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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.

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.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!

#DiabetesAwareness #FinancialProtection

*Certain terms and conditions apply. Contact me for more information. 
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.

Let’s assess where you’re at and build a strategy that helps you reach your goals.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:

1. Spend
2. Save
3. Share

This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.

Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.

#RetirementPlanning #CanadianTravel
What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
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.
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.
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.
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.
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🎓 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.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst

*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.

#WealthProtection

*Certain terms and conditions may apply. Contact me for more information.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.

Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.

#WealthProtection #FinancialRoadmap
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
8 ways you can benefit from life insurance:

1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause

Read more about protecting your wealth with life insurance in this article.
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