Stay informed
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.
Happy Valentine's Day Everyone!
While flowers and dinner are lovely, one of the most everlasting things you can do for your relationship is get on the same page financially.
As you might know, money is one of the leading sources of stress within a relationship. With some simple planning it really doesn’t have to be.
Whether you're newly together or have been sharing finances for years, February is a great time to have an honest conversation about:
• Your shared goals (home, travel, retirement)
• How you should split your day-to-day expenses
• Any debt each person is carrying
• And how your emergency fund is looking
It doesn't have to be a heavy conversation, even a casual 15-minute chat over dinner can make a big difference.
If you'd like a simple framework for starting your joint financial planning conversation or need help setting up a joint budget, we're always happy to help!
While flowers and dinner are lovely, one of the most everlasting things you can do for your relationship is get on the same page financially.
As you might know, money is one of the leading sources of stress within a relationship. With some simple planning it really doesn’t have to be.
Whether you're newly together or have been sharing finances for years, February is a great time to have an honest conversation about:
• Your shared goals (home, travel, retirement)
• How you should split your day-to-day expenses
• Any debt each person is carrying
• And how your emergency fund is looking
It doesn't have to be a heavy conversation, even a casual 15-minute chat over dinner can make a big difference.
If you'd like a simple framework for starting your joint financial planning conversation or need help setting up a joint budget, we're always happy to help!
Happy Valentine's Day Everyone!
While flowers and dinner are lovely, one of the most everlasting things you can do for your relationship is get on the same page financially.
As you might know, money is one of the leading sources of stress within a relationship. With some simple planning it really doesn’t have to be.
Whether you're newly together or have been sharing finances for years, February is a great time to have an honest conversation about:
• Your shared goals (home, travel, retirement)
• How you should split your day-to-day expenses
• Any debt each person is carrying
• And how your emergency fund is looking
It doesn't have to be a heavy conversation, even a casual 15-minute chat over dinner can make a big difference.
If you'd like a simple framework for starting your joint financial planning conversation or need help setting up a joint budget, we're always happy to help!
While flowers and dinner are lovely, one of the most everlasting things you can do for your relationship is get on the same page financially.
As you might know, money is one of the leading sources of stress within a relationship. With some simple planning it really doesn’t have to be.
Whether you're newly together or have been sharing finances for years, February is a great time to have an honest conversation about:
• Your shared goals (home, travel, retirement)
• How you should split your day-to-day expenses
• Any debt each person is carrying
• And how your emergency fund is looking
It doesn't have to be a heavy conversation, even a casual 15-minute chat over dinner can make a big difference.
If you'd like a simple framework for starting your joint financial planning conversation or need help setting up a joint budget, we're always happy to help!
We wanted to give you a heads up that the GST/HST break that the federal government put into place in early December comes to an end on February 15th, 2026. So, if you notice your grocery receipts or kids’ clothing bills looking higher than usual, you aren’t imagining it.
Items that Qualified:
• Food
• Beverages
• Restaurants, Catering, or other food/drink establishments
• Kid’s Clothing & Footwear
• Children’s Diapers & Car Seats
• Kid’s toys & Puzzles
• Video game Consoles, Controllers, and Physical Video Games
• Physical Books & Newspapers
• Christmas/ Holiday Decorative Tress
While that tax break provided some short-term relief, many Canadians are now feeling the "rebound" as prices return to normal. Now is a great time to do a quick 10-minute audit of your monthly spending.
If you are looking for resources or a simple spreadsheet to track your expenses, feel free to reach out to us and we’d be happy to help.
Link: https://www.canada.ca/en/services/taxes/child-and-family-benefits/gst-hst-holiday-tax-break.html
Items that Qualified:
• Food
• Beverages
• Restaurants, Catering, or other food/drink establishments
• Kid’s Clothing & Footwear
• Children’s Diapers & Car Seats
• Kid’s toys & Puzzles
• Video game Consoles, Controllers, and Physical Video Games
• Physical Books & Newspapers
• Christmas/ Holiday Decorative Tress
While that tax break provided some short-term relief, many Canadians are now feeling the "rebound" as prices return to normal. Now is a great time to do a quick 10-minute audit of your monthly spending.
If you are looking for resources or a simple spreadsheet to track your expenses, feel free to reach out to us and we’d be happy to help.
Link: https://www.canada.ca/en/services/taxes/child-and-family-benefits/gst-hst-holiday-tax-break.html
We wanted to give you a heads up that the GST/HST break that the federal government put into place in early December comes to an end on February 15th, 2026. So, if you notice your grocery receipts or kids’ clothing bills looking higher than usual, you aren’t imagining it.
Items that Qualified:
• Food
• Beverages
• Restaurants, Catering, or other food/drink establishments
• Kid’s Clothing & Footwear
• Children’s Diapers & Car Seats
• Kid’s toys & Puzzles
• Video game Consoles, Controllers, and Physical Video Games
• Physical Books & Newspapers
• Christmas/ Holiday Decorative Tress
While that tax break provided some short-term relief, many Canadians are now feeling the "rebound" as prices return to normal. Now is a great time to do a quick 10-minute audit of your monthly spending.
If you are looking for resources or a simple spreadsheet to track your expenses, feel free to reach out to us and we’d be happy to help.
Link: https://www.canada.ca/en/services/taxes/child-and-family-benefits/gst-hst-holiday-tax-break.html
Items that Qualified:
• Food
• Beverages
• Restaurants, Catering, or other food/drink establishments
• Kid’s Clothing & Footwear
• Children’s Diapers & Car Seats
• Kid’s toys & Puzzles
• Video game Consoles, Controllers, and Physical Video Games
• Physical Books & Newspapers
• Christmas/ Holiday Decorative Tress
While that tax break provided some short-term relief, many Canadians are now feeling the "rebound" as prices return to normal. Now is a great time to do a quick 10-minute audit of your monthly spending.
If you are looking for resources or a simple spreadsheet to track your expenses, feel free to reach out to us and we’d be happy to help.
Link: https://www.canada.ca/en/services/taxes/child-and-family-benefits/gst-hst-holiday-tax-break.html
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/joe.salib
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/joe.salib
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/joe.salib
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/joe.salib
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/joe.salib
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/joe.salib
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/joe.salib
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/joe.salib
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Watch video
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
#EducationSavings #RESPTips
#EducationSavings #RESPTips
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
#EducationSavings #RESPTips
#EducationSavings #RESPTips
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/joe.salib
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/joe.salib
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/joe.salib
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/joe.salib
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/joe.salib
https://advisor.sunlife.ca/joe.salib
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/joe.salib
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/joe.salib
Watch video
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.