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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.
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/maria.pereira
Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/maria.pereira
How to save money in times of uncertainty
Economic uncertainty can feel overwhelming — but there are steps you can consider. Learn how to keep saving and moving forward. https://www.sunlife.ca/en/investments/how-to-save-money-in-times-of-uncertainty/
Reach out to chat about what moves are right for you.
Reach out to chat about what moves are right for you.
Wondering what's been moving the markets lately?
Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙
Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
#Investing #MarketUpdate #EconomicOutlook
Our Quarterly Market Update breaks down key trends affecting Canadian and global markets — including inflation, interest rates, economic growth and investor sentiment. 📊🪙
Take a look: https://www.sunlife.ca/en/investments/quarterly-market-update/
#Investing #MarketUpdate #EconomicOutlook
Market fluctuations can test your confidence. Discover 5️⃣ simple ways to stay on track, even when there's ups and downs. 📈⬇️📉
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/5-ways-to-manage-market-ups-and-downs/
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/5-ways-to-manage-market-ups-and-downs/
Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://www.sunlife.ca/en/investments/world-markets-worrying-you-four-questions-to-ask-your-financial-advisor/
Then get in touch to talk! https://advisor.sunlife.ca/maria.pereira
Then get in touch to talk! https://advisor.sunlife.ca/maria.pereira
Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://advisor.sunlife.ca/maria.pereira
Living with diabetes isn’t just physical — the emotional side matters too. If you’re feeling overwhelmed or burned out, support and practical strategies can help.
Learn how to recognize and navigate diabetes distress: https://www.sunlife.ca/en/content/how-to-navigate-diabetes-distress/
Learn how to recognize and navigate diabetes distress: https://www.sunlife.ca/en/content/how-to-navigate-diabetes-distress/
Life can be complicated, but your protection doesn't have to be. Our special offers help you build coverage for multiple scenarios: term insurance for high-obligation years, permanent insurance for your legacy, and critical illness insurance for unexpected health events. Plus, you'll save money doing it.
Let's create your complete protection package!
Let's create your complete protection package!
How processed foods change your brain and drive obesity
Research shows processed foods rewire your brain in just 5 days, creating powerful cravings and making weight loss harder. Learn how to reverse these changes
Tips on raising a financially savvy child
There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
Canadians worried about inflation, income and potential recession: survey
A new survey says Canadians are feeling less optimistic about their finances, with respondents worried about inflation, income levels and a potential recession at the midpoint of the year.
Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/maria.pereira
Let’s review your strategy to find ways to strengthen your margins.https://advisor.sunlife.ca/maria.pereira
Inflation rate rose slightly to 1.9% in June as vehicle and clothing prices climb | RCI
This comes after Statistics Canada said the pace of inflation held steady in May at 1.7 per cent.
Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/maria.pereira
What is portfolio diversification and why does it matter?
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. 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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get started!
If there’s one thing that’s guaranteed, it’s that life is unpredictable. Let’s talk about how Sun Life can help you get prepared for whatever life brings.
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Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/maria.pereira
Health challenges can impact more than your well-being. They can affect your finances too.
Critical illness and health coverage can help provide financial support when it’s needed most, so you can focus on recovery — not expenses. Reach out to learn how health coverage can fit into your overall financial goals. https://advisor.sunlife.ca/maria.pereira
Critical illness and health coverage can help provide financial support when it’s needed most, so you can focus on recovery — not expenses. Reach out to learn how health coverage can fit into your overall financial goals. https://advisor.sunlife.ca/maria.pereira
Growing families need smart savings strategies
A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education…it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most. Let's chat about options that will work for you. https://advisor.sunlife.ca/maria.pereira
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