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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.
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
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.
您的健康目标进展如何？请记住，点滴积累终将促成巨大改变。您的保险计划或许能提供相关资源，助您稳步推进目标。让我们共同检视您的保障方案。
您的健康目标进展如何？请记住，点滴积累终将促成巨大改变。您的保险计划或许能提供相关资源，助您稳步推进目标。让我们共同检视您的保障方案。
The RESP – Who really owns it?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
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/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
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/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
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/jonaleen.ferrer-ebora
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/jonaleen.ferrer-ebora
‘It really does work’ - Dr Amir Khan reveals 16-second breathing technique to alleviate stress
There’s no getting away from it - life is stressful. All of us experience times when life just feels harder, and sadly, stress has an impact on all aspects of our lives, from mood and sleep to appetite and relationships. Being able to recognise when you’re stressed and having some tools to help lower your cortisol levels is really important. One way that GP Dr Amir Khan thinks we can all help ourselves is by using breathing techniques. https://advisor.sunlife.ca/jonaleen.ferrer-ebora
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
10 superfoods to boost a healthy diet - Harvard Health
No single food — not even a superfood — can offer all the nutrition, health benefits, and energy we need to nourish ourselves. The 2015–2020 US Dietary Guidelines recommend healthy eating patterns, "combining healthy choices from across all food groups — while paying attention to calorie limits."https://advisor.sunlife.ca/jonaleen.ferrer-ebora
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/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
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/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Ready to take on every challenge
Life is full of exciting challenges and milestones. From graduation day to crossing the finish line, from buying your first home to expanding your family — every step is an adventure.
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/jonaleen.ferrer-ebora
*Terms and conditions apply
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/jonaleen.ferrer-ebora
*Terms and conditions apply
Watch video
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/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
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/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
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/jonaleen.ferrer-ebora
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/jonaleen.ferrer-ebora
报税季即将来临。您是否已充分利用各类可用策略，优化自身税务状况？
让我们共同探讨节税型投资选择
让我们共同探讨节税型投资选择
报税季即将来临。您是否已充分利用各类可用策略，优化自身税务状况？
让我们共同探讨节税型投资选择
让我们共同探讨节税型投资选择
稅務季將至。您有否善用所有可行策略，為自己的稅務狀況爭取最佳優勢？
一起探討適合您的節稅投資選擇吧
一起探討適合您的節稅投資選擇吧
稅務季將至。您有否善用所有可行策略，為自己的稅務狀況爭取最佳優勢？
一起探討適合您的節稅投資選擇吧
一起探討適合您的節稅投資選擇吧
The 'Best of Both Worlds' Rule of Retirement Spending
Some retirees are happy living off the interest and dividends from their portfolio investments, leaving the principal to grow. Others are willing to take a risk if it means they could hit the jackpot with their investments and live comfortably off the returns.https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Social Security beneficiaries' tax bills may change due to recent legislation. What to know
New laws enacted in 2025 may impact just how much federal taxes Social Security beneficiaries owe on their benefit income. Here's how experts say to plan.https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says
Amid a tough job market and troubles affording homeownership, many young Canadians could be skipping on retirement planning despite fears of not having enough in their senior years, according to a new survey.https://advisor.sunlife.ca/jonaleen.ferrer-ebora
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