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.
‘It’s about time’: Combo of price-cutting factors brings some pocketbook relief in Canada
Canadians are getting some relief in gas prices and airfare in what experts say is a combination of inflation-cutting factors in recent weeks.
For young investors looking for bond exposure, it’s best to keep it simple: experts
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.
Canadians cutting spending, delaying purchases amid tariff turmoil: MNP survey
A survey suggests Canadians’ outlook for their personal finances has brightened even as they’ve taken steps to cut their expenses amid economic turmoil.
The FP Wealth Survey: How much does it take to be considered wealthy in Canada?
Financial Post readers think people need a net worth of at least $5 million in order to be considered wealthy, they plan to invest about the same this year as last and their biggest regret was not starting their financial planning earlier.
如果您不擅长自主理财，那么快来与我们合作吧。和我聊聊您的TFSA。
如果您不擅长自主理财，那么快来与我们合作吧。和我聊聊您的TFSA。
Bank of Canada holds key rate steady amid trade war, economic uncertainty
The Bank of Canada left its benchmark interest rate unchanged Wednesday as it waits to get a clearer picture of how global trade uncertainty is going to impact the Canadian economy.
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Building confidence key to wealth for gen Z and millennial women
Building confidence key to wealth for gen Z and millennial women
How to take a tax-smart approach to long-term savings
How to take a tax-smart approach to long-term savings
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
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."
Taking the bold path
WXN Canada’s Most Powerful Women: Top 100 Hall of Fame inductees have lived their lives and built their respective careers guided by their values and a clear sense of purpose. Their bold, epic journeys serve as shining examples of what it takes to drive positive change.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏡 在规划时，考虑将您的定期人寿保险转换为符合您目标的保险。通过永明人寿的定期转换优惠，您在3月31日前转换保险，最高可节省25%。马上联系我们，了解更多选择！ #家庭保障 #人寿保险
🏡 在规划时，考虑将您的定期人寿保险转换为符合您目标的保险。通过永明人寿的定期转换优惠，您在3月31日前转换保险，最高可节省25%。马上联系我们，了解更多选择！ #家庭保障 #人寿保险
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
What’s the difference between good debt and bad debt?
What’s the difference between good debt and bad debt?
Set your shopping calendar to off-season for big savings: experts
Set your shopping calendar to off-season for big savings: experts
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.