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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.
A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/lenz.financial/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/lenz.financial/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
RRSP vs TFSA: The Ultimate Guide | Wealthsimple
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
https://www.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa
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.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa
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.
A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support helps teams stay engaged and productive. Let’s chat about how we can work together to support your staff and business goals.
A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support helps teams stay engaged and productive. Let’s chat about how we can work together to support your staff and business goals.
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.
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.
https://advisor.sunlife.ca/lenz.financial
https://advisor.sunlife.ca/lenz.financial
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.
https://advisor.sunlife.ca/lenz.financial
https://advisor.sunlife.ca/lenz.financial
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/lenz.financial/
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/lenz.financial/
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/lenz.financial
https://advisor.sunlife.ca/lenz.financial
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/lenz.financial
https://advisor.sunlife.ca/lenz.financial
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
📈 Myth: Market ups and downs can derail even the best retirement plans.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
📈 Myth: Market ups and downs can derail even the best retirement plans.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/lenz.financial
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/lenz.financial
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
You're building your future – let's help make sure it's protected.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
You're building your future – let's help make sure it's protected.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
🔒 Myth: Money in a segregated fund is locked in.
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
🔒 Myth: Money in a segregated fund is locked in.
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
Dreaming of owning your first home? You might not know all the tools available to help you get there.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
Dreaming of owning your first home? You might not know all the tools available to help you get there.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
🔄 Myth buster: Segregated funds ≠ mutual funds.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
🔄 Myth buster: Segregated funds ≠ mutual funds.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
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/lenz.financial/
Have questions?
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