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Living your retirement plan
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

How to make retirement savings last

How to make retirement savings last

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.
Exciting news! Sun Life launched a new GenAI-powered Notes Assistant tool for advisors.

Powered by GenAI, this tool efficiently and safely summarizes Client meetings and outlines action items. As an advisor, this allows me to spend less time taking notes, and more time on what matters most – helping Clients achieve lifetime financial security and live healthier lives.

This is one example of how Sun Life is embracing the power of technology to make life brighter for advisors and Clients.

Want to learn how this can benefit your financial journey? Let's chat about your goals and how I can help you achieve them.




Transcript: Say hello to Sun Life’s new Notes Assistant created for advisors powered by GenAI. Key features: Meeting summaries, Action items, Draft emails. 100% of advisors saved over 15 minutes per meeting. 65% of advisors saved over 30 minutes per meeting. Harnessing GenAI so advisors can spend less time on note taking and more time helping Clients achieve lifetime financial security and live healthier lives.
Ways to give money to grandchildren who have maxed out their RESPs

Ways to give money to grandchildren who have maxed out their RESPs

Ways to give money to grandchildren who have maxed out their RESPs
Let's talk https://advisor.sunlife.ca/joe.ferreyro/
Ditch these 7 investing myths to invest like a pro

Ditch these 7 investing myths to invest like a pro

Many beginner investors may be falling for these investment myths, which can lead to bad financial decisions, limit their ability to grow wealth over time and even discourage them from entering the market.
https://advisor.sunlife.ca/joe.ferreyro/
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.


Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Have you made a mistake or need to change your tax return? Here’s how

Have you made a mistake or need to change your tax return? Here’s how

Have you made a mistake or need to change your tax return? Here’s how
https://advisor.sunlife.ca/joe.ferreyro/
58% of Ontario workers say retirement planning includes considering physical, mental health: survey

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

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/
How cryptocurrencies work and  what investors need to know

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.
Tax-saving ideas for retired couples in Canada

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

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

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.
How should young Canadians invest in bonds? - MoneySense

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

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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