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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.
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/kristian.robillard
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/kristian.robillard
🏢 Myth buster: Business owners — segregated funds CAN work for you!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
🏢 Myth buster: Business owners — segregated funds CAN work for you!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Register for this complimentary upcoming webinar! Q2 Market Outlook - Navigating economic, geopolitical and market uncertainty.
Monday, April 20, 2026 12:00 PM, ET
What will drive markets in the year ahead?
Join Sun Life Global Investments to explore what's really happening with AI, the U.S Federal Reserve and market fragmentation. This session will help you understand why picking the right investments is more important than ever.
Register today: https://sunlife.zoom.us/webinar/register/3017725621473/WN_l0CsSwMmSwa3Oi91R8NUlQ#/registration
Monday, April 20, 2026 12:00 PM, ET
What will drive markets in the year ahead?
Join Sun Life Global Investments to explore what's really happening with AI, the U.S Federal Reserve and market fragmentation. This session will help you understand why picking the right investments is more important than ever.
Register today: https://sunlife.zoom.us/webinar/register/3017725621473/WN_l0CsSwMmSwa3Oi91R8NUlQ#/registration
Register for this complimentary upcoming webinar! Q2 Market Outlook - Navigating economic, geopolitical and market uncertainty.
Monday, April 20, 2026 12:00 PM, ET
What will drive markets in the year ahead?
Join Sun Life Global Investments to explore what's really happening with AI, the U.S Federal Reserve and market fragmentation. This session will help you understand why picking the right investments is more important than ever.
Register today: https://sunlife.zoom.us/webinar/register/3017725621473/WN_l0CsSwMmSwa3Oi91R8NUlQ#/registration
Monday, April 20, 2026 12:00 PM, ET
What will drive markets in the year ahead?
Join Sun Life Global Investments to explore what's really happening with AI, the U.S Federal Reserve and market fragmentation. This session will help you understand why picking the right investments is more important than ever.
Register today: https://sunlife.zoom.us/webinar/register/3017725621473/WN_l0CsSwMmSwa3Oi91R8NUlQ#/registration
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
📊 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.
📊 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
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
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/kristian.robillard
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/kristian.robillard
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/kristian.robillard
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/kristian.robillard
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/kristian.robillard
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/kristian.robillard
💰 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!
💰 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!
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/kristian.robillard
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/kristian.robillard
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/kristian.robillard
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/kristian.robillard
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/kristian.robillard
Message me to get started! https://advisor.sunlife.ca/kristian.robillard
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/kristian.robillard
Message me to get started! https://advisor.sunlife.ca/kristian.robillard
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/kristian.robillard
Message me for details. https://advisor.sunlife.ca/kristian.robillard
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/kristian.robillard
Message me for details. https://advisor.sunlife.ca/kristian.robillard
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/kristian.robillard
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/kristian.robillard
🔍 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!
🔍 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!
What is the average retirement income in Canada?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.fidelity.ca/en/insights/articles/what-is-the-average-retirement-income-in-canada/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.fidelity.ca/en/insights/articles/what-is-the-average-retirement-income-in-canada/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
4 Canadian Stocks to Own When Markets Get Nervous
Markets get nervous when uncertainty rises faster than confidence. Recession fears, sticky inflation, unexpected geopolitical shocks, or simply higher volatility that makes future earnings harder to forecast — any of these can trigger a rotation out of highly leveraged, cyclical, or story-driven stocks and into businesses with steadier demand, stronger balance sheets, and more predictable cash generation. If you’re an investor looking to steady a portfolio when volatility picks up, here are four TSX stocks worth considering.https://advisor.sunlife.ca/kristian.robillard
5 Really Good Reasons to Take a Walk in the Cold
Not only can you get access to vitamin D in some areas, but cold-weather walks have also been linked to longevity and better mental health.https://advisor.sunlife.ca/kristian.robillard
Have questions?
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.