Stay informed

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.

Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.

Reach out to discuss your options and set up an insurance plan that helps meet your needs.

Can you make RRSP contributions after age 71? - MoneySense

Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted your account to a RRIF.

Read article

Tax refunds are arriving and Gen Z are the most likely to invest it: survey - National | Globalnews.ca

A new survey from TD Bank found Gen Z are the most likely Canadians to invest their tax returns once received, but also may be unclear on how some savings accounts work.

Read article

Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

Housing downturn worsens as border tensions disrupts Canadian market stability

Canada’s housing market, which had consistently rebounded from previous economic shocks over the past 25 years, is now facing significant strain. According to The Globe and Mail, this time the stress comes not from domestic conditions but from the trade policies of US President Donald Trump.

Read article

Most Canadians unaware that unused tax credits from prior years are still available: poll

Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits

Read article

Doctors reveal 7 daily habits that help reduce inflammation naturally

'If people can eat 30 different diverse plant foods over the course of the week, that's very beneficial for gut health,' says Feller. 'And we know that the gut has a big role in terms of immune health and also inflammatory conditions throughout the body.'

Read article

Canadians cutting spending, delaying purchases amid tariff turmoil: MNP survey

A survey suggests Canadians’ outlook for their personal finances has brightened even as they’ve taken steps to cut their expenses amid economic turmoil.

Read article

The FP Wealth Survey: How much does it take to be considered wealthy in Canada?

Financial Post readers think people need a net worth of at least $5 million in order to be considered wealthy, they plan to invest about the same this year as last and their biggest regret was not starting their financial planning earlier.

Read article

Réno-brico | Du plancher sur les murs

🛠️ Dans le but de ralentir notre consommation, de réduire nos déchets, d’utiliser notre ingéniosité manuelle, il est possible de réparer, de récupérer et de revaloriser de la matière et d’éviter le gaspillage. Tout mérite une bonne évaluation.

Read article

Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance

Certain terms and conditions may apply. Contact me for more information.

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.

Read article

Trade War Boosts Inflation Expectations, Bank of Canada Says

Bank of Canada surveys show firms believe upward price pressures from the trade conflict with the US will exceed the downward pull from weaker demand, threatening to undo progress on keeping inflation expectations well-anchored.

Read article

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

‘Buy Canadian’ movement could add $10 billion annually to Canada’s economy, says BMO economist

The increasingly popular consumer-led initiative has the potential to add roughly $10 billion to the Canadian economy annually, lifting growth by 0.3 percentage points, estimates economist Robert Kavcic.

Read article

Save on Sun CII now, thank yourself later! Get 3 months of premiums back for adult policies and 6 months back for children’s. Smart moves for a secure future. Offer ends June 30. #HealthInsurnace #InsuranceSavings

Certain terms and conditions may apply. Contact me for more information.

It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

Read article

🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance

Certain terms and conditions may apply. Contact me for more information.

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade

Certain terms and conditions may apply. Contact me for more information.

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