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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.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/jordan.phillips/
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/jordan.phillips/
You might live to 100. Do you have enough wealth to get there?
You might live to 100. Do you have enough wealth to get there?
Expect less optimism from Canadian banks during Q4 earnings calls, analyst says
Expect less optimism from Canadian banks during Q4 earnings calls, analyst says
Canada's banking regulator loosens mortgage stress-test rules. Who will benefit?
Canada's banking regulator loosens mortgage stress-test rules. Who will benefit?
How to pay for your child’s education
Are your family and friends asking for gift ideas for your kids? Money for their RESP is the gift that keeps on giving. See how it works.
How to get the most out of your grocery rebate
Personal finance contributor Christoper Liew shares the latest information about who’s eligible for the grocery rebate, when they can expect their payments...
What's the difference between a CRA tax review and audit? - BNN Bloomberg
The Canada Revenue Agency (CRA) is holding the line on the May 1 tax filing deadline despite an escalating federal workers' strike.
Q1 2023 market update: Investor sentiment strong despite economic uncertainty
The global economy grew over the first quarter of 2023. Read on for our view of the global economy and financial markets. Find out more on investing and...
What is a recession and what does it mean for you?
Understand what a recession is, how it affects the Canadian economy and your personal finances - and what you can to prepare. Visit sulife.ca to learn more....
After hiking interest rates 7 times this year, Bank of Canada opens door to standing pat | CBC News
The Bank of Canada raised its benchmark interest rate for the 7th time this year, but gave its strongest indication yet that it may be nearing the end of the...
How to talk to your boss about your mental health
It may be tough to talk to your boss about your mental health, especially amid the COVID-19 situation. But experts say having the conversation can help your...
Canada’s inflation rate hit 7.7% in May, fuelled by soaring gas, food prices - National | Globalnews.ca
Statistics Canada says the inflation rate hit 7.7 per cent in May, the largest increase since January 1983, as gas and food prices surged.
5 Ways Travel Is Good for Your Mental Health
A vacation may help you manage burnout, build empathy, and more. Here’s why experts say you should start planning your next trip.
How interest rate hikes could affect your mortgage payment
With the Bank of Canada's key interest rate target expected to rise this year, experts point to the cumulative impact this will have on Canadian homeowners...
CMHC to review down payments on investment properties as part of federal strategy to tackle housing risks
Speculative investing in residential real estate has become an important concern, prompting Canadians to overbid on...
How to choose the right type of life insurance (video)
What are the different types of life insurance? And how do you choose which one is right for you? Watch to see how a Sun Life advisor can help you decide.
How to draw money out of your corporation in retirement
When you have money saved in a corporation, retirement planning can be a little more complicated. But it can be done.
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.