning,” designed to help you secure your family’s financial future and pass on your values and assets effectively.
Webinar Details:
Date: Wednesday 3rd September at 7:00 PM ET (US and Canada)
In this session, we’ll cover:
• Strategies to ensure your wealth benefits future generations.
• Tools for tax-efficient estate planning.
• How to align your financial plan with your family’s long-term goals.
Reserve Your Spot Today!
https://sunlife-ca.zoom.us/webinar/register/WN_cYFP3I67R7Sb96VKlykJmw
Webinar Details:
Date: Wednesday 3rd September at 7:00 PM ET (US and Canada)
In this session, we’ll cover:
• Strategies to ensure your wealth benefits future generations.
• Tools for tax-efficient estate planning.
• How to align your financial plan with your family’s long-term goals.
Reserve Your Spot Today!
https://sunlife-ca.zoom.us/webinar/register/WN_cYFP3I67R7Sb96VKlykJmw
We are delighted to invite you to our exclusive webinar, “Planning Your Legacy: Intergenerational Wealth Planning,” designed to help you secure your family’s financial future and pass on your values and assets effectively.
Webinar Details:
Date: Wednesday 3rd September at 7:00 PM ET (US and Canada)
In this session, we’ll cover:
• Strategies to ensure your wealth benefits future generations.
• Tools for tax-efficient estate planning.
• How to align your financial plan with your family’s long-term goals.
Reserve Your Spot Today!
https://sunlife-ca.zoom.us/webinar/register/WN_cYFP3I67R7Sb96VKlykJmw
Webinar Details:
Date: Wednesday 3rd September at 7:00 PM ET (US and Canada)
In this session, we’ll cover:
• Strategies to ensure your wealth benefits future generations.
• Tools for tax-efficient estate planning.
• How to align your financial plan with your family’s long-term goals.
Reserve Your Spot Today!
https://sunlife-ca.zoom.us/webinar/register/WN_cYFP3I67R7Sb96VKlykJmw
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Cash Balance Pension Plans: the Smart Way to Turbocharge Your Retirement
Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.
Let's have a chat https://advisor.sunlife.ca/joe.ferreyro/
Let's have a chat https://advisor.sunlife.ca/joe.ferreyro/
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
The Retirement Bucket Rule: Your Guide to Fear-Free Spending
Forget market declines or rising inflation. With this strategy, you won’t have to worry about any of that during retirement.
Let's talk https://advisor.sunlife.ca/joe.ferreyro/
Let's talk https://advisor.sunlife.ca/joe.ferreyro/
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
Canadians are working past retirement, but not because they want to | CBC Radio
More than half of Canadians over 60 in the workforce are there because of financial necessity, according to Statistics Canada, including the cost of essential expenses without support from a pension plan.
We are here to help https://advisor.sunlife.ca/joe.ferreyro/
We are here to help https://advisor.sunlife.ca/joe.ferreyro/
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Watch video
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
Have questions?
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