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.
Wondering what uncertain times mean for you and your money?
You can’t control the markets — but you can control your strategy, habits and mindset. Explore practical methods to stay on track. https://www.sunlife.ca/en/investments/market-volatility/
Let me know how I can help!
Let me know how I can help!
A critical illness can bring unexpected financial challenges. That's why comprehensive protection matters — for your family and peace of mind.
Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.
For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/mark.kilback/
*Terms and conditions apply
Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.
For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/mark.kilback/
*Terms and conditions apply
A critical illness can bring unexpected financial challenges. That's why comprehensive protection matters — for your family and peace of mind.
Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.
For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/mark.kilback/
*Terms and conditions apply
Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.
For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/mark.kilback/
*Terms and conditions apply
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!
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!
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/mark.kilback/
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Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/comparison-tax-advantaged-savings-accounts-tfsa-rrsp-fhsa/
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.
https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/comparison-tax-advantaged-savings-accounts-tfsa-rrsp-fhsa/
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.
How to create a budget
The holidays are just around the corner, and so are the expenses that come with them.
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
What to do when stock market values are down
When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves with their money. Here are a few things to consider before you act. https://www.sunlife.ca/en/investments/what-do-you-do-when-the-stock-market-goes-down/
Let me know how I can help. https://advisor.sunlife.ca/mark.kilback/
Let me know how I can help. https://advisor.sunlife.ca/mark.kilback/
Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Because things change, Sun Life can help you save for the expected and the unexpected. Let’s talk about your goals.
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How to make dividends and compound growth work for you
Boost your knowledge with this helpful article.
https://www.fidelity.ca/en/insights/articles/make-dividends-and-compound-growth-work-for-you/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.fidelity.ca/en/insights/articles/make-dividends-and-compound-growth-work-for-you/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
How to build your emergency fund
You can’t predict the next market shift — but you can prepare for it. An emergency fund can help you stay confident during uncertain times. Let’s chat about solutions that could work for you. 👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-build-your-emergency-fund/
Personal health insurance
Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/mark.kilback/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/mark.kilback/
*Terms and conditions apply
Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/mark.kilback/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/mark.kilback/
*Terms and conditions apply
What a recession might mean for your money
What does a recession really mean for your money? Understanding it can help you make more informed decisions.
Get the basics — and then get in touch to discuss your next steps.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-is-a-recession-and-what-does-it-mean-for-you/
Reach out to set up a time to chat!
Get the basics — and then get in touch to discuss your next steps.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-is-a-recession-and-what-does-it-mean-for-you/
Reach out to set up a time to chat!
What's your biggest concern when it comes to life insurance?
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
What's your biggest concern when it comes to life insurance?
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Transferring wealth isn’t just about assets — it involves values, intentions and clarity.
A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.
Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/mark.kilback/
#SunLifeOnePlan #SunLife
A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.
Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/mark.kilback/
#SunLifeOnePlan #SunLife
Transferring wealth isn’t just about assets — it involves values, intentions and clarity.
A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.
Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/mark.kilback/
#SunLifeOnePlan #SunLife
A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.
Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://advisor.sunlife.ca/mark.kilback/
#SunLifeOnePlan #SunLife
AI’s Second Act and How to Capitalize On It | CI Global Asset Management
Boost your knowledge with this helpful article.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect. https://advisor.sunlife.ca/mark.kilback/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect. https://advisor.sunlife.ca/mark.kilback/
#SunLifeOnePlan #SunLife
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect. https://advisor.sunlife.ca/mark.kilback/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect. https://advisor.sunlife.ca/mark.kilback/
#SunLifeOnePlan #SunLife
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/mark.kilback/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/mark.kilback/
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/mark.kilback/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/mark.kilback/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.