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.
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
Hard earned truth: These are the five cognitive biases that you should fear most
Overconfidence, loss aversion and the fear of missing out will put your investing returns at risk.
Five financial goals to achieve this year
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
3 reasons to get life insurance in your 20s or 30s (video)
There are perks to buying life insurance in your 20s or 30s. Watch now.
How Canada’s large pension funds are approaching green investment disclosures | Benefits Canada.com
Institutional investors are disclosing the environmental impact of their assets through increasingly sophisticated sustainability reports that use the latest disclosure metrics.
Want to keep your brain sharp? Here are 5 things you can do | CBC Radio
Want to keep your brain sharp? Here are 5 things you can do
Exercise, sleep, social connections all key to avoiding cognitive decline
Exercise, sleep, social connections all key to avoiding cognitive decline
How Bank of Canada's rate cut will affect real estate markets, according to experts
On Wednesday, the Bank of Canada cut its benchmark interest rate by 25 basis points for the second time this year, bringing it down to 4.5 per cent, its lowest since April 2023.
47% of Canadians have had an injury preventing them from functioning at work: survey | Benefits Canada.com
Nearly half (47 per cent) of Canadians say they’ve been injured in a way that impedes or has impeded them from being fully functional at work, at home or at play, according to a new survey by Ipsos on behalf of the Canadian Athletic Therapists Association.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
Bank of Canada cuts key interest rate again, more cuts 'reasonable' if inflation keeps easing | CBC News
Central bank cut rate for 2nd consecutive time, to 4.5 per cent
Tips on raising a financially savvy child
There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
To help stem the tide, the Canadian Securities Administrators (CSA) is calling on registered financial advisors to request clients provide a Trusted Contact Person (TCP) to contact if they have concerns about a client’s ability to make financial decisions, or if advisors suspect a client is being exploited.
What's the best age to get life insurance?
Is it ever too soon or too late to buy life insurance? Do you even need life insurance? See what life insurance can do for you. Talk to a Sun Life advisor.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.