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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.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Don't let your savings goals haunt you! Conjure up a brighter financial future with this spellbinding savings calculator.
No tricks here - just 2 minutes for frighteningly good result >>> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/retirement-savings-calculator/
Happy World Savings Day!
#WorldSavingsDay #SunLifeSavingsCalculator
No tricks here - just 2 minutes for frighteningly good result >>> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/retirement-savings-calculator/
Happy World Savings Day!
#WorldSavingsDay #SunLifeSavingsCalculator
Don't let your savings goals haunt you! Conjure up a brighter financial future with this spellbinding savings calculator.
No tricks here - just 2 minutes for frighteningly good result >>> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/retirement-savings-calculator/
Happy World Savings Day!
#WorldSavingsDay #SunLifeSavingsCalculator
No tricks here - just 2 minutes for frighteningly good result >>> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/retirement-savings-calculator/
Happy World Savings Day!
#WorldSavingsDay #SunLifeSavingsCalculator
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.
Happy Thanksgiving!
Happy Thanksgiving!
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.
Happy Thanksgiving!
Happy Thanksgiving!
On World Mental Health Day, let's recognize how financial stability contributes to overall wellbeing.
A healthy financial outlook can lead to:
🤗Reduced stress and anxiety
💚Increased confidence in the future
🧠Improved emotional wellbeing
Here are some tips to start conversations that lead to about financial wellbeing: 1.Choose a comfortable setting for money talks
2. Be open and honest about financial concerns
3. Consider a long-term plan, not just quick fixes
4. A trusted advisor can help set you on a financial path that meets your needs
Remember, discussing your financial wellbeing is a positive step towards better mental health. Let's keep the conversation going!
#FinancialWellbeing #MentalHealthMatters #WorldMentalHealthDay
A healthy financial outlook can lead to:
🤗Reduced stress and anxiety
💚Increased confidence in the future
🧠Improved emotional wellbeing
Here are some tips to start conversations that lead to about financial wellbeing: 1.Choose a comfortable setting for money talks
2. Be open and honest about financial concerns
3. Consider a long-term plan, not just quick fixes
4. A trusted advisor can help set you on a financial path that meets your needs
Remember, discussing your financial wellbeing is a positive step towards better mental health. Let's keep the conversation going!
#FinancialWellbeing #MentalHealthMatters #WorldMentalHealthDay
Watch video
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Seniors shape our communities with wisdom and resilience. This #NationalSeniorsDay, let's honor them by:
-Being a trusted family or friend
-Sharing a meal together
-Expressing gratitude for their influence
It’s also a good time to check in and remind them to:
-Be cautious of unexpected requests for money or information
-Verify identities of those claiming to be relatives in need
-Report suspicious activity to authorities
Let's celebrate seniors while protecting them from fraud. Show your appreciation by showing their safety matters. Here are 10 tips to help seniors recognize common scams: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
-Being a trusted family or friend
-Sharing a meal together
-Expressing gratitude for their influence
It’s also a good time to check in and remind them to:
-Be cautious of unexpected requests for money or information
-Verify identities of those claiming to be relatives in need
-Report suspicious activity to authorities
Let's celebrate seniors while protecting them from fraud. Show your appreciation by showing their safety matters. Here are 10 tips to help seniors recognize common scams: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
Seniors shape our communities with wisdom and resilience. This #NationalSeniorsDay, let's honor them by:
-Being a trusted family or friend
-Sharing a meal together
-Expressing gratitude for their influence
It’s also a good time to check in and remind them to:
-Be cautious of unexpected requests for money or information
-Verify identities of those claiming to be relatives in need
-Report suspicious activity to authorities
Let's celebrate seniors while protecting them from fraud. Show your appreciation by showing their safety matters. Here are 10 tips to help seniors recognize common scams: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
-Being a trusted family or friend
-Sharing a meal together
-Expressing gratitude for their influence
It’s also a good time to check in and remind them to:
-Be cautious of unexpected requests for money or information
-Verify identities of those claiming to be relatives in need
-Report suspicious activity to authorities
Let's celebrate seniors while protecting them from fraud. Show your appreciation by showing their safety matters. Here are 10 tips to help seniors recognize common scams: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
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.
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.
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Here's to a fantastic school year ahead! To your kids' backpacks staying organized for at least a day or two and may the joys of completed homework be yours all year long. Wishing you all a happy and safe school year. 📚
Here's to a fantastic school year ahead! To your kids' backpacks staying organized for at least a day or two and may the joys of completed homework be yours all year long. Wishing you all a happy and safe 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.
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.
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.