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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.
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/larina.bouwman
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/larina.bouwman
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/larina.bouwman
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/larina.bouwman
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/larina.bouwman
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/larina.bouwman
From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.
Message me to get started! https://advisor.sunlife.ca/larina.bouwman
Message me to get started! https://advisor.sunlife.ca/larina.bouwman
From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.
Message me to get started! https://advisor.sunlife.ca/larina.bouwman
Message me to get started! https://advisor.sunlife.ca/larina.bouwman
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/larina.bouwman
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/larina.bouwman
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.
Message me for details. https://advisor.sunlife.ca/larina.bouwman
Message me for details. https://advisor.sunlife.ca/larina.bouwman
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.
Message me for details. https://advisor.sunlife.ca/larina.bouwman
Message me for details. https://advisor.sunlife.ca/larina.bouwman
Let's talk life insurance on kids. Sounds uncomfortable at first but lets talk about what it actually does. It lets you lock in pricing for them at a young age. Before they develop any illnesses that could deem them uninsurable or become unaffordable in the future. Lets talk about how to structure this for your family.
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Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/larina.bouwman
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/larina.bouwman
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
If you got sick tomorrow would you be financially ready to time off and focus on recovery? Let's talk. I have time to help you figure this out and see if you have enough coverage to take care of yourself. Message me.
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As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/larina.bouwman
#CanadianBusiness #TaxPlanning #IncomeTaxes
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/larina.bouwman
#CanadianBusiness #TaxPlanning #IncomeTaxes
As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/larina.bouwman
#CanadianBusiness #TaxPlanning #IncomeTaxes
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/larina.bouwman
#CanadianBusiness #TaxPlanning #IncomeTaxes
I've always had life and critical illness insurance on my son. I did this after a friend's child passed away suddenly and I realized that there is no way I would be able to work the next day if I was in that horrible situation. I knew I needed to create enough wealth to step away and take time to heal. I created this through dividend paying life insurance and critical illness with return of premium. I've always treated both of these policies as a part of my investment portfolio and I can set this up for you too. Message me to get a meeting set up so we can review what this would look like for your family.
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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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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.