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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.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.
FREE WEBINAR 🚨
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Your home, your haven. Let's keep it that way. Help protect your mortgage and give your loved ones peace of mind with mortgage protection solutions.
Learn about flexible coverage options you can personalize to your needs: https://www.sunlife.ca/en/insurance/mortgage-protection/
#MortgageProtection #FinancialSecurity
Learn about flexible coverage options you can personalize to your needs: https://www.sunlife.ca/en/insurance/mortgage-protection/
#MortgageProtection #FinancialSecurity
The Government of Canada is releasing this year’s federal budget on November 4. In the days after the announcement, watch here for a summary of the highlights and what the budget means for your financial goals. More to come!
The Government of Canada is releasing this year’s federal budget on November 4. In the days after the announcement, watch here for a summary of the highlights and what the budget means for your financial goals. More to come!
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let financial fears haunt you this Halloween. Our spook-tacular savings plans are designed to help you build a brighter future. Whether you're saving for retirement, a new home, or your children's education, we've got treats (not tricks!) to help you reach your goals.
Let's chat about how we can help you create a savings strategy that's anything but frightful.
Visit our website today. Your future self will thank you! 👻💰
#SunLifeSavings #FinancialTreats
Let's chat about how we can help you create a savings strategy that's anything but frightful.
Visit our website today. Your future self will thank you! 👻💰
#SunLifeSavings #FinancialTreats
Don't let financial fears haunt you this Halloween. Our spook-tacular savings plans are designed to help you build a brighter future. Whether you're saving for retirement, a new home, or your children's education, we've got treats (not tricks!) to help you reach your goals.
Let's chat about how we can help you create a savings strategy that's anything but frightful.
Visit our website today. Your future self will thank you! 👻💰
#SunLifeSavings #FinancialTreats
Let's chat about how we can help you create a savings strategy that's anything but frightful.
Visit our website today. Your future self will thank you! 👻💰
#SunLifeSavings #FinancialTreats
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Happy World Savings Day! Today's the perfect opportunity to boost your financial future. Celebrate by showing your RRSP or TFSA some extra love. Let's make your money work smarter, not harder. Reach out to learn how you can save for tomorrow while still enjoying today. 🌟
#WorldSavingsDay #SavingsDay #SmartSaving
#WorldSavingsDay #SavingsDay #SmartSaving
Happy World Savings Day! Today's the perfect opportunity to boost your financial future. Celebrate by showing your RRSP or TFSA some extra love. Let's make your money work smarter, not harder. Reach out to learn how you can save for tomorrow while still enjoying today. 🌟
#WorldSavingsDay #SavingsDay #SmartSaving
#WorldSavingsDay #SavingsDay #SmartSaving
This Halloween, let's summon up some financial magic.
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
This Halloween, let's summon up some financial magic.
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada
Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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To all the dedicated small business owners: Your passion and resilience drive our communities. We salute your spirit and hard work in turning your dreams into reality.
Your success is our success. Let's build a brighter future together!
Sun Life supports you with:
-Customized financial solutions
-Protection advice
-Resources for growth
#SmallBusinessWeek #CanadianSmallBusiness
Your success is our success. Let's build a brighter future together!
Sun Life supports you with:
-Customized financial solutions
-Protection advice
-Resources for growth
#SmallBusinessWeek #CanadianSmallBusiness
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/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.
#WealthPreservation #InnovativeFinance
#WealthPreservation #InnovativeFinance
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.
#WealthPreservation #InnovativeFinance
#WealthPreservation #InnovativeFinance
Have questions?
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