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Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense

Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense

Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s how to choose the right coverage.
What to do if you outlive your retirement savings in Canada - MoneySense

What to do if you outlive your retirement savings in Canada - MoneySense

Some Canadian seniors enter retirement without savings or run out of money over time. Here’s how they can stay afloat financially.
Exciting news! Sun Life launched a new GenAI-powered Notes Assistant tool for advisors.

Powered by GenAI, this tool efficiently and safely summarizes Client meetings and outlines action items. As an advisor, this allows me to spend less time taking notes, and more time on what matters most – helping Clients achieve lifetime financial security and live healthier lives.

This is one example of how Sun Life is embracing the power of technology to make life brighter for advisors and Clients.

Want to learn how this can benefit your financial journey? Let's chat about your goals and how I can help you achieve them.




Transcript: Say hello to Sun Life’s new Notes Assistant created for advisors powered by GenAI. Key features: Meeting summaries, Action items, Draft emails. 100% of advisors saved over 15 minutes per meeting. 65% of advisors saved over 30 minutes per meeting. Harnessing GenAI so advisors can spend less time on note taking and more time helping Clients achieve lifetime financial security and live healthier lives.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
So long early retirement, for most Canadians the golden years now start after 65

So long early retirement, for most Canadians the golden years now start after 65

The study, which interviewed 2,000 Canadian over the age of 45, found that the average age of retirement in Canada has risen from 61 in 2005 to 65 in 2025. And that age may continue to increase, with 46 per cent of pre-retirees considering postponing their retirement due to the rising cost of living.
How to regain control during high-stress financial and life events

How to regain control during high-stress financial and life events

Emotional well-being plays a vital role for managing uncertainty. Simple routines such as exercising or practising mindfulness help manage stress and foster clearer decision-making. Start small, focus on what you can control and prepare for what you can’t. Financial resilience takes time, but every step forward counts.
Five most important questions before you travel

Five most important questions before you travel

Where to go, where to stay and how to get there – when it comes to planning a trip for work or pleasure, the choices can be endless.
The Parts Of Long-Term Financial Planning That Everyone Should Know

The Parts Of Long-Term Financial Planning That Everyone Should Know

As financial markets become more volatile, it's important to have these six components in place for a financially secure retirement.

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