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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.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
3-minute meditation miracle for your mornings
Start your day with just 3 minutes of meditation and experience reduced stress, increased energy, and improved focus without changing your morning routine.
Taking the bold path
WXN Canada’s Most Powerful Women: Top 100 Hall of Fame inductees have lived their lives and built their respective careers guided by their values and a clear sense of purpose. Their bold, epic journeys serve as shining examples of what it takes to drive positive change.
Building confidence key to wealth for gen Z and millennial women
Building confidence key to wealth for gen Z and millennial women. You deserve to feel empowered about your choices. Let's visit.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
How to talk to your kids about investing
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
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.
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.
Lifestyle changes that prevents and reverse type 2 diabetes
Type 2 diabetes has long been considered a progressive, chronic condition that requires lifelong management. However, mounting evidence suggests that for many people, this form of diabetes can be prevented and even reversed through specific lifestyle modifications.
Exploring the impacts of AI and GenAI across industries
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
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.
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.
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
What could longevity mean for giving?
Check out this new resource I found!
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.
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.
Simply Put: What is a TFSA?
🤔 Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact me for help!
#TFSA #FinancialGoals
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact me for help!
#TFSA #FinancialGoals
🧮💰 Are you saving enough in your RRSP? This RRSP calculator can help you find out. https://sunlife.co/c57g
Connect with me if you need help using it or understanding the results. I can walk you through it.
#RRSP
Connect with me if you need help using it or understanding the results. I can walk you through it.
#RRSP
🧮💰 Are you saving enough in your RRSP? This RRSP calculator can help you find out. https://sunlife.co/c57g
Connect with me if you need help using it or understanding the results. I can walk you through it.
#RRSP
Connect with me if you need help using it or understanding the results. I can walk you through it.
#RRSP
Optimize your RRSP and TFSA with Sun Life One Plan.
Sun Life One Plan helps you build a detailed roadmap that applies tax-efficient strategies to grow your assets.
Book a consultation with me today to create your personalized plan to help reach your financial goals.
#SunLifeOnePlan #FinancialStrategy
Transcript: Take one small step to build one holistic financial roadmap in one place. Sun Life One Plan. Book a consultation today.
Sun Life One Plan helps you build a detailed roadmap that applies tax-efficient strategies to grow your assets.
Book a consultation with me today to create your personalized plan to help reach your financial goals.
#SunLifeOnePlan #FinancialStrategy
Transcript: Take one small step to build one holistic financial roadmap in one place. Sun Life One Plan. Book a consultation today.
Watch video
Simply Put: What is an RRSP?
Unlock the power of RRSPs! 🔐💰
Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.
Need help with your RRSP? Contact me!
#RetirementPlanning #RRSP
Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.
Need help with your RRSP? Contact me!
#RetirementPlanning #RRSP
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Posthaste: The world's really rich are getting richer again — including Canadians
But Canadians’ fortunes grew as well, with high-net-worth individuals gaining 3.8 per cent more wealth and the population of the wealthy increasing 3.6 per cent.
Five financial goals to achieve this year
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
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.
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.
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.