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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.

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/keivan.perami/
L'assurance-vie aide à protéger votre famille. Elle permet de maintenir le niveau de vie, de rembourser les dettes et de réaliser des projets. Une couverture simple et abordable qui fait vraiment la différence. Écrivez-moi pour obtenir une estimation! https://advisor.sunlife.ca/keivan.perami/
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/keivan.perami/
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.

Message me for details. https://advisor.sunlife.ca/keivan.perami/
Objectifs à court, moyen et long terme organisés en un seul endroit pour agir avec confiance. Commençons avec votre #UnPlanSimplementSunLife. Contactez-moi pour plus d'information. https://advisor.sunlife.ca/keivan.perami/
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/keivan.perami/

#SunLifeOnePlan #TFSA #RRSP
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/keivan.perami/

#SunLifeOnePlan
Un parcours financier global permet d’établir un équilibre entre les assurances, les placements et l’accès aux liquidités pour les moments importants de la vie. Ensemble, nous pouvons adapter une approche qui répond à vos besoins financiers. Laissez-moi vous parler d’Un Plan, simplement Sun Life.

#UnPlanSimplementSunLife https://advisor.sunlife.ca/keivan.perami/
Un parcours simple permet d’équilibrer les coûts actuels avec les objectifs futurs. Établissons ensemble un budget familial qui fonctionne pour vous.

https://advisor.sunlife.ca/keivan.perami/
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/keivan.perami/
As nature renews itself, it's the perfect time for a financial fresh start.

Book a spring money check-up to ensure your finances are blooming. Happy first day of spring!

https://advisor.sunlife.ca/keivan.perami/
Nous vous aidons à aligner vos stratégies sur vos objectifs et votre niveau de confort en regard de la volatilité du marché.

Avez-vous eu récemment une conversation sur le risque financier auquel votre portefeuille est exposé? Communiquez avec moi. https://advisor.sunlife.ca/keivan.perami/
We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/keivan.perami/
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/

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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.