Upcoming Events

Interested in attending a webinar, digital or in person event, or even staying up to date with community involvement? Check back on this page to keep in the know with timely posts and updates.

How to start saving today

2026-03-11T23:00:00 - 2026-03-12T00:00:00

How to start saving today

. How to start saving today will explore these topics in-depth:

• Understanding credit and savings essentials

• Debt management

• Whether buying or renting might be right for you


Life insurance as an asset class

2026-04-08T23:00:00 - 2026-04-09T00:00:00

Life insurance as an asset class

Learn about how life insurance can help protect the value of one’s net worth from taxes & market risk.

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.

Where there’s a will, there’s a way

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.

Beyond the Paycheque – Tax-efficient income planning in retirement

2026-08-12T23:00:00 - 2026-08-13T00:00:00

Beyond the Paycheque – Tax-efficient income planning in retirement

This session will explore how to strategically decumulate through the transition to retirement.

Plan for we didn’t see this coming (Aging and Incapacity)

2026-09-09T23:00:00 - 2026-09-10T00:00:00

Plan for we didn’t see this coming (Aging and Incapacity)

Learn about how you can plan for the unexpected in your retirement years. 


Living your retirement plan

2026-10-14T23:00:00 - 2026-10-15T00:00:00

Living your retirement plan

We’ll explore these key topics:

• What retirement means to you

• Where your retirement money could come from

• How to protect your retirement savings and prepare your legacy


Taking the mystery out of estate planning

2026-11-12T00:00:00

Taking the mystery out of estate planning

We’ll cover why it’s important to plan for when you pass away

Wealth simplified: advantages of asset consolidation

2026-12-10T00:00:00

Wealth simplified: advantages of asset consolidation

We’ll discuss the different ways consolidating your investments can help you take control of your finances and simplify for your life.

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