Stay informed
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.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
RRIF: Registered Retirement Income Fund
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
What happens when interest rates rise in Canada
The Bank of Canada just raised its prime interest rate, after a short pause on hikes. What impact will this have on interest rates for homeowners? Or on...
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
Worried about volatile markets? Here are 4 questions to ask your financial advisor
Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
How To Make Your Money Last For Generations
https://sunlife.co/make-your-money-last-for-generations
Estate planning and charitable giving
Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.
Understanding inflation
What exactly is inflation, and why is it important?
Canadians have faced historic challenges since 2020. One of the challenges sparked by the global COVID-19 pandemic is high inflation, and recovery will take time.
Ensure that you review your Financial Plan to understand how high inflation can impact your current and future financial goals.
https://www.bankofcanada.ca/2020/08/understanding-inflation/
Canadians have faced historic challenges since 2020. One of the challenges sparked by the global COVID-19 pandemic is high inflation, and recovery will take time.
Ensure that you review your Financial Plan to understand how high inflation can impact your current and future financial goals.
https://www.bankofcanada.ca/2020/08/understanding-inflation/
What is a recession and what does it mean for you?
Understand what a recession is, how it affects the Canadian economy and your personal finances - and what you can to prepare. Visit sulife.ca to learn more....
Advice | Discussing inheritances with loved ones now more important than ever: experts
When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list....
Noah Solomon: Market uncertainty leads to investor passivity at the wrong times
Noah Solomon: Refusing to change your portfolio in response to changing conditions is one of the costliest mistakes in investing. Read...
Three strategies to help you take the emotion out of investing
Martin Pelletier: Never let emotion drive the investment decision-making process. Read...
The worst may be over in markets, so what's the next move for portfolios?
Pick forward-looking equities with companies that have good pricing power, says...
How To Make Your Money Last For Generations
A growing number of people, especially wealthy ones, want their money to last for more than one generation. A financial plan can help you make sure your legacy...
How can impact investors make real-world change happen with their dollars?
Impact investing, sustainable investing, socially responsible investing and investing with an ESG focus all...
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