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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.

Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments

Let's make sure your investments are set for 2026. Get in touch today.

https://advisor.sunlife.ca/kristopher.elliott/

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

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

Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan

In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.

#WealthPreservation #InnovativeFinance

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

How I’d Structure a $21,000 TFSA for Constant Monthly Income

Many Canadians might feel like the last three years slipped through their fingers. Between high inflation, soaring interest rates, and market volatility, it’s been easy to fall behind on building wealth. That’s exactly why catching up now inside a Tax-Free Savings Account (TFSA) matters so much. https://advisor.sunlife.ca/kristopher.elliott/

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Those who care for family members with Alzheimer's experience poorer health and increased cellular aging

Brittany Butts understands that for many families, Alzheimer's comes as a double burden. As a teenager, she watched not only her grandmother's mental decline from the disease but also her aunt's struggles as the primary caregiver.

https://advisor.sunlife.ca/kristopher.elliott/

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Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!

Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/

Where Are the Structural Opportunities in Canadian Stocks as the Central Bank Holds Steady?

The Bank of Canada’s latest decision to hold its key interest rate at 2.25%, despite stronger-than-expected job and GDP data, signals a cautious stance amid persistent inflation and looming trade uncertainties. This pause, however, does not shut the door on equity markets. Instead, it illuminates potential structural opportunities within a complex economic landscape.https://advisor.sunlife.ca/kristopher.elliott/

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Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/kristopher.elliott/

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Ready for life's next big adventure? 🎓🏠🏖️

From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.

Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).

Let's chat and get you covered!

*Terms and conditions apply (because, you know, fine print and all)

Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:

• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being

Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts

Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!

There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊

Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

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As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.

Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️

A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.

Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.

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

Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.

Have questions?

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

Let's connect

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.