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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.
Data centres, the power imperative and the rotation to real assets
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.rbcgam.com/en/ca/article/data-centres-the-power-imperative-and-the-rotation-to-real-assets/detail
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.rbcgam.com/en/ca/article/data-centres-the-power-imperative-and-the-rotation-to-real-assets/detail
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
As a business owner, there’s a lot to think about when it comes to your long-term success.
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/mark.kilback/
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/mark.kilback/
As a business owner, there’s a lot to think about when it comes to your long-term success.
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/mark.kilback/
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/mark.kilback/
Market ups and downs are normal, but they can feel unsettling. The key? Staying focused on your long-term strategy is important. Explore practical ways to navigate market swings with confidence and let me know how I can help. https://www.sunlife.ca/en/investments/market-volatility/
Market ups and downs are normal, but they can feel unsettling. The key? Staying focused on your long-term strategy is important. Explore practical ways to navigate market swings with confidence and let me know how I can help. https://www.sunlife.ca/en/investments/market-volatility/
I can help you plan for the unexpected. Talk to me to find out how critical illness insurance can help.
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What would happen to your family's finances if life took an unexpected turn?
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/mark.kilback/
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/mark.kilback/
What would happen to your family's finances if life took an unexpected turn?
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/mark.kilback/
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/mark.kilback/
Discipline matters when markets are uncertain
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.invesco.com/ca/en/insights/discipline-matters-when-markets-uncertain.html
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.invesco.com/ca/en/insights/discipline-matters-when-markets-uncertain.html
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
Protecting your partnership: a two-step approach.
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
Protecting your partnership: a two-step approach.
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
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
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.