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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 listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
To help stem the tide, the Canadian Securities Administrators (CSA) is calling on registered financial advisors to request clients provide a Trusted Contact Person (TCP) to contact if they have concerns about a client’s ability to make financial decisions, or if advisors suspect a client is being exploited.
Alberta most popular among Canada's interprovincial migrants: Statistics Canada
Alberta has overtaken British Columbia as the most popular destination for people looking to migrate from one province to another, with most of its major cities recording net gains, according to a new report by Statistics Canada.
Tips on raising a financially savvy child
There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
Kick back this summer but keep an eye on your investments - BNN Bloomberg
While you’re relaxing at the cottage, by the pool, or somewhere more exotic, there are some storm clouds in the distance this year that could shock your investment portfolio.
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.
Good news! The deadline for the Protection Bundle offer has been extended! Now, you have until July 31 to bundle any permanent life insurance product with critical illness insurance to save. Connect with me for the full details and to take advantage now!
Good news! The deadline for the Protection Bundle offer has been extended! Now, you have until July 31 to bundle any permanent life insurance product with critical illness insurance to save. Connect with me for the full details and to take advantage now!
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
Provincial and territorial securities regulators are raising alarm bells over a spike in reports of financial abuse against Canadian seniors. What is most shocking is that it is often happening within families.
How pre-authorized contribution plans (PAC) can help you reach your financial goals
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, 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.
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.
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
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.
4 common life insurance myths unmasked
Don’t let these 4 myths stop you from getting the life insurance coverage you need. Talk to a Sun Life advisor or visit sunlife.ca to learn more.
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...
6 RRSP contribution myths debunked - BNN Bloomberg
With the February 29 Registered Retirement Savings Plan (RRSP) contribution deadline looming, a new poll finds 61 per cent of Canadians know more about their favourite TV show than their pension plans.
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
How to keep more of your retirement income and pay less tax
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
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.
Health insurance in retirement: How to pay for your health costs
Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.
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