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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.
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
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/kimberly.a.redmond/
How to slow down aging without spending a fortune
Discover proven methods to delay aging naturally. Learn science-backed strategies for maintaining youthful skin, energy, and vitality at any age.
What does your dream retirement look like? Let’s talk about how we can put the pieces in place to help make that happen.
Spring is here, and so is home buying season! 🏡
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/kimberly.a.redmond/
#HomeBuyingSeason #DreamHome #RealEstateGoals
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/kimberly.a.redmond/
#HomeBuyingSeason #DreamHome #RealEstateGoals
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/kimberly.a.redmond/
Each account type serves a different purpose. Your financial roadmap can help you decide what to use — and when to use it. Let’s map contributions to your goals. https://advisor.sunlife.ca/kimberly.a.redmond/
#TFSA #RRSP #WealthPlanning
#TFSA #RRSP #WealthPlanning
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/kimberly.a.redmond/
💰 Myth buster: Are segregated funds really "too expensive"?
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
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/kimberly.a.redmond/
Message me to get started! https://advisor.sunlife.ca/kimberly.a.redmond/
Simple and effective ways for women to stay fit and energetic at any age. Here's about healthy eating, regular exercise, mental wellness, and lifestyle habits that support long-term health.https://advisor.sunlife.ca/kimberly.a.redmond/
World Health Day reminds us that health is our greatest asset. 💚
A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges
Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.
Let's chat about comprehensive health coverage that gives you confidence. https://advisor.sunlife.ca/kimberly.a.redmond/
A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges
Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.
Let's chat about comprehensive health coverage that gives you confidence. https://advisor.sunlife.ca/kimberly.a.redmond/
Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
🔍 Myth buster: Think segregated funds are only for retirees? Think again!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
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/kimberly.a.redmond/
Message me for details. https://advisor.sunlife.ca/kimberly.a.redmond/
Today, we celebrate our planet and commit to protecting it for future generations.
Small actions today create a lasting impact tomorrow.
#EarthDay #Sustainability #ResponsibleInvesting
Small actions today create a lasting impact tomorrow.
#EarthDay #Sustainability #ResponsibleInvesting
It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future.
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