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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.
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
Head over to the website in my bio to learn more and book a meeting with me today!
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
Head over to the website in my bio to learn more and book a meeting with me today!
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
Head over to the website in my bio to learn more and book a meeting with me today!
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
Head over to the website in my bio to learn more and book a meeting with me today!
#SunLifeOnePlan #Insurance #YourWealth
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/kristopher.elliott/
https://advisor.sunlife.ca/kristopher.elliott/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/kristopher.elliott/
https://advisor.sunlife.ca/kristopher.elliott/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/kristopher.elliott/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/kristopher.elliott/
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence! Just head to my bio and connect with me, I look forward to helping you gain comfort in your future goals!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence! Just head to my bio and connect with me, I look forward to helping you gain comfort in your future goals!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence! Just head to my bio and connect with me, I look forward to helping you gain comfort in your future goals!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence! Just head to my bio and connect with me, I look forward to helping you gain comfort in your future goals!
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture and speaks all the "financial language" in a way you can understand.
Head to the link in my bio to discuss further together!
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture and speaks all the "financial language" in a way you can understand.
Head to the link in my bio to discuss further together!
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture and speaks all the "financial language" in a way you can understand.
Head to the link in my bio to discuss further together!
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture and speaks all the "financial language" in a way you can understand.
Head to the link in my bio to discuss further together!
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/kristopher.elliott/
https://advisor.sunlife.ca/kristopher.elliott/
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/kristopher.elliott/
https://advisor.sunlife.ca/kristopher.elliott/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/kristopher.elliott/
https://advisor.sunlife.ca/kristopher.elliott/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/kristopher.elliott/
https://advisor.sunlife.ca/kristopher.elliott/
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect, just head to the website in my bio.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect, just head to the website in my bio.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect, just head to the website in my bio.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect, just head to the website in my bio.
#EstatePlanning #FinancialManagement #FinancialRoadmap
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income. I know how challenging it is to be a business owner, fortunately we can discuss your options to give you peace of mind moving forward.
Get in touch today to discuss how you can protect your business and plan for success. Book with me by heading to my website in my bio!
Get in touch today to discuss how you can protect your business and plan for success. Book with me by heading to my website in my bio!
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income. I know how challenging it is to be a business owner, fortunately we can discuss your options to give you peace of mind moving forward.
Get in touch today to discuss how you can protect your business and plan for success. Book with me by heading to my website in my bio!
Get in touch today to discuss how you can protect your business and plan for success. Book with me by heading to my website in my bio!
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today using the link below!
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today using the link below!
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your tomorrow starts today! Here’s to a prosperous year ahead. Book a no pressure conversation to see how we can work together using the link below!
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your tomorrow starts today! Here’s to a prosperous year ahead. Book a no pressure conversation to see how we can work together using the link below!
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
So long 2025! Thank you for your continued trust and partnership. I look forward to working together and building new relationships in the coming year!
Happy New Year to you and yours!
Happy New Year to you and yours!
So long 2025! Thank you for your continued trust and partnership. I look forward to working together and building new relationships in the coming year!
Happy New Year to you and yours!
Happy New Year to you and yours!
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams or book with me using the link below.
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams or book with me using the link below.
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams or book with me using the link below.
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams or book with me using the link below.
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
https://action.sunlife.ca/AppointmentRendezvous/s/?AID=bVEAEbQ9ttnvtX9E8bFxGwig266I4CgyPs4vXy5IP9I%3D&language=en_CA
May your holiday season overflow with laughter, kindness and memorable moments. Wishing everyone a peace-filled holiday!
May your holiday season overflow with laughter, kindness and memorable moments. Wishing everyone a peace-filled holiday!
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/
~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/
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/
~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.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
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.
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
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
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
#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
• 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
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
• 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
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.