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Stay informed with whatβs 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.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
How much does it really cost to buy your first home in Canada?
Check out this new resource I found!
https://www.fidelity.ca/en/insights/articles/cost-to-buy-your-first-home-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, 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.
https://www.fidelity.ca/en/insights/articles/cost-to-buy-your-first-home-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, 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.
How to make dividends and compound growth work for you
Boost your knowledge with this helpful article.
https://www.fidelity.ca/en/insights/articles/make-dividends-and-compound-growth-work-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.
https://www.fidelity.ca/en/insights/articles/make-dividends-and-compound-growth-work-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.
With Cyber Monday happening on December 1, letβs talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
With Cyber Monday happening on December 1, letβs talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Investing 101 for Beginners | How to Start | Wealthsimple
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.wealthsimple.com/en-ca/learn/investing-basics#things_to_consider_before_investing
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.
https://www.wealthsimple.com/en-ca/learn/investing-basics#things_to_consider_before_investing
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.
π November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
π November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains π
-Max out your TFSA contributions π°
-Review your charitable giving strategy π
-Explore income splitting opportunities π₯
-Consider prescribed rate loans for family members πΈ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains π
-Max out your TFSA contributions π°
-Review your charitable giving strategy π
-Explore income splitting opportunities π₯
-Consider prescribed rate loans for family members πΈ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains π
-Max out your TFSA contributions π°
-Review your charitable giving strategy π
-Explore income splitting opportunities π₯
-Consider prescribed rate loans for family members πΈ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains π
-Max out your TFSA contributions π°
-Review your charitable giving strategy π
-Explore income splitting opportunities π₯
-Consider prescribed rate loans for family members πΈ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Financial literacy isn't just about understanding money β it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money β it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
β’ Building a strong financial foundation
β’ Understanding investment basics
β’ Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Itβs Movember!
November isn't just about growing mustaches β it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor β book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
November isn't just about growing mustaches β it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor β book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
Itβs Movember!
November isn't just about growing mustaches β it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor β book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
November isn't just about growing mustaches β it's about growing awareness around men's health.
Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor β book your upcoming appointment now.
November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
#Movember #MensHealth #SunLife
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Boo! π»
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Boo! π»
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Hereβs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Hereβs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Hereβs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Hereβs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.
https://www.sunlife.ca/en/investments/market/2025-q3-update/
https://www.sunlife.ca/en/investments/market/2025-q3-update/
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.
https://www.sunlife.ca/en/investments/market/2025-q3-update/
https://www.sunlife.ca/en/investments/market/2025-q3-update/
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.
FREE WEBINAR π¨
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
ππ° Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
ππ° Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
β Create a quick retirement plan
β Set achievable retirement goals
β Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
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 the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.