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.

When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.

Head to the website in my bio to book with me today!
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife

Head to the website in my bio to book with me today!
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.

Head to the website in my bio to book a Zoom call or in-person meeting today!
Watch video
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Head to the website in my bio to book a Zoom call or in-person meeting today!
Watch video
Planning through change: Building financial resilience for women's nonlinear lives

Monday, March 9, 12 p.m. ET

In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow

Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget for you and your business.

Head to the website in my bio to book a Zoom call or in-person meeting today!
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/kristopher.elliott/
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/kristopher.elliott/
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.

Head to the website in my bio to book a Zoom call or in-person meeting today!
If there’s one thing that’s guaranteed, it’s that life is unpredictable. Let’s talk about how I can help you get prepared for whatever life brings.

Head to the website in my bio to book a Zoom call or in-person meeting today!
Watch video
Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Let’s chat and explore your options.

Head to the website in my bio to book a Zoom call or in-person meeting today!
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.

Head to the website in my bio to book a Zoom call or in-person meeting today!
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/kristopher.elliott/
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.

Head to the website in my bio to book a Zoom call or in-person meeting today!
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/kristopher.elliott/
Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.

Head to the website in my bio to book a Zoom call or in-person meeting today!

#SunLifeOnePlan #YourFinances #FinancialGoals
Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

Head to the website in my bio to book a Zoom call or in-person meeting today!
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful men and women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

Head to the website in my bio to book a Zoom call or in-person meeting today!
Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.

Head to the website in my bio to book a Zoom call or in-person meeting today!
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential. I can walk you through the process and make sure you understand what is available to you.

Head to the website in my bio to book a Zoom call or in-person meeting today!

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
Sunlife
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.