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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.
How should young Canadians invest in bonds? - MoneySense
For young investors who are building the fixed-income portion of their portfolio, it’s best they keep their approach simple and go for low-cost investment options, experts say.
Trouble dealing with your finances? How to change your money mindset
Trouble dealing with your finances? How to change your money mindset
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Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs
"Planning for retirement isn’t just about crunching numbers and growing your nest egg; it’s about achieving a balance between living well today and securing financial freedom for tomorrow."
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
5 Ways Women Can Avoid Financial Mistakes Inherited From Parents
Gen Z women and 58% of Millennial women consider their parents a trusted source for money advice giving room for inherited financial mistakes to happen
Tax refunds are arriving and Gen Z are the most likely to invest it: survey - National | Globalnews.ca
A new survey from TD Bank found Gen Z are the most likely Canadians to invest their tax returns once received, but also may be unclear on how some savings accounts work.
What to do if you outlive your retirement savings in Canada - MoneySense
Some Canadian seniors enter retirement without savings or run out of money over time. Here’s how they can stay afloat financially.
Why Financial Literacy Is Key To Protecting Your Legacy
Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring your wishes are honored.
What No One Tells You About Retiring Alone
If you're single and ready to retire, the next stage of your life could look different from your married peers' lives. You may have a smaller nest egg, but you also might have more freedom to do what you want.
Can you make RRSP contributions after age 71? - MoneySense
Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted your account to a RRIF.
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.
How much money do you need to have generational wealth?
"How much money do you need to have generational wealth?
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
Edmunds: Avoid these five mistakes when buying a used vehicle
🚘 It can be a smart money-saving move to buy a used vehicle instead of a new one. The average price gap between new and used vehicles is more than US$20,000, according to recent Edmunds’ sales data. But many used-vehicle shoppers make costly mistakes that can be avoided with a little research and preparation.
Here are five common mistakes and what you can do to avoid them.
Here are five common mistakes and what you can do to avoid them.
How do you think about risk as an investor?
Dive into expert insights on building and preserving wealth in today’s economic landscape.
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.
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.
Tax & estate planning for people with disabilities
Access helpful resources on financial knowledge developed by professionals in the industry.
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.
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.
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Winning Financial Strategies: Lessons From The Tennis Court
Tennis is a sport of strategy, precision, and adaptability, requiring players to prepare extensively, stay agile in the moment, and focus on long-term success. Interestingly, these same principles are fundamental in financial planning. Just as a tennis player works with a coach to refine their skills and achieve their goals, business owners and high-net-worth individuals benefit from working with a financial professional to navigate their unique financial journeys.
You’re confident your heirs can do the job, but are they ready?
You’re confident your heirs can do the job, but are they ready?
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