Stay informed
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.
Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.
Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.
What a recession might mean for your money
What does a recession really mean for your money? Understanding it can help you make more informed decisions.
Get the basics — and then get in touch to discuss your next steps.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-is-a-recession-and-what-does-it-mean-for-you/
Reach out to set up a time to chat!
Get the basics — and then get in touch to discuss your next steps.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-is-a-recession-and-what-does-it-mean-for-you/
Reach out to set up a time to chat!
What to do when stock market values are down
When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves with their money. Here are a few things to consider before you act. https://www.sunlife.ca/en/investments/what-do-you-do-when-the-stock-market-goes-down/
Let me know how I can help. https://advisor.sunlife.ca/jsun.financial/
Let me know how I can help. https://advisor.sunlife.ca/jsun.financial/
Why 55 Needs To Be The New Normal Goal For Retirement
Discover why age 55 should be your new "work-optional" retirement goal. Learn financial strategies to protect your wealth while maximizing your healthiest years.https://advisor.sunlife.ca/jsun.financial/
It's never too late to improve your brain health with this one habit, a new study reveals, as 94-year-olds show progress
The study looked at the impact of brain training activities and healthy habits on the brain health of participants 19 to 94 years old.https://advisor.sunlife.ca/jsun.financial/
Market fluctuations can test your confidence. Discover 5️⃣ simple ways to stay on track, even when there's ups and downs. 📈⬇️📉
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/5-ways-to-manage-market-ups-and-downs/
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/5-ways-to-manage-market-ups-and-downs/
Market fluctuations can test your confidence. Discover 5️⃣ simple ways to stay on track, even when there's ups and downs. 📈⬇️📉
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/5-ways-to-manage-market-ups-and-downs/
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/5-ways-to-manage-market-ups-and-downs/
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/jsun.financial/
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/jsun.financial/
Wondering what uncertain times mean for you and your money?
You can’t control the markets — but you can control your strategy, habits and mindset. Explore practical methods to stay on track. https://www.sunlife.ca/en/investments/market-volatility/
Let me know how I can help!
Let me know how I can help!
It's never too early to start. When kids learn about money young, they make smarter choices later. 💡
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/jsun.financial/
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/jsun.financial/
It's never too early to start. When kids learn about money young, they make smarter choices later. 💡
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/jsun.financial/
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/jsun.financial/
Don’t assume your child will be your caregiver as you age, expert warns
As more Canadians approach retirement age, an expert says it’s important for people to have realistic conversations about where they will live and who will take care of them in their old age, as those decisions are more complicated than they may appear.
How to build your emergency fund
You can’t predict the next market shift — but you can prepare for it. An emergency fund can help you stay confident during uncertain times. Let’s chat about solutions that could work for you. 👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-build-your-emergency-fund/
How to save money in times of uncertainty
Economic uncertainty can feel overwhelming — but there are steps you can consider. Learn how to keep saving and moving forward. https://www.sunlife.ca/en/investments/how-to-save-money-in-times-of-uncertainty/
Reach out to chat about what moves are right for you.
Reach out to chat about what moves are right for you.
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/jsun.financial/
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/jsun.financial/
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/jsun.financial/
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/jsun.financial/
Canadians over 65 more worried about climate change than youth, StatCan says - National | Globalnews.ca
Canadians are worried about climate change, with those over 65 among the most concerned, Statistics Canada said, as large swathes of the country are reeling from higher-than-normal temperatures.
無論您是自僱人士、正處於工作轉換期，還是沒有公司提供的福利，保障上的缺口可能會讓您暴露於風險。
個人健康保險和危疾保障有助於填補這些缺口，並在突發狀況下守護您的財務穩健。
讓我們商討適合您的策略。
個人健康保險和危疾保障有助於填補這些缺口，並在突發狀況下守護您的財務穩健。
讓我們商討適合您的策略。
無論您是自僱人士、正處於工作轉換期，還是沒有公司提供的福利，保障上的缺口可能會讓您暴露於風險。
個人健康保險和危疾保障有助於填補這些缺口，並在突發狀況下守護您的財務穩健。
讓我們商討適合您的策略。
個人健康保險和危疾保障有助於填補這些缺口，並在突發狀況下守護您的財務穩健。
讓我們商討適合您的策略。
如果您是自由职业者、正处于职业过渡期，或暂时没有公司提供的福利，保障缺口可能会让您暴露在风险之中。
个人健康保险与重疾险可以帮您填补这些缺口，在意外来临时守护您的财务安全。
我们可以一起探讨适合您的保障方案。
个人健康保险与重疾险可以帮您填补这些缺口，在意外来临时守护您的财务安全。
我们可以一起探讨适合您的保障方案。
如果您是自由职业者、正处于职业过渡期，或暂时没有公司提供的福利，保障缺口可能会让您暴露在风险之中。
个人健康保险与重疾险可以帮您填补这些缺口，在意外来临时守护您的财务安全。
我们可以一起探讨适合您的保障方案。
个人健康保险与重疾险可以帮您填补这些缺口，在意外来临时守护您的财务安全。
我们可以一起探讨适合您的保障方案。
Maxed-out credit cards? Here are different options to dig out of the debt
Maxed-out credit cards? Here are different options to dig out of the debt
Wondering what's been moving the markets lately?
Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙
Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
#Investing #MarketUpdate #EconomicOutlook
Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙
Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
#Investing #MarketUpdate #EconomicOutlook
Wondering what's been moving the markets lately?
Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙
Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
#Investing #MarketUpdate #EconomicOutlook
Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙
Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
#Investing #MarketUpdate #EconomicOutlook
Whether it’s a getaway or time at home, this long weekend is a chance to reset. A little balance goes a long way — financially and personally. Have a safe and happy August long weekend!
Whether it’s a getaway or time at home, this long weekend is a chance to reset. A little balance goes a long way — financially and personally. Have a safe and happy August long weekend!
Aging brain: Walking faster may slash cognitive decline risk by 50%
A new study highlights a link between walking faster in later life and a roughly 50% lower risk of cognitive decline, suggesting gait speed could serve as a simple measure to identify older adults at higher risk.
Have questions?
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.