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.

You don't need the luck of the Irish for a strong financial future - just smart planning! Let's review your strategy to ensure you're on the right path to reaching your pot of gold.

Happy St. Patrick’s Day to those who celebrate! ☘️

https://advisor.sunlife.ca/keivan.perami/
For the people cheering you on every day, protect their future with the ultimate defence: life insurance.

This is a good time to check in and review your life insurance coverage.

🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife
Du compte Soins de santé à la couverture étendue, il existe des moyens de couvrir ce qui ne l’est pas par les régimes provinciaux, et aussi d’économiser de l’impôt par la même occasion. Explorons ce qui convient à vos besoins et à votre budget.
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
La période des impôts ne consiste pas seulement à produire une déclaration de revenus, mais aussi à se préparer. Des cotisations aux REER aux stratégies de fractionnement du revenu, il existe des mesures que vous pouvez prendre pour mieux positionner vos finances pour l’année prochaine et les suivantes.

Communiquez avec moi pour découvrir les stratégies qui vous conviennent le mieux. https://advisor.sunlife.ca/keivan.perami/
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/keivan.perami/
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/keivan.perami/
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
La période des impôts c’est aussi le moment de planifier sa succession. L’examen de votre déclaration de revenus permet de s’assurer que les désignations de bénéficiaires, les structures de propriété et les plans de transfert sont conformes à votre volonté, mais aussi de réduire les impôts qui pourraient s’appliquer aux transferts de patrimoine.
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/keivan.perami/
Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/keivan.perami/
Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.
Vous avez les blues de l’hiver? C’est bien normal. Il est encore temps de vous occuper de votre bien-être mental cet hiver. D’ailleurs, de nombreux produits de la Sun Life offrent une couverture pour les services de santé mentale. Voyons comment votre assurance peut vous aider.
Il peut être difficile de s’y retrouver parmi les options d’assurance. Vous terminez vos études, achetez votre première maison ou fondez une famille? Trouver le produit qui convient au parcours unique de votre vie est essentiel.

Nous pouvons vous aider à sécuriser votre avenir. Dites-nous comment nous pouvons vous aider.
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.
Grâce à une planification réfléchie, vous vous assurez que votre héritage sera transféré aux bonnes personnes au bon moment, et ce, avec le moins de répercussions fiscales possible.

Principaux éléments à prendre en considération :
-Stratégies de planification successorale
-Transmission fiscalement avantageuse du patrimoine
-Maintien de l’harmonie familiale
-Préservation du patrimoine

Commencez à planifier dès aujourd’hui pour une transition en douceur dans l’avenir. Contactez-nous dès aujourd’hui. https://advisor.sunlife.ca/keivan.perami/
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/keivan.perami/
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Strategic planning can help you make the most of housing transitions.

Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?

Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.

#RetirementPlanning #Retirement

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect
Sunlife
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.