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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.

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!
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/

Head to the website in my bio to book a Zoom call or in-person meeting today!
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/kristopher.elliott/
Today, we celebrate families. Whether related by blood or by choice, family is about the connections that sustain us.

Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.

Happy Family Day!
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.

Head to the website in my bio today to book a Zoom call or in person meeting.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:

- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible

Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.

Head to the website in my bio today to book a Zoom call or in person meeting.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).

Get in touch to set up an RESP for your child.

Head to the website in my bio today to book a Zoom call or in person meeting.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.

Head to the website in my bio today to book a Zoom call or in person meeting.
Strategic planning can help you make the most of housing transitions.

Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?

Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.

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

#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/kristopher.elliott/
時光荏苒，學費亦節節攀升！🕰️💸
建議盡早開始並持續進行儲蓄。小額的註冊教育儲蓄計劃 (RESP) 供款亦可隨著時間推移而積少成多。

想了解如何優化您的教育儲蓄？歡迎與我們探討制定符合您家庭預算的儲蓄計劃。
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.

Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

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

#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat. Head to the website in my bio to book a Zoom call or in-person consultation today!
I can help you plan for the unexpected. Talk to me to find out how critical illness insurance can help.

Head to the website in my bio to book a Zoom call or in-person consultation today!
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February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty.

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

Have questions?

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

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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.