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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.

When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Book a 15 minute call to start the conversation.
https://advisor.sunlife.ca/marc-andre.therrien/connect/
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Book a 15 minute call to start the conversation.
https://advisor.sunlife.ca/marc-andre.therrien/connect/
Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. I can help you plan for whatever life brings. Email or call to set up your next appointment today.
marc-andre.therrien@sunlife.com or call 705-622-4777
#LifeInsuranceAwarenessMonth
marc-andre.therrien@sunlife.com or call 705-622-4777
#LifeInsuranceAwarenessMonth
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Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.

As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.

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.