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.

您在退休时实际需要的资金有多少?这取决于您的具体情况和个人目标。您是否有房贷要还?您想去旅游吗? 您的目标由我们来评估,确保您的财务规划助您得偿所愿。

您在退休時究竟需要多少錢,取決於您的具體情況和目標。您需要支付房款嗎?您想去旅行嗎? 讓我們來評估一下您的目標,以幫助確保您的財務規劃能助您達成這一目標。

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.

Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.

Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.

Eat your fruit and veggies to help your mental health
A new study suggests a diet rich in fruits and vegetables can help alleviate psychological distress.

Median salaries for Canadian accountants outpace inflation
Compensation growth for accountants rose 7.7 per cent outpacing inflation over the past two years at 6.4 per cent, according to a report from Leger, a market research company, for CPA Canada.

If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.

Household financial stress rising | Investment Executive
The financial pressure on households from deteriorating economic conditions is starting to show up in the performance of Canadian asset-backed securities.

Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start to the new school year.

Think again! Sun Life's Term Insurance for Diabetes offers a higher chance of approval compared to conventional life insurance and affordable premiums. Don't miss your chance to win $5,000 in the monthly contest. Contact me to apply and learn how Sun Life is changing insurance for people living with diabetes.
#FinancialSecurity #DiabetesSupport
*Certain terms and conditions apply.
#FinancialSecurity #DiabetesSupport
*Certain terms and conditions apply.

Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.

When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.

Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.

Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!

Paying off your mortgage is a game-changer. Think hard about what comes next
Buying a house is the largest purchase most Canadians will ever make and finally paying off the mortgage is likely to be a game changer.

Choosing The Right Trustee And Why It Matters
Selecting a trustee well-equipped to handle these duties is one of the most important decisions you might ever make!

10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.

New Research Suggests Shorter, Harder Workouts Build More Muscle - So Do They? Leading PTs Share Their Take
Ever wondered - do shorter, harder workouts build more muscle? New research suggests that they do, so we asked leading personal trainers for their take.

Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.