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Let’s work together towards your financial goals while protecting what matters most to you.

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.

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

Knowledge is power in the battle against breast cancer. This month, be empowered to learn about risk factors, screening options and the importance of self-exams. Schedule your mammogram today and encourage your loved ones to do the same. Your health matters – let's spread awareness and save lives.

#BreastCancerAwarenessMonth

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap

Canada’s climate contradictions come with economic risks

Overinvesting in oil and gas is not just a problem for the climate — it also poses serious risks to the Canadian economy.

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This Breast Cancer Awareness Month, we reaffirm our commitment to supporting Clients through every stage of life. Stay informed, stay vigilant, and know that we're here to help you prioritize your health.

#BreastCancerAwarenessMonth

5 Proven Ways to Fall Asleep Faster

If you're struggling to fall asleep fast, methods like deep breathing, muscle relaxation, or visualization can help promote quick sleep.

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Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan

Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.

https://www.sunlife.ca/en/investments/market/2025-q3-update/

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

#SunLifeOnePlan #FinancialSecurity

遗产规划至关重要，而选择合适的遗产执行人是该过程中的关键一步。获取关于选择遗产执行人的实用建议：

https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/

了解如何：

1. 选择值得信赖的人
2. 考量必备技能
3. 规避常见误区

为家庭未来做好准备。需要指导？联系我们。

#遗产规划 #财务管理 #财务蓝图

Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

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Your insurance needs are unique at every life stage.

Consider layering insurance policies to benefit from more flexible coverage.

Check out our article to learn more and see if it would suit you.

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Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

#SunLifeOnePlan #BusinessPlanning #BusinessOwner

Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams

What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒

https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/

2 Canadian Stocks for Income-Seeking Investors (6% Yields!)

These two Canadian stocks with high dividend yields can boost your passive income.

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Surprising study finds this workout adds 10 years to your life – and it’s not running or weight training

While you probably know that running can reduce all-cause mortality by improving your cardiovascular health, and weight training can do so by preserving muscle mass, and metabolic and bone health, science shows they’re not quite as effective as another form of movement when it comes to living a long and healthy life: tennis.

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Private savings are key to improving Canada’s retirement income system | Investment Executive

SIMA’s three-step plan tackles RRIF rules, investment management fee taxation and more.

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Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.

How to make retirement savings last

Boost your knowledge with this helpful article.

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.

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