Frequently Asked Questions
At what age do I need a financial roadmap?
If you're within 10–15 years of retirement, this is when the biggest financial decisions get made, and the consequences matter more. It's not just about growing your money anymore. It's about turning what you've built into reliable income, minimizing taxes, and making sure it supports the lifestyle you actually want.
A proper roadmap connects all the pieces, investments, pensions, business income, and future withdrawals, so you're not guessing or reacting as things change. If you're starting to think seriously about retirement, we'd be happy to walk through your situation and help you create a roadmap that aligns with your goals.
Do I still need insurance at this stage?
For some, the need decreases; for others, the need increases. If you are a business owner, have rental properties, or have accumulated significant assets, insurance can continue to play an important role in protecting what you've built.
We assess your situation and provide recommendations based on your specific needs and goals. If you're unsure whether your current coverage still aligns with your circumstances, a review can help ensure you're appropriately protected without paying for coverage you no longer need.
Does owning a business affect my retirement plan?
Your business may be your largest asset and income source. We look at how it fits into your retirement, whether through sale, transition, or income.
We coordinate that with your personal investments and tax strategy, so all aspects of your financial life are working together. If your business is a key part of your retirement plan, it's worth exploring how today's decisions could impact your future options and retirement income.
Your farm isn’t just a business — it’s part of your family’s legacy.
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/laurie.lewis/
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/laurie.lewis/
Your farm isn’t just a business — it’s part of your family’s legacy.
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/laurie.lewis/
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/laurie.lewis/
From coast to coast, today is about connection, community and celebration. 🍁
Here’s to enjoying the moment and continuing to build a strong financial future. #HappyCanadaDay #CanadaDay
Here’s to enjoying the moment and continuing to build a strong financial future. #HappyCanadaDay #CanadaDay
From coast to coast, today is about connection, community and celebration. 🍁
Here’s to enjoying the moment and continuing to build a strong financial future. #HappyCanadaDay #CanadaDay
Here’s to enjoying the moment and continuing to build a strong financial future. #HappyCanadaDay #CanadaDay
What is the average retirement income in Canada?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.fidelity.ca/en/insights/articles/what-is-the-average-retirement-income-in-canada/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.fidelity.ca/en/insights/articles/what-is-the-average-retirement-income-in-canada/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Time to recharge, relax, and enjoy the sunshine with loved ones. Whether you're planning a getaway, spending time outdoors, or simply unwinding, make the most of this well-deserved break.
Have a wonderful summer!
Have a wonderful summer!
Time to recharge, relax, and enjoy the sunshine with loved ones. Whether you're planning a getaway, spending time outdoors, or simply unwinding, make the most of this well-deserved break.
Have a wonderful summer!
Have a wonderful summer!
Reality check before you retire
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.rbcgam.com/en/ca/learn-plan/retirement-resources/reality-check-before-you-retire/detail
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.rbcgam.com/en/ca/learn-plan/retirement-resources/reality-check-before-you-retire/detail
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Sleep scientists just calculated how much shut-eye you really need as you age—and it’s not 8 hours
One of the most important things for your health is something most people don’t get enough of—sleep. https://advisor.sunlife.ca/laurie.lewis/
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
The RESP – Who really owns it?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
True wealth isn’t just about earning money. It’s about keeping it.
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/laurie.lewis/
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/laurie.lewis/
True wealth isn’t just about earning money. It’s about keeping it.
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/laurie.lewis/
Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.
For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?
Let's chat! https://advisor.sunlife.ca/laurie.lewis/
Life insurance isn't just about protection, it can be a smart way to build wealth.
When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.
For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!
When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.
For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!
Life insurance isn't just about protection, it can be a smart way to build wealth.
When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.
For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!
When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.
For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!
This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.
Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way
If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.
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
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful 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.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful 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.
#SunLifeOnePlan #YourMoney
#SunLifeOnePlan #YourMoney
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity #centralalberta #sylvanlakealberta #lewisfinancialservices
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity #centralalberta #sylvanlakealberta #lewisfinancialservices
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity #centralalberta #sylvanlakealberta #lewisfinancialservices
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity #centralalberta #sylvanlakealberta #lewisfinancialservices
The New 65: Why the Healthiest Retirees Are Planning for 30 More Years
Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.https://advisor.sunlife.ca/laurie.lewis/
10 Years Until Retirement? Here Are 5 Investing Rules to Follow
If you're planning to retire in 10 years, it's critical to get your financial house in order. These five investing rules will help make sure you're on the right track.https://advisor.sunlife.ca/laurie.lewis/
This Mental Health Week, we're reminding you that your mental wellbeing is just as important as your physical health. 🧠💙
Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.
This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it
Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/laurie.lewis/
#MentalHealthWeek
Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.
This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it
Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/laurie.lewis/
#MentalHealthWeek
This Mental Health Week, we're reminding you that your mental wellbeing is just as important as your physical health. 🧠💙
Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.
This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it
Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/laurie.lewis/
#MentalHealthWeek
Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.
This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it
Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/laurie.lewis/
#MentalHealthWeek
If reviewing your protection strategy is on your to-do list this year, this is a good time to do it.
There are currently two limited-time advantages available:
10% savings on permanent life insurance when paired with term coverage
Cash back on Critical Illness Insurance
When thoughtfully structured, these can enhance how your coverage supports your broader financial and legacy plan.
Available through July 31
There are currently two limited-time advantages available:
10% savings on permanent life insurance when paired with term coverage
Cash back on Critical Illness Insurance
When thoughtfully structured, these can enhance how your coverage supports your broader financial and legacy plan.
Available through July 31
If reviewing your protection strategy is on your to-do list this year, this is a good time to do it.
There are currently two limited-time advantages available:
10% savings on permanent life insurance when paired with term coverage
Cash back on Critical Illness Insurance
When thoughtfully structured, these can enhance how your coverage supports your broader financial and legacy plan.
Available through July 31
There are currently two limited-time advantages available:
10% savings on permanent life insurance when paired with term coverage
Cash back on Critical Illness Insurance
When thoughtfully structured, these can enhance how your coverage supports your broader financial and legacy plan.
Available through July 31
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.