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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 know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with us to find out if that’s a good idea for you!

#rrsp #rrspcontribution #rrspdeadline #lkafinancial #lka #lethbridge #yql #southernalberta
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.
#lifeinsurance #insurance #lkafinancial #lka #yql #lethbridge #southernalberta
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/lka.financial

#wealthtransfer #estatestrategies #lkafinancial #lka #lethbridge #yql #southernalberta
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
#financialsecurity #financialwellbeing #wealthgoals #lkafinancial #lka #lethbridge #yql #southernalberta
Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/lka.financial
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/

#rrsp #rrspcalculator #retirementsavings #lkafinancial #lka #lethbridge #yql #southernalberta
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
#hearthealth #criticalillness #criticalillnessinsurance #lkafinancial #lka #lethbridge #yql #southernalberta
Financial advice that fits your needs. Let Sun Life One Plan help.

Financial advice that fits your needs. Let Sun Life One Plan help.

Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ

Take control of your financial future. Reach out today to get started!

#RetirementStrategies #SunLifeOnePlan #financialfuture #financialstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
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New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/lka.financial

#businessgoals #businessstrategies #keypersoninsuraance #successionstrategy #lka #lkafinancial #lethbridge #yql #southernalbert
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.

https://advisor.sunlife.ca/lka.financial
#taxseason #taxstrategies #investmentoptions #lka #lkafinancial #lethbridge #yql #southernalberta
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

https://advisor.sunlife.ca/lka.financial
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!

https://advisor.sunlife.ca/lka.financial
May your holidays be merry and your new year be filled with family, fun and financial health.
Holiday Business Hours:
December 24 - 8:30 to Noon
December 25 to January 4 - office closed
January 5 2026 - back to regular business hours

If immediate assistance is needed, please call 403-320-7055 and leave a message. These messages are checked regularly throughout the time the office is closed.

#happyholidays #seasongreetings #financialhealth #lkafinancial #lka #lkafinancial #lethbridge #yql #southernalberta
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As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.

Book a meeting today to:

➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year

Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/lka.financial
#financialroadmap #financialstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:

• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being

Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts

Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:

📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃‍♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.

Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.

Need help balancing your financial goals with holiday cheer? Let's chat!

#HolidayPrep #HealthyHolidays #SunLifeCanada #lkafinancial #lka #lethbridge #yql #southernalberta
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.
#businessowner #brandrecognition #charitablegiving #taxableincome #taxstrategy #lkafinancial #lka #lethbridge #yql #southernalberta
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As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.

Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️

A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.

Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
#legacy #taxstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

#SnowbirdLife #Retirement #SunLifeCanada #lkafinancial #lka #lethbridge #yql #southernalberta

Have questions?

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

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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.