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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.
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/lilibeth.janer
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
For the people cheering you on every day, protect their future with the ultimate defence: life insurance.
This is a good time to check in and review your life insurance coverage.
🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
This is a good time to check in and review your life insurance coverage.
🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/lilibeth.janer
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/lilibeth.janer
Message me for details. https://advisor.sunlife.ca/lilibeth.janer
Screen time trapping kids in ‘vicious cycle’ of bad behaviour: study - National | Globalnews.ca
While there's a lot of chatter around kids and social media use, the study found that time spent on gaming consoles was particularly damaging.
Unhealthy eating in early life may shape brain health in later life
A new study finds a link between early eating and lifelong brain health, suggesting that consuming unhealthy foods during childhood can affect the brain.https://advisor.sunlife.ca/lilibeth.janer
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/lilibeth.janer
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
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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/lilibeth.janer
#SunLifeOnePlan
#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/lilibeth.janer
https://advisor.sunlife.ca/lilibeth.janer
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/
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.
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
#RetirementStrategy #Retirement #SunLife
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
The clocks spring forward this Sunday. Daylight savings time returns, whether you’re a fan or not. 😉🌞🕰️
Get in touch to schedule your spring financial review. https://advisor.sunlife.ca/lilibeth.janer
Get in touch to schedule your spring financial review. https://advisor.sunlife.ca/lilibeth.janer
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/lilibeth.janer
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/lilibeth.janer
Did you know that payout annuities can help provide financial predictability in retirement?
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/lilibeth.janer
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/lilibeth.janer
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.