Stay informed

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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.

Boo! 👻

This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.

#HappyHalloween #FinancialTreats

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan

Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

Watch video

Is buying a home in Canada even worth it or should you just rent? | Urbanized

To rent or to buy a home in Canada? If you’re a millennial living in this country, that may be the big question in your life right now. With the Bank of Canada recently cutting its key interest rate for the third time, and housing prices in some major cities forecasted to decrease sharply by the end of the year, you may be weighing your options. Despite the softening housing market, the cost-of-living crisis persists. So, is it really worth buying a home in Canada, or are there benefits to being a renter? Daily Hive spoke with Thuy Lam, a certified financial planner and money coach based in Toronto. She offers advice-only financial planning, which means that she can remain completely objective because she’s not selling any financial products.

Read article

In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.

#WealthPreservation #InnovativeFinance

5 Proven Ways to Fall Asleep Faster

If you're struggling to fall asleep fast, methods like deep breathing, muscle relaxation, or visualization can help promote quick sleep.

Read article

Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️

Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/

Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings

Don't leave your future to chance. Start planning today for a worry-free tomorrow.

#RetirementPlanning #FinancialFreedom #SunLifeCanada

As families reunite and traditions are honored, we hope your celebration is filled with warmth, gratitude and harmony. Like the enduring cycle of the moon, may your life be full of brightness and renewal.

10 Snacks That Can Help Lower Your Cholesterol Naturally

Enjoying foods like berries, chia seeds, low-fat dairy, beans, avocados, and nuts as snacks may help lower your cholesterol.

Read article

What the Interest Rate Cut Means for Canadian Investors

No matter how the interest rate changes, Canadian investors should stay diversified, stay disciplined, and stick to their long-term investing strategy.

Read article

Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.

A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.

It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!

These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.

You’re busy, but taking the time to assess your finances during these times is important.

Reach out and we can create a financial roadmap.

How processed foods change your brain and drive obesity

Research shows processed foods rewire your brain in just 5 days, creating powerful cravings and making weight loss harder. Learn how to reverse these changes

Read article

How do I get the right personal health insurance?

Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.

Learn more in this article.

Read article

Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 

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