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.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Inflation: What it means and how to protect yourself
Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
How to cope with financial stress
Are you worried about your money? Financial stress can affect your mental health. A psychologist and Sun Life advisor share how you can regain control over...
Retirement planning for business owners
You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...
4 ways to reduce food waste and save money
One way to save at the supermarket, despite rising prices, is to waste less of the food we buy. Here are four smart ways to help you use more of what you buy....
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
10 ways on how to beat inflation
What are some ways I can beat inflation? Here are some tips to lower your stress level when inflation is sky-high. Read more on sunlife.ca!
Canadians' mood about personal finances and economy improving, poll finds
Fewer Canadians think they were worse off financially than last month. Read more about the Maru household...
Sun Life to donate additional $1 million toward global COVID-19 relief efforts
In line with World Health Day, the donation will address health inequities, to build a fairer, healthier world for everyone TORONTO, April 7, 2021 /CNW...
69 million reasons why you should care about NFTs
NFT mania is really just the latest phase of the digital revolution. What’s new now is that this is the first time that many of us see how cryptocurrency can...
Your 2020 taxes: Can you deduct work-from-home expenses due to the pandemic?
Have you been working from home this past year? Here’s a breakdown of what home-office expenses you can and can’t claim on your tax return....
“Why do I need a financial plan?”
A financial plan helps you consider—and revisit as needed—important questions about how you want to live. What is important to you? Are you going to have...
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.