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.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Do you need life insurance if you’re wealthy?

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....

How pre-authorized contribution plans (PAC) can help you reach your financial goals

Need content to better understand the financial landscape? I have valuable resources for you.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Younger homeowners more likely to be financially stressed: survey

Younger homeowners more likely to be financially stressed: survey

Roughly six in 10 Canadians with a mortgage are financially stressed, with younger homeowners more likely to be under pressure.
Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
FHSA: Tax-Free First Home Savings Account

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.
Net worth calculator

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...
Canadians believe they need $1.7 million to retire: survey | Benefits Canada.com

Canadians believe they need $1.7 million to retire: survey | Benefits Canada.com

While Canadians, on average, believe they need $1.7 million in retirement, this amount varies among different generations of employees.
Forget downsizing: Canadian seniors staying in large houses well into their 80s, due in part to lack of options

Forget downsizing: Canadian seniors staying in large houses well into their 80s, due in part to lack of options

Seniors are now less likely to sell their homes before age 85, it said, noting the demographic shift needed to free up a meaningful amount of housing stock won’t start happening for several years. “According to Statistics Canada’s demographic projections, population growth in the 85-and-over age group will be higher from 2030 to around 2040.”
6 RRSP contribution myths debunked - BNN Bloomberg

6 RRSP contribution myths debunked - BNN Bloomberg

With the February 29 Registered Retirement Savings Plan (RRSP) contribution deadline looming, a new poll finds 61 per cent of Canadians know more about their favourite TV show than their pension plans.
Critical illness insurance calculator

Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
What economists expect from the next Bank of Canada rate decision  - BNN Bloomberg

What economists expect from the next Bank of Canada rate decision - BNN Bloomberg

The Bank of Canada will announce its next rate decision on Jan. 24. Economists tracked by Bloomberg expect the central bank will keep its policy rate at five per cent, even after an unexpected increase in December inflation.
Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg

Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg

MUTUAL FUND PROS
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
Dollar-cost averaging: Making investing automatic

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: 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....
5 parenting tips for blended families | Sun Life Canada

5 parenting tips for blended families | Sun Life Canada

Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty.
Budget calculator

Budget calculator

Do you know what goes into a #budget? ​

Include basic living expenses like:​
✔️Housing​
✔️Food​
✔️Transportation​
✔️Clothing​

Put aside spending money, but don’t include expenses like: ​
❌dining out,​
❌weekend trips,​
❌or leisure and hobbies​

Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
3 reasons to get life insurance in your 20s or 30s

3 reasons to get life insurance in your 20s or 30s

Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
10 steps to buying a house in Canada

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.
5 steps to choosing a guardian for your children

5 steps to choosing a guardian for your children

Here are some helpful tips when selecting a guardian for your children:​

1. Ask the guardian first​
3. Remember to include contact information​
4. Name a back-up guardian​

Read more tips in the attached article!

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.