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.
How To Make This Popular Retirement Strategy Work
“Hope is not a strategy.” I’m reminded of this saying when reading the 2026 Retirement Confidence Survey, recently released by the Employee Benefit Research Institute (EBRI).
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
恭喜畢業！ 接下來是人生的新篇章——在打造未來的同時，妥善管理學生貸款。從還款策略到將貸款納入您的整體財務規劃，讓我們確保您從一開始就走在成功的道路上。無論是購買第一套房屋，還是為進一步教育儲蓄，我們都能協助您理清方向。讓我們談談吧！
恭喜畢業！ 接下來是人生的新篇章——在打造未來的同時，妥善管理學生貸款。從還款策略到將貸款納入您的整體財務規劃，讓我們確保您從一開始就走在成功的道路上。無論是購買第一套房屋，還是為進一步教育儲蓄，我們都能協助您理清方向。讓我們談談吧！
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
恭喜畢業！ 接下來是人生的新篇章——在打造未來的同時，妥善管理學生貸款。從還款策略到將貸款納入您的整體財務規劃，讓我們確保您從一開始就走在成功的道路上。無論是購買第一套房屋，還是為進一步教育儲蓄，我們都能協助您理清方向。讓我們聊聊吧！
恭喜畢業！ 接下來是人生的新篇章——在打造未來的同時，妥善管理學生貸款。從還款策略到將貸款納入您的整體財務規劃，讓我們確保您從一開始就走在成功的道路上。無論是購買第一套房屋，還是為進一步教育儲蓄，我們都能協助您理清方向。讓我們聊聊吧！
Canadian institutional investors post 0.52% investment return in Q1 2026: report | Benefits Canada.com
Canadian institutional investors saw a median return of 0.52 per cent in the first quarter of 2026, according to a new report. https://advisor.sunlife.ca/jonaleen.ferrer-ebora
2026 Private Markets Outlook | BlackRock
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.blackrock.com/institutions/en-ca/insights/thought-leadership/private-markets-outlook
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation
https://www.blackrock.com/institutions/en-ca/insights/thought-leadership/private-markets-outlook
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation
The “Korea discount” is shrinking. What happens next?
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.franklintempleton.ca/en-ca/articles/2026/etf/the-korea-discount-is-shrinking-what-happens-next
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation
https://www.franklintempleton.ca/en-ca/articles/2026/etf/the-korea-discount-is-shrinking-what-happens-next
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation
Dreaming of owning your first home? You might not know all the tools available to help you get there.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
Dreaming of owning your first home? You might not know all the tools available to help you get there.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Discipline matters when markets are uncertain
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.invesco.com/ca/en/insights/discipline-matters-when-markets-uncertain.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. 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/discipline-matters-when-markets-uncertain.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation
退休不僅僅是一個數字——更是一種生活方式。
無論您嚮往提早退休、轉換跑道，或是循序漸進地過渡到退休生活，我們都能協助您將夢想變為現實。從收入規劃到投資策略，讓我們運用 Sun Life One Plan 為您打造一份獨一無二的退休藍圖。您的退休故事，從這裡開始。您理想中的退休生活是什麼樣子？
無論您嚮往提早退休、轉換跑道，或是循序漸進地過渡到退休生活，我們都能協助您將夢想變為現實。從收入規劃到投資策略，讓我們運用 Sun Life One Plan 為您打造一份獨一無二的退休藍圖。您的退休故事，從這裡開始。您理想中的退休生活是什麼樣子？
退休不僅僅是一個數字——更是一種生活方式。
無論您嚮往提早退休、轉換跑道，或是循序漸進地過渡到退休生活，我們都能協助您將夢想變為現實。從收入規劃到投資策略，讓我們運用 Sun Life One Plan 為您打造一份獨一無二的退休藍圖。您的退休故事，從這裡開始。您理想中的退休生活是什麼樣子？
無論您嚮往提早退休、轉換跑道，或是循序漸進地過渡到退休生活，我們都能協助您將夢想變為現實。從收入規劃到投資策略，讓我們運用 Sun Life One Plan 為您打造一份獨一無二的退休藍圖。您的退休故事，從這裡開始。您理想中的退休生活是什麼樣子？
无论您梦想提前退休、转变职业方向，还是逐步过渡到退休生活，我们都能帮助您将梦想变为现实。从收入规划到投资策略，让我们通过 Sun Life One Plan 为您打造一份独一无二的退休蓝图。您的退休故事，从这里开始。您理想中的退休生活是什么样的？
无论您梦想提前退休、转变职业方向，还是逐步过渡到退休生活，我们都能帮助您将梦想变为现实。从收入规划到投资策略，让我们通过 Sun Life One Plan 为您打造一份独一无二的退休蓝图。您的退休故事，从这里开始。您理想中的退休生活是什么样的？
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Tax write-offs that Canadians often get wrong
Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail) to claim on their tax returns.
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
The New 65: Why the Healthiest Retirees Are Planning for 30 More Years
Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.https://advisor.sunlife.ca/jonaleen.ferrer-ebora
How Much Should a 20-Year-Old Canadian Have in Their TFSA to Retire?
Start building wealth with your TFSA at 20. Understand how investment choices can secure your financial future without taxes.https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
https://advisor.sunlife.ca/jonaleen.ferrer-ebora
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/jonaleen.ferrer-ebora
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/jonaleen.ferrer-ebora
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.