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.
Carrick on Money: Seven ways to leverage a tax refund into big savings or gains
7 Ways to leverage your tax refund! Great article with some helpful tips to maximize your money. Take a read and let me know how I can help!
https://secure.campaigner.com/csb/Public/show/e7a4-2t4krf--16n717-krc6g0c3
https://secure.campaigner.com/csb/Public/show/e7a4-2t4krf--16n717-krc6g0c3
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
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....
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Inflation: What it means and how to protect yourself
Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
Check out this Globe and Mail article that I was chosen to participate in; fun question to answer!
https://www.theglobeandmail.com/investing/article-what-should-this-61-year-old-do-after-being-laid-off-plus-globe/ (scroll to the Q&A portion)
https://www.theglobeandmail.com/investing/article-what-should-this-61-year-old-do-after-being-laid-off-plus-globe/ (scroll to the Q&A portion)
Check out this Globe and Mail article that I was chosen to participate in; fun question to answer!
https://www.theglobeandmail.com/investing/article-what-should-this-61-year-old-do-after-being-laid-off-plus-globe/ (scroll to the Q&A portion)
https://www.theglobeandmail.com/investing/article-what-should-this-61-year-old-do-after-being-laid-off-plus-globe/ (scroll to the Q&A portion)
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.
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.
Retirement planning for business owners
You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...
4 ways to reduce food waste and save money
One way to save at the supermarket, despite rising prices, is to waste less of the food we buy. Here are four smart ways to help you use more of what you buy....
Grocery rebate: What more should be done to help Canadians?
Had the opportunity to be interviewed by CTV - check out the interview with some valuable advice for Canadians!
https://kitchener.ctvnews.ca/video?clipId=2722572&playlistId=null&binId=1.1147292&playlistPageNum=1
https://kitchener.ctvnews.ca/video?clipId=2722572&playlistId=null&binId=1.1147292&playlistPageNum=1
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
How Young Canadians Can Prep For Surprise Expenses - NerdWallet
Check out this article that features Kim in Nerd Wallet. It is about avoiding credit cards in a financial crunch: https://www.nerdwallet.com/ca/credit-cards/avoid-credit-cards-in-money-crunch
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
10 ways on how to beat inflation
What are some ways I can beat inflation? Here are some tips to lower your stress level when inflation is sky-high. Read more on sunlife.ca!
Worried about volatile markets? Here are 4 questions to ask your financial advisor
Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
Inflation: What it means and how to protect yourself
Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
Tuesday's budget to include grocery rebate for lower income Canadians: source | CBC News
The federal budget, set for Tuesday, will include a grocery rebate measure aimed at lower income Canadians to help address the affordability crisis...
Worried about volatile markets? Here are 4 questions to ask your financial advisor
Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.