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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.

Lock in lower rates ✓ Guarantee coverage ✓ Secure their future ✓

Lock in lower rates ✓ Guarantee coverage ✓ Secure their future ✓

Help secure your little one's future today. Sun CII for kids locks in lower premiums and guarantees coverage as they grow. Plus, get 50% of their first year's premiums back! Offer ends July 31. #ParentingWin #ChildInsurance
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Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/kim.safronetz.financial/
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/kim.safronetz.financial/
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/kim.safronetz.financial/
From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.

Message me to get started! https://advisor.sunlife.ca/kim.safronetz.financial
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/kim.safronetz.financial/
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/kim.safronetz.financial/
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/kim.safronetz.financial

#SunLifeOnePlan #TFSA #RRSP
Join us in Toronto for a Women in Wealth event. Designed for wealth advisors, this event will feature industry insights, includes lunch and 1 CE credit hour.

Event Details
• Date: April 28, 2026
• Time: 11:30 AM – 2:30 PM
• Location: 1 York St, 22 Floor

Space is limited. Register now to reserve your spot
https://survey.alchemer.com/s3/8739398/Empowering-Women-in-Wealth-Toronto
Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.

Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.

Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton

Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/kim.safronetz.financial

#CanadianBusiness #TaxPlanning #IncomeTaxes
每種帳戶類型都有不同的用途。您的財務規劃路線圖可以幫助您決定該使用哪種帳戶——以及何時使用。讓我們根據您的目標來規劃供款安排。

#免稅儲蓄帳戶#註冊退休儲蓄計劃#財富規劃
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/kim.safronetz.financial

#SunLifeOnePlan
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/kim.safronetz.financial
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/kim.safronetz.financial
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/kim.safronetz.financial

#SunLifeOnePlan
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
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.
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/kim.safronetz.financial
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/kim.safronetz.financial

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