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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.
Parents, help secure your kids' future today. Lock in lower premiums and guaranteed coverage with Sun CII for children. Bonus: For a limited time, get 50% off their first year of premiums! Offer ends July 31. #ChildInsurance #PlanningAhead
Parents, help secure your kids' future today. Lock in lower premiums and guaranteed coverage with Sun CII for children. Bonus: For a limited time, get 50% off their first year of premiums! Offer ends July 31. #ChildInsurance #PlanningAhead
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/maria.pereira
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/maria.pereira
Tax write-offs that Canadians often get wrong
Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail) to claim on their tax returns.
https://advisor.sunlife.ca/maria.pereira
https://advisor.sunlife.ca/maria.pereira
🏢 Myth buster: Business owners — segregated funds CAN work for you!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
🏢 Myth buster: Business owners — segregated funds CAN work for you!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Sun Life discounts term, perm, CI policies | Investment Executive
See what Investment Executive has to say about Sun Life’s Special Offers.
https://www.investmentexecutive.com/news/sun-life-discounts-term-perm-ci-policies/
Send me a message to know more!
Offers are available until July 31.
Terms and conditions apply.
https://www.investmentexecutive.com/news/sun-life-discounts-term-perm-ci-policies/
Send me a message to know more!
Offers are available until July 31.
Terms and conditions apply.
The New 65: Why the Healthiest Retirees Are Planning for 30 More Years
Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.https://advisor.sunlife.ca/maria.pereira
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/maria.pereira
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/maria.pereira
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/maria.pereira
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/maria.pereira
💰 Myth buster: Are segregated funds really "too expensive"?
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
💰 Myth buster: Are segregated funds really "too expensive"?
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
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/maria.pereira
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/maria.pereira
From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.
Message me to get started! https://advisor.sunlife.ca/maria.pereira
Message me to get started! https://advisor.sunlife.ca/maria.pereira
From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.
Message me to get started! https://advisor.sunlife.ca/maria.pereira
Message me to get started! https://advisor.sunlife.ca/maria.pereira
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/maria.pereira
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/maria.pereira
🔍 Myth buster: Think segregated funds are only for retirees? Think again!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
🔍 Myth buster: Think segregated funds are only for retirees? Think again!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
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/maria.pereira
Message me for details. https://advisor.sunlife.ca/maria.pereira
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/maria.pereira
Message me for details. https://advisor.sunlife.ca/maria.pereira
Myth busting, investment style.
Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.
But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.
Follow along to find out how these funds could benefit your investment portfolio!
Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.
But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.
Follow along to find out how these funds could benefit your investment portfolio!
Myth busting, investment style.
Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.
But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.
Follow along to find out how these funds could benefit your investment portfolio!
Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.
But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.
Follow along to find out how these funds could benefit your investment portfolio!
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.