Keeping you in the know
From industry insights and investment reviews to market trends and community updates, when you visit this page, you’re guaranteed to stay informed.
We’ll bring you news and updates from the world of financial investing and insurance. We’ll break things down and include insights and information on how these changes might impact you, your family and your financial plans.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give us a call to connect with your advisor or let us connect you with one.
#latitudefinancial#protectyourfinances#soonerthanlater
#latitudefinancial#protectyourfinances#soonerthanlater
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give us a call to connect with your advisor or let us connect you with one.
#latitudefinancial#protectyourfinances#soonerthanlater
#latitudefinancial#protectyourfinances#soonerthanlater
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to us to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to us to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
You might live to 100. Do you have enough wealth to get there?
You might live to 100. Do you have enough wealth to get there? It's a good idea to check in with us, review your plan or make a plan.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
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.