Stay informed

Paying off your mortgage is a game-changer. Think hard about what comes next

Paying off your mortgage is a game-changer. Think hard about what comes next

Buying a house is the largest purchase most Canadians will ever make and finally paying off the mortgage is likely to be a game changer.
Choosing The Right Trustee And Why It Matters

Choosing The Right Trustee And Why It Matters

Selecting a trustee well-equipped to handle these duties is one of the most important decisions you might ever make!
This Serial Entrepreneur Credits Her Wellness Empire To A Weekly Practice

This Serial Entrepreneur Credits Her Wellness Empire To A Weekly Practice

Megan Bruneau, M.A. Psych is a therapist, executive coach, and the founder of Off The Field Executive & Personal Coaching. She hosts The Failure Factor podcast featuring conversations with entrepreneurs about the setbacks that led to their success.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started.



Script: Let's help make your freelance dreams financially sustainable
6.1 million Canadian workers juggling jobs and caregiving: report

6.1 million Canadian workers juggling jobs and caregiving: report

For more than six million working Canadians, caregiving isn’t just part of life — it’s part of the workday. Yet despite juggling these responsibilities, most employees receive little to no formal support from their employers. That’s more than a third (35 per cent) of the workforce, according to a new report from the Canadian Centre
Did you know many families would face significant financial challenges if they suddenly lost their primary wage earner? Don't let your loved ones be caught unprepared. Ensure your family's financial security with proper life insurance coverage. Give yourself and your family peace of mind. Let's connect to review your #lifeinsurance plan because when it comes to your family's future, it's better to be safe than sorry.

#FinancialProtection #FamilySecurity #LifeInsuranceAwarenessMonth
Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. [I/we] can help you plan for whatever life brings. Email or call to set up your next appointment today.

#LifeInsuranceAwarenessMonth
Payout annuities

Payout annuities

Need content to better understand the financial landscape? I have valuable resources for you.


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.
Five Mistakes to Avoid in Your First Year of Retirement

Five Mistakes to Avoid in Your First Year of Retirement

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Bank of Canada holds interest rate at 2.75% as economy shows resilience in the face of tariffs | CBC News

Bank of Canada holds interest rate at 2.75% as economy shows resilience in the face of tariffs | CBC News

Bank of Canada holds interest rate at 2.75% as economy shows resilience in the face of tariffs.
How to make retirement savings last

How to make retirement savings last

Boost your knowledge with this helpful article.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.