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.

What is your financial personality type? 💸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://advisor.sunlife.ca/kevin.posnikoff/
Trust Me, I'm a Longevity Expert—Joyspan Is the Wellness Buzzword to Pay Attention to This Year

Trust Me, I'm a Longevity Expert—Joyspan Is the Wellness Buzzword to Pay Attention to This Year

Move over, supplement-mazzing and breathwork: joyspan is the longevity metric we should all be prioritising to boost mental and physical wellbeing.
Read article
This Week’s Top Stories: Canada’s GDP Boosted By Fictitious Rents, Population Revisions and Jobs - Better Dwelling

This Week’s Top Stories: Canada’s GDP Boosted By Fictitious Rents, Population Revisions and Jobs - Better Dwelling

Time for your cheat sheet on this week's top stories. Canadian Real Estate. Canada's Fake GDP Growth: Fictitious Rents Add More Than Oil.
Read article
Canada posts monster jobs gain in July, unemployment rate hits two-year low

Canada posts monster jobs gain in July, unemployment rate hits two-year low

Canada's economy added far more jobs in July than expected and the unemployment rate dropped to a two-year low, ​data showed on Friday, in another sign the economy is coping with U.S. tariffs and international tensions.
Read article
Thought saving for a home was impossible?

Think again. The FHSA (First Home Savings Account) help makes it actually doable.
• Save faster with tax deductions
• Watch it grow tax-free
• Withdraw tax-free when ready

Are you using an FHSA? Share your story!
Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.

What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇
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.
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/kevin.posnikoff/
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/kevin.posnikoff/
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/kevin.posnikoff/
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/kevin.posnikoff/
Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://advisor.sunlife.ca/kevin.posnikoff/
Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/kevin.posnikoff/
Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://advisor.sunlife.ca/kevin.posnikoff/
You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/kevin.posnikoff/
Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/kevin.posnikoff/
Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.

Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://advisor.sunlife.ca/kevin.posnikoff/

#UnPlanSimplementSunLife #SunLife
Retirement isn’t an end. It’s your next chapter.

Retirement isn’t an end. It’s your next chapter.

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence.
Watch video
You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.

A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://advisor.sunlife.ca/kevin.posnikoff/

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