Stay informed
Stay informed with whatโs 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.
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains ๐
-Max out your TFSA contributions ๐ฐ
-Review your charitable giving strategy ๐
-Explore income splitting opportunities ๐ฅ
-Consider prescribed rate loans for family members ๐ธ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains ๐
-Max out your TFSA contributions ๐ฐ
-Review your charitable giving strategy ๐
-Explore income splitting opportunities ๐ฅ
-Consider prescribed rate loans for family members ๐ธ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains ๐
-Max out your TFSA contributions ๐ฐ
-Review your charitable giving strategy ๐
-Explore income splitting opportunities ๐ฅ
-Consider prescribed rate loans for family members ๐ธ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains ๐
-Max out your TFSA contributions ๐ฐ
-Review your charitable giving strategy ๐
-Explore income splitting opportunities ๐ฅ
-Consider prescribed rate loans for family members ๐ธ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
This Financial Literacy Month, boost your financial IQ with these must-know terms for smart saving:
๐ฐ๐ Compound Interest: Your money's best friend! Its interest earned on interest, helping your savings grow faster over time.
๐งบ๐ Diversification: Don't put all your eggs in one basket. Spread out your investments to manage risk.
๐ฏ๐ Asset Allocation: Finding the right mix of investments based on your goals and risk tolerance.
๐๐ Market Volatility: The ups and downs of the market. Remember, it's normal and often temporary!
๐ด๐ Risk Tolerance: How much market fluctuation can you handle without losing sleep?
Understanding these terms can help you make smarter financial decisions and build a stronger future. Want to learn more? Check out our full list of must-know financial terms here: https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Ready to put your new knowledge to work? Reach out today to talk about how to navigate your financial journey with confidence.
#FinancialLiteracyMonth #MoneySmarts #InvestInYourself
๐ฐ๐ Compound Interest: Your money's best friend! Its interest earned on interest, helping your savings grow faster over time.
๐งบ๐ Diversification: Don't put all your eggs in one basket. Spread out your investments to manage risk.
๐ฏ๐ Asset Allocation: Finding the right mix of investments based on your goals and risk tolerance.
๐๐ Market Volatility: The ups and downs of the market. Remember, it's normal and often temporary!
๐ด๐ Risk Tolerance: How much market fluctuation can you handle without losing sleep?
Understanding these terms can help you make smarter financial decisions and build a stronger future. Want to learn more? Check out our full list of must-know financial terms here: https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Ready to put your new knowledge to work? Reach out today to talk about how to navigate your financial journey with confidence.
#FinancialLiteracyMonth #MoneySmarts #InvestInYourself
Itโs Movember!
November isn't just about growing mustaches โ it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor โ book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
November isn't just about growing mustaches โ it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor โ book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
Itโs Movember!
November isn't just about growing mustaches โ it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor โ book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
November isn't just about growing mustaches โ it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor โ book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
Financial literacy isn't just about understanding money โ it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
โข Building a strong financial foundation
โข Understanding investment basics
โข 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:
โข Building a strong financial foundation
โข Understanding investment basics
โข 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 โ it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
โข Building a strong financial foundation
โข Understanding investment basics
โข 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:
โข Building a strong financial foundation
โข Understanding investment basics
โข 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/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
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 ๐จ
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 yearโs 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 yearโs 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! ๐ป๐ฐ
#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! ๐ป๐ฐ
#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! ๐ป๐ฐ
#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! ๐ป๐ฐ
#SunLifeSavings #FinancialTreats
Boo! ๐ป
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! ๐ป
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. ๐
#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. ๐
#WorldSavingsDay #SavingsDay #SmartSaving
#WorldSavingsDay #SavingsDay #SmartSaving
This Halloween, let's summon up some financial magic.
๐๏ธBrew up plans for a boo-tiful vacation
๐ฐCreate ghostly good education funds
๐กSave 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
๐๏ธBrew up plans for a boo-tiful vacation
๐ฐCreate ghostly good education funds
๐กSave 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.
๐๏ธBrew up plans for a boo-tiful vacation
๐ฐCreate ghostly good education funds
๐กSave 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
๐๏ธBrew up plans for a boo-tiful vacation
๐ฐCreate ghostly good education funds
๐กSave 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.
Hereโs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Hereโs 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.
Hereโs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Hereโs 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! ๐๏ธ
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: ๐ https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
โก๏ธ Factors affecting your retirement savings
โก๏ธ Estimating your retirement income needs
โก๏ธ 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: ๐ https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
โก๏ธ Factors affecting your retirement savings
โก๏ธ Estimating your retirement income needs
โก๏ธ 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! ๐๏ธ
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: ๐ https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
โก๏ธ Factors affecting your retirement savings
โก๏ธ Estimating your retirement income needs
โก๏ธ 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: ๐ https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
โก๏ธ Factors affecting your retirement savings
โก๏ธ Estimating your retirement income needs
โก๏ธ 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
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.