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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.
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/liborio.mendola/
https://advisor.sunlife.ca/liborio.mendola/
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/liborio.mendola/
https://advisor.sunlife.ca/liborio.mendola/
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.
Happy Global Day of Parents! 👨👩👧👦
Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.
You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.
Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.
You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.
Happy Global Day of Parents! 👨👩👧👦
Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.
You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.
Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.
You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.
This June, we celebrate Pride Month and honour the LGBTQ2S+ community. 🌈
Pride reminds us that everyone deserves to live authentically and have equal access to opportunities and protection.
At Sun Life, we're committed to supporting diverse families with inclusive financial solutions designed for your unique needs. Learn more about inclusion at Sun Life here: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
#PrideMonth #HappyPride
Pride reminds us that everyone deserves to live authentically and have equal access to opportunities and protection.
At Sun Life, we're committed to supporting diverse families with inclusive financial solutions designed for your unique needs. Learn more about inclusion at Sun Life here: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
#PrideMonth #HappyPride
This June, we celebrate Pride Month and honour the LGBTQ2S+ community. 🌈
Pride reminds us that everyone deserves to live authentically and have equal access to opportunities and protection.
At Sun Life, we're committed to supporting diverse families with inclusive financial solutions designed for your unique needs. Learn more about inclusion at Sun Life here: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
#PrideMonth #HappyPride
Pride reminds us that everyone deserves to live authentically and have equal access to opportunities and protection.
At Sun Life, we're committed to supporting diverse families with inclusive financial solutions designed for your unique needs. Learn more about inclusion at Sun Life here: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
#PrideMonth #HappyPride
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.
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!
The Daily Chase: Inflation hits highest level in two years
Higher energy prices drove up Canada’s inflation rate to 2.8 per cent in April, reaching its highest level in nearly two years. https://advisor.sunlife.ca/liborio.mendola/
🔒 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!
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.
Heart disease: Perimenopause may be best time to act on risk
Perimenopause may present a unique 'window of opportunity' to lower cardiovascular risk, the authors of a new study suggest.https://advisor.sunlife.ca/liborio.mendola/
Emotional Wellness in the Age of TikTok
How to separate out meaningful guidance from misinformation.https://advisor.sunlife.ca/liborio.mendola/
How To Make This Popular Retirement Strategy Work
“Hope is not a strategy.” I’m reminded of this saying when reading the 2026 Retirement Confidence Survey, recently released by the Employee Benefit Research Institute (EBRI).
https://advisor.sunlife.ca/liborio.mendola/
https://advisor.sunlife.ca/liborio.mendola/
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.
Canadian institutional investors post 0.52% investment return in Q1 2026: report | Benefits Canada.com
Canadian institutional investors saw a median return of 0.52 per cent in the first quarter of 2026, according to a new report. https://advisor.sunlife.ca/liborio.mendola/
🔄 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.
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
📋 Myth buster: Understanding segregated fund roles matters!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
📋 Myth buster: Understanding segregated fund roles matters!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!
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.