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.
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
10 Years Until Retirement? Here Are 5 Investing Rules to Follow
If you're planning to retire in 10 years, it's critical to get your financial house in order. These five investing rules will help make sure you're on the right track.https://advisor.sunlife.ca/kimberly.a.redmond/
Dreaming of owning your first home? You might not know all the tools available to help you get there.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
Dreaming of owning your first home? You might not know all the tools available to help you get there.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
🔄 Myth buster: Segregated funds ≠ mutual funds.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
🔄 Myth buster: Segregated funds ≠ mutual funds.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities we cherish in Canada.
Happy #VictoriaDay long weekend!
Happy #VictoriaDay long weekend!
This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities we cherish in Canada.
Happy #VictoriaDay long weekend!
Happy #VictoriaDay long weekend!
Brain health: Probiotics, healthy diet may support cognitive function
A new review looks at how probiotics, prebiotics, dietary changes, and fecal microbiota transplants can help support gut health and preserve brain function.https://advisor.sunlife.ca/kimberly.a.redmond/
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/kimberly.a.redmond/
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/kimberly.a.redmond/
📋 Myth buster: Understanding segregated fund roles matters!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
📋 Myth buster: Understanding segregated fund roles matters!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://advisor.sunlife.ca/kimberly.a.redmond/
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://advisor.sunlife.ca/kimberly.a.redmond/
How Does Your TFSA Stack Up Against the Average Canadian at 30?
Are you also among the Canadians neglecting to unlock the true potential of their TFSAs? Here’s a look at the average 30-year-old’s TFSA.
https://advisor.sunlife.ca/kimberly.a.redmond/
https://advisor.sunlife.ca/kimberly.a.redmond/
Happy Mother's Day to the incredible women who give so much! 👩👧👦💕
Whether you're a mom, stepmom, grandmother, mentor or mother figure, today we celebrate YOU and everything you do.
#HappyMothersDay
Whether you're a mom, stepmom, grandmother, mentor or mother figure, today we celebrate YOU and everything you do.
#HappyMothersDay
Happy Mother's Day to the incredible women who give so much! 👩👧👦💕
Whether you're a mom, stepmom, grandmother, mentor or mother figure, today we celebrate YOU and everything you do.
#HappyMothersDay
Whether you're a mom, stepmom, grandmother, mentor or mother figure, today we celebrate YOU and everything you do.
#HappyMothersDay
Positive Beliefs About Aging Can Influence Wellness
No matter your age, is it time to update beliefs about what aging is and is not?https://advisor.sunlife.ca/kimberly.a.redmond/
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/kimberly.a.redmond/
https://advisor.sunlife.ca/kimberly.a.redmond/
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/kimberly.a.redmond/
https://advisor.sunlife.ca/kimberly.a.redmond/
The New 65: Why the Healthiest Retirees Are Planning for 30 More Years
Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.https://advisor.sunlife.ca/kimberly.a.redmond/
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/kimberly.a.redmond/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/kimberly.a.redmond/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
This Mental Health Week, we're reminding you that your mental wellbeing is just as important as your physical health. 🧠💙
Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.
This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it
Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/kimberly.a.redmond/
#MentalHealthWeek
Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.
This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it
Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/kimberly.a.redmond/
#MentalHealthWeek
This Mental Health Week, we're reminding you that your mental wellbeing is just as important as your physical health. 🧠💙
Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.
This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it
Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/kimberly.a.redmond/
#MentalHealthWeek
Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.
This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it
Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/kimberly.a.redmond/
#MentalHealthWeek
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.