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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.
Your partner may have full coverage at work that replaces their income if they were to become critically ill, but that coverage will only replace their income, not yours. I don't know about you, but if my husband was critically ill, I would need to take time from work to be at his side. This is why we need to ensure there is extra coverage for this reason. If you need someone to review your coverage including what you have at work and help calculate if that would be enough, I am available to help you. Just message me and we will get a meeting set up.
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A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/larina.bouwman
#SunLifeOnePlan
#SunLifeOnePlan
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/larina.bouwman
#SunLifeOnePlan
#SunLifeOnePlan
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.
https://advisor.sunlife.ca/larina.bouwman
https://advisor.sunlife.ca/larina.bouwman
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.
https://advisor.sunlife.ca/larina.bouwman
https://advisor.sunlife.ca/larina.bouwman
We all want to do the right things for our kids and don't want to make the wrong financial move. I get asked quite often which is best - RESPs, Life Insurance or Critical Illness for children. My advice never changes. Always make sure you're protected first. Get the insurance in place, and then start saving. You will not be able to save if you can't work while your child is recovering from a critical illness. Message me to book a time to review your situation and see what is needed. We'll review your budget and see where it is best to direct money to take care of these very important things. Looking forward to hearing from you.
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We help you align strategies to your goals and your comfort level with market volatility.
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/larina.bouwman
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/larina.bouwman
We help you align strategies to your goals and your comfort level with market volatility.
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/larina.bouwman
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/larina.bouwman
You owe it to yourself to protect yourself. It's so easy to put off life insurance. If you are reading this and you don't have coverage, PLEASE message me now. Let's figure out what you need, and what that will cost. I'm available for you.
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Did you know that you can insurance coverage that builds cash value inside the policy? These policies can pay dividends, increase coverage, and grow over time. Using insurance creates discipline in forced savings, all while protecting the people you love. Let's talk about converting your coverage today.
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Critical illness pays you a lump sum if you are diagnosed with a critical illness like cancer, heart attack, stroke, and many other illnesses. You can use the money for anything. For peace of mind while you recover. Even if you have benefits at work, most only replace a portion of your income. Let's check to see if this makes sense for you.
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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
#RetirementStrategy #Retirement #SunLife
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
#RetirementStrategy #Retirement #SunLife
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/larina.bouwman
#SunLifeOnePlan
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/larina.bouwman
#SunLifeOnePlan
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/larina.bouwman
#SunLifeOnePlan
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/larina.bouwman
#SunLifeOnePlan
You deserve a financial strategy that works for you. Working with me is simple and straight forward. You bring your questions, your goals, even the things you've been avoiding, and I help you organize it. No pressure. Nothing complicated. If you're ready for life to feel easier, let's connect.
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Have you heard about investing inside an insurance policy? With guaranteed death benefits, this could be what you need for your portfolio. Let's build something together that outlives you.
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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.
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.
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/larina.bouwman
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/larina.bouwman
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/larina.bouwman
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/larina.bouwman
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/larina.bouwman
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/larina.bouwman
The most common reason people don't reach out to inquire about life insurance is that they assume they are fine, that their work coverage is adequate, that coverage is costly, maybe that nothing has changed. But honestly, life changes without us even realizing. Incomes increase, debts increase, children get older, businesses expand, and coverage doesn't grow with you. If it's time for that security check in, know I am here for you. Let's review what you have, and what you need together!
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You might be surprised by this, but in Canada, millions of adults have no life insurance. And many who do have coverage are significantly under insured. When someone dies without adequate coverage, grieving families are forced to make financial decisions at the worst possible time emotionally and under pressure. Together, you and I can help alleviate financial trauma and leave your family with some breathing room. If you're not sure whether you're properly covered or you've been meaning to review it, let's have a conversation. I am here and available for you.
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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.
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.
My abundant money mindset was not always there. It's something I've worked on over the years and consistently changed to get where I am today. I find that it's the little things that make a difference. Like keeping my gas tank above 1/2, always having cash in my wallet, and keeping my pantry full and organized. My biggest change has been to stop saying "I can't afford that" and instead say "I'm choosing to spend my money on other things at this time". I'm always grateful. If you are struggling with money mindset, it wasn't too long ago that I was too and I want you to know that I am here for you. Message me and book a quick call or coffee. I'd love to connect with you.
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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/larina.bouwman
https://advisor.sunlife.ca/larina.bouwman
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/larina.bouwman
https://advisor.sunlife.ca/larina.bouwman
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