Stay informed
Stay informed with whatโs 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.
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 ๐
-Explore tax-efficient wealth transfer options ๐ฐ
-Discuss your values and wishes with loved ones ๐
-Consider charitable giving strategies ๐
-Evaluate the benefits of trusts for asset protection ๐ก๏ธ
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
Consider a few legacy-building strategies:
-Review and update your estate plan ๐
-Explore tax-efficient wealth transfer options ๐ฐ
-Discuss your values and wishes with loved ones ๐
-Consider charitable giving strategies ๐
-Evaluate the benefits of trusts for asset protection ๐ก๏ธ
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
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 ๐
-Explore tax-efficient wealth transfer options ๐ฐ
-Discuss your values and wishes with loved ones ๐
-Consider charitable giving strategies ๐
-Evaluate the benefits of trusts for asset protection ๐ก๏ธ
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
Consider a few legacy-building strategies:
-Review and update your estate plan ๐
-Explore tax-efficient wealth transfer options ๐ฐ
-Discuss your values and wishes with loved ones ๐
-Consider charitable giving strategies ๐
-Evaluate the benefits of trusts for asset protection ๐ก๏ธ
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.
โ Gather all income documents (T4s, T5s, etc.)
โ Collect receipts for deductible expenses
โ Review last year's tax return
โ Check for unused credits or deductions
โ Consider RRSP contributions before the deadline โ 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.
โ Gather all income documents (T4s, T5s, etc.)
โ Collect receipts for deductible expenses
โ Review last year's tax return
โ Check for unused credits or deductions
โ Consider RRSP contributions before the deadline โ 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.
Tax season is right around the corner.
โ Gather all income documents (T4s, T5s, etc.)
โ Collect receipts for deductible expenses
โ Review last year's tax return
โ Check for unused credits or deductions
โ Consider RRSP contributions before the deadline โ 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.
โ Gather all income documents (T4s, T5s, etc.)
โ Collect receipts for deductible expenses
โ Review last year's tax return
โ Check for unused credits or deductions
โ Consider RRSP contributions before the deadline โ 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...
๐ฐ Fund check: Is your budget winter-ready?
๐ Home security: Try home monitoring for peace of mind
๐ฅ Healthcare: Know your coverage limits abroad
โ๏ธ 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
๐ฐ Fund check: Is your budget winter-ready?
๐ Home security: Try home monitoring for peace of mind
๐ฅ Healthcare: Know your coverage limits abroad
โ๏ธ 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
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...
๐ฐ Fund check: Is your budget winter-ready?
๐ Home security: Try home monitoring for peace of mind
๐ฅ Healthcare: Know your coverage limits abroad
โ๏ธ 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
๐ฐ Fund check: Is your budget winter-ready?
๐ Home security: Try home monitoring for peace of mind
๐ฅ Healthcare: Know your coverage limits abroad
โ๏ธ 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
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains ๐
-Max out your TFSA contributions ๐ฐ
-Review your charitable giving strategy ๐
-Explore income splitting opportunities ๐ฅ
-Consider prescribed rate loans for family members ๐ธ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada #taxstrategy #incomesplitting #financialgoal #lka #lkafinancial #lethbridge #yql #southernalberta
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains ๐
-Max out your TFSA contributions ๐ฐ
-Review your charitable giving strategy ๐
-Explore income splitting opportunities ๐ฅ
-Consider prescribed rate loans for family members ๐ธ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada #taxstrategy #incomesplitting #financialgoal #lka #lkafinancial #lethbridge #yql #southernalberta
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains ๐
-Max out your TFSA contributions ๐ฐ
-Review your charitable giving strategy ๐
-Explore income splitting opportunities ๐ฅ
-Consider prescribed rate loans for family members ๐ธ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada #taxstrategy #incomesplitting #financialgoal #lka #lkafinancial #lethbridge #yql #southernalberta
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains ๐
-Max out your TFSA contributions ๐ฐ
-Review your charitable giving strategy ๐
-Explore income splitting opportunities ๐ฅ
-Consider prescribed rate loans for family members ๐ธ
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada #taxstrategy #incomesplitting #financialgoal #lka #lkafinancial #lethbridge #yql #southernalberta
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Hereโs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#financialstrategy #moneymangaement #LKA #lkafinancial #lethbridge #yql #southernalberta
Hereโs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#financialstrategy #moneymangaement #LKA #lkafinancial #lethbridge #yql #southernalberta
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Hereโs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#financialstrategy #moneymangaement #LKA #lkafinancial #lethbridge #yql #southernalberta
Hereโs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#financialstrategy #moneymangaement #LKA #lkafinancial #lethbridge #yql #southernalberta
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Boo! ๐ป
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats #financialstrategy #trickortreat #financialfuture #lka #lkafinancial #lethbridge #yql #southernalberta
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats #financialstrategy #trickortreat #financialfuture #lka #lkafinancial #lethbridge #yql #southernalberta
Boo! ๐ป
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats #financialstrategy #trickortreat #financialfuture #lka #lkafinancial #lethbridge #yql #southernalberta
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats #financialstrategy #trickortreat #financialfuture #lka #lkafinancial #lethbridge #yql #southernalberta
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.
https://www.sunlife.ca/en/investments/market/2025-q3-update/
#marketupdate #Q3 #lkafinancial #lka #lethbridge #yql #southernalberta
https://www.sunlife.ca/en/investments/market/2025-q3-update/
#marketupdate #Q3 #lkafinancial #lka #lethbridge #yql #southernalberta
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.
https://www.sunlife.ca/en/investments/market/2025-q3-update/
#marketupdate #Q3 #lkafinancial #lka #lethbridge #yql #southernalberta
https://www.sunlife.ca/en/investments/market/2025-q3-update/
#marketupdate #Q3 #lkafinancial #lka #lethbridge #yql #southernalberta
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
โ Create a quick retirement plan
โ Set achievable retirement goals
โ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
โ Create a quick retirement plan
โ Set achievable retirement goals
โ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
โ Create a quick retirement plan
โ Set achievable retirement goals
โ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
โ Create a quick retirement plan
โ Set achievable retirement goals
โ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Recession? Market correction? Bear market? What to expect.
Check out this new resource.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
#marketcorrection #recession #bearmarket #lkafinancial #lka #lethbridge #yql #southernalberta
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
#marketcorrection #recession #bearmarket #lkafinancial #lka #lethbridge #yql #southernalberta
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 #financialroadmap #taxstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity #financialroadmap #taxstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
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 #financialroadmap #taxstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity #financialroadmap #taxstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
๐ธ Align your personal and business goals
๐ธ Track your progress in real time
๐ธ Plan for growth, succession, and retirement
๐ธ Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacyโSun Life One Plan helps you stay on course. Letโs build a plan that works as hard as you do. Contact us today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner #financialroadmap #taxstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
๐ธ Align your personal and business goals
๐ธ Track your progress in real time
๐ธ Plan for growth, succession, and retirement
๐ธ Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacyโSun Life One Plan helps you stay on course. Letโs build a plan that works as hard as you do. Contact us today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner #financialroadmap #taxstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
๐ธ Align your personal and business goals
๐ธ Track your progress in real time
๐ธ Plan for growth, succession, and retirement
๐ธ Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacyโSun Life One Plan helps you stay on course. Letโs build a plan that works as hard as you do. Contact us today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner #financialroadmap #taxstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
๐ธ Align your personal and business goals
๐ธ Track your progress in real time
๐ธ Plan for growth, succession, and retirement
๐ธ Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacyโSun Life One Plan helps you stay on course. Letโs build a plan that works as hard as you do. Contact us today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner #financialroadmap #taxstrategies #lka #lkafinancial #lethbridge #yql #southernalberta
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.
Happy Thanksgiving!
#thanksgiving #lkafinancial #lka #lethbridge #yql #Southernalberta
Happy Thanksgiving!
#thanksgiving #lkafinancial #lka #lethbridge #yql #Southernalberta
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.
Happy Thanksgiving!
#thanksgiving #lkafinancial #lka #lethbridge #yql #Southernalberta
Happy Thanksgiving!
#thanksgiving #lkafinancial #lka #lethbridge #yql #Southernalberta
Insurance isnโt just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth #financialstrategy #financialroadmap #financialgoals #lka #lkafinancial #lethbridge #yql #southernalberta
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth #financialstrategy #financialroadmap #financialgoals #lka #lkafinancial #lethbridge #yql #southernalberta
Insurance isnโt just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth #financialstrategy #financialroadmap #financialgoals #lka #lkafinancial #lethbridge #yql #southernalberta
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth #financialstrategy #financialroadmap #financialgoals #lka #lkafinancial #lethbridge #yql #southernalberta
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
โข minimize taxes
โข maximize your retirement income
โข ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan #taxstrategy #financialroadmap #lka #lkafinancial #lethbridge #yql #southernalberta
โข minimize taxes
โข maximize your retirement income
โข ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan #taxstrategy #financialroadmap #lka #lkafinancial #lethbridge #yql #southernalberta
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
โข minimize taxes
โข maximize your retirement income
โข ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan #taxstrategy #financialroadmap #lka #lkafinancial #lethbridge #yql #southernalberta
โข minimize taxes
โข maximize your retirement income
โข ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan #taxstrategy #financialroadmap #lka #lkafinancial #lethbridge #yql #southernalberta
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldnโt 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.
#financialroadmap #financialstrategy #wealthstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
#financialroadmap #financialstrategy #wealthstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldnโt 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.
#financialroadmap #financialstrategy #wealthstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
#financialroadmap #financialstrategy #wealthstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan #taxstrategies #wealthstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
#WealthManagement #FinancialRoadmap #SunLifeOnePlan #taxstrategies #wealthstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan #taxstrategies #wealthstrategy #lka #lkafinancial #lethbridge #yql #southernalberta
#WealthManagement #FinancialRoadmap #SunLifeOnePlan #taxstrategies #wealthstrategy #lka #lkafinancial #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.
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.