Stay informed

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.

Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/lenz.financial
🏢 Myth buster: Business owners — segregated funds CAN work for you!

Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans

As a business owner, you need sophisticated solutions. Let’s talk!
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.

Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.

#SunLifeOnePlan
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
Read article
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!

Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.

Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
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
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/lenz.financial
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/lenz.financial
💰 Myth buster: Are segregated funds really "too expensive"?

What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection

The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.

Want to understand the full value? Let's talk!
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/lenz.financial
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/lenz.financial
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/lenz.financial
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/lenz.financial

#SunLifeOnePlan #TFSA #RRSP
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/lenz.financial

#CanadianBusiness #TaxPlanning #IncomeTaxes
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/lenz.financial

#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/lenz.financial
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/lenz.financial
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/lenz.financial

#SunLifeOnePlan

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect