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.
Discipline matters when markets are uncertain
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.invesco.com/ca/en/insights/discipline-matters-when-markets-uncertain.html
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.invesco.com/ca/en/insights/discipline-matters-when-markets-uncertain.html
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
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/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
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/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
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Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions can help support your family’s ability to keep your home secure, no matter what life brings. Let's review your coverage for peace of mind. Reach out to discuss your options today. https://advisor.sunlife.ca/laurie.lewis/
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Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Transferring wealth isn’t just about assets — it involves values, intentions and clarity.
A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.
Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/laurie.lewis/
#SunLifeOnePlan #SunLife
A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.
Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/laurie.lewis/
#SunLifeOnePlan #SunLife
Transferring wealth isn’t just about assets — it involves values, intentions and clarity.
A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.
Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/laurie.lewis/
#SunLifeOnePlan #SunLife
A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.
Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/laurie.lewis/
#SunLifeOnePlan #SunLife
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.
#SunLifeOnePlan #YourFinances #FinancialGoals
#SunLifeOnePlan #YourFinances #FinancialGoals
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.
#SunLifeOnePlan #YourFinances #FinancialGoals
#SunLifeOnePlan #YourFinances #FinancialGoals
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.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
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.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
How exercise aids healthy aging: Evidence from 3 recent studies
The latest research suggests that exercise can help maintain muscle health as we age, and boost longevity. Here is the evidence.https://advisor.sunlife.ca/laurie.lewis/
Protect your farm. Plan your legacy.
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/
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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/
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.