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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.
When creating a financial roadmap, it’s important to have fluid strategies that can adapt to life's changes. Let's grow together and create a secure financial future for yourself and your loved ones.
Now is the best time to start. Reach out to our team today.
Now is the best time to start. Reach out to our team today.
When creating a financial roadmap, it’s important to have fluid strategies that can adapt to life's changes. Let's grow together and create a secure financial future for yourself and your loved ones.
Now is the best time to start. Reach out to our team today.
Now is the best time to start. Reach out to our team today.
The best time to insure yourself is when you're healthy.
Let's find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give us a call to make sure you’re covered.
Let's find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give us a call to make sure you’re covered.
The best time to insure yourself is when you're healthy.
Let's find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give us a call to make sure you’re covered.
Let's find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give us a call to make sure you’re covered.
Vacationing to a warmer place soon? Don't let your insurance coverage fly south too!
Many travelers don't realize their Canadian health insurance may have limits when they're out of the country. Let's chat about tailoring your coverage for your winter plans.
☎️ Call our office to discuss your options. Wishing you safe and sunny travels!
Many travelers don't realize their Canadian health insurance may have limits when they're out of the country. Let's chat about tailoring your coverage for your winter plans.
☎️ Call our office to discuss your options. Wishing you safe and sunny travels!
Vacationing to a warmer place soon? Don't let your insurance coverage fly south too!
Many travelers don't realize their Canadian health insurance may have limits when they're out of the country. Let's chat about tailoring your coverage for your winter plans.
☎️ Call our office to discuss your options. Wishing you safe and sunny travels!
Many travelers don't realize their Canadian health insurance may have limits when they're out of the country. Let's chat about tailoring your coverage for your winter plans.
☎️ Call our office to discuss your options. Wishing you safe and sunny travels!
As a hardworking business owner, you deserve to keep more of what you earn.
With tax season coming up, let's explore efficient ways to save on taxes, like special accounts for business owners. We're here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
With tax season coming up, let's explore efficient ways to save on taxes, like special accounts for business owners. We're here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
As a hardworking business owner, you deserve to keep more of what you earn.
With tax season coming up, let's explore efficient ways to save on taxes, like special accounts for business owners. We're here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
With tax season coming up, let's explore efficient ways to save on taxes, like special accounts for business owners. We're here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
From our family to yours, wishing you a Merry Christmas and a Happy New Year!
Your Sun Life team in Kenora,
Mark, Angele, Nadine, Max, and Josee
Your Sun Life team in Kenora,
Mark, Angele, Nadine, Max, and Josee
From our family to yours, wishing you a Merry Christmas and a Happy New Year!
Your Sun Life team in Kenora,
Mark, Angele, Nadine, Max, and Josee
Your Sun Life team in Kenora,
Mark, Angele, Nadine, Max, and Josee
Merry Christmas and Happy New Year!
Christmas Holiday Schedule:
Our office is closed beginning Tuesday, December 24th, and reopening on Thursday, January 2nd.
Christmas Holiday Schedule:
Our office is closed beginning Tuesday, December 24th, and reopening on Thursday, January 2nd.
Merry Christmas and Happy New Year!
Christmas Holiday Schedule:
Our office is closed beginning Tuesday, December 24th, and reopening on Thursday, January 2nd.
Christmas Holiday Schedule:
Our office is closed beginning Tuesday, December 24th, and reopening on Thursday, January 2nd.
The holidays can be stressful. Your finances don't have to be.
Reach out to our office for a free cash flow budget worksheet and head into the holidays with financial peace of mind. Let's chat - we're here to help. 🎁🎄
Reach out to our office for a free cash flow budget worksheet and head into the holidays with financial peace of mind. Let's chat - we're here to help. 🎁🎄
The holidays can be stressful. Your finances don't have to be.
Reach out to our office for a free cash flow budget worksheet and head into the holidays with financial peace of mind. Let's chat - we're here to help. 🎁🎄
Reach out to our office for a free cash flow budget worksheet and head into the holidays with financial peace of mind. Let's chat - we're here to help. 🎁🎄
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
Our team had a great time hosting our very first Estate and Financial Planning seminar last week!
Big thank you to our guest speaker, Jessie Peikoff, who presented on estate planning, why it matters, and best practices to consider. The evening was then followed by mingling, refreshments, and amazing charcuterie boards from our friends at the Log Cabin!
Interested in joining us next time? Let us know which topics you want to learn more about!
• Budgeting and saving
• Building an investment strategy
• Planning for retirement
• Business owner and corporate planning
• Group benefits for employees
We look forward to hosting more events like this in the future!
Big thank you to our guest speaker, Jessie Peikoff, who presented on estate planning, why it matters, and best practices to consider. The evening was then followed by mingling, refreshments, and amazing charcuterie boards from our friends at the Log Cabin!
Interested in joining us next time? Let us know which topics you want to learn more about!
• Budgeting and saving
• Building an investment strategy
• Planning for retirement
• Business owner and corporate planning
• Group benefits for employees
We look forward to hosting more events like this in the future!
Our team had a great time hosting our very first Estate and Financial Planning seminar last week!
Big thank you to our guest speaker, Jessie Peikoff, who presented on estate planning, why it matters, and best practices to consider. The evening was then followed by mingling, refreshments, and amazing charcuterie boards from our friends at the Log Cabin!
Interested in joining us next time? Let us know which topics you want to learn more about!
• Budgeting and saving
• Building an investment strategy
• Planning for retirement
• Business owner and corporate planning
• Group benefits for employees
We look forward to hosting more events like this in the future!
Big thank you to our guest speaker, Jessie Peikoff, who presented on estate planning, why it matters, and best practices to consider. The evening was then followed by mingling, refreshments, and amazing charcuterie boards from our friends at the Log Cabin!
Interested in joining us next time? Let us know which topics you want to learn more about!
• Budgeting and saving
• Building an investment strategy
• Planning for retirement
• Business owner and corporate planning
• Group benefits for employees
We look forward to hosting more events like this in the future!
🏦 Planning for the future has never been more important!
With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
🏦 Planning for the future has never been more important!
With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
Our last garden harvest!
Just like gardening, your finances require attentive care and ongoing maintenance. With a team of five, let us do the labour for you!
With two months left of the year, let’s review your finances and refresh your financial goals for the new year.
To our fellow gardeners, how’s your end of year harvest?
Just like gardening, your finances require attentive care and ongoing maintenance. With a team of five, let us do the labour for you!
With two months left of the year, let’s review your finances and refresh your financial goals for the new year.
To our fellow gardeners, how’s your end of year harvest?
Our last garden harvest!
Just like gardening, your finances require attentive care and ongoing maintenance. With a team of five, let us do the labour for you!
With two months left of the year, let’s review your finances and refresh your financial goals for the new year.
To our fellow gardeners, how’s your end of year harvest?
Just like gardening, your finances require attentive care and ongoing maintenance. With a team of five, let us do the labour for you!
With two months left of the year, let’s review your finances and refresh your financial goals for the new year.
To our fellow gardeners, how’s your end of year harvest?
Seats are filling up quickly for our in-person seminar on "Taking the Mystery out of Estate Planning"! Interested in joining us on Tuesday, November 5?
Call 807-548-9904 or email mcdonald.fin.serv.inc@sunlife.com to RSVP by Monday, October 28th. We’ll provide location details and add you to our guest list!
Looking for more events like this in the future? Comment below what topics you would be interested in!
Call 807-548-9904 or email mcdonald.fin.serv.inc@sunlife.com to RSVP by Monday, October 28th. We’ll provide location details and add you to our guest list!
Looking for more events like this in the future? Comment below what topics you would be interested in!
Seats are filling up quickly for our in-person seminar on "Taking the Mystery out of Estate Planning"! Interested in joining us on Tuesday, November 5?
Call 807-548-9904 or email mcdonald.fin.serv.inc@sunlife.com to RSVP by Monday, October 28th. We’ll provide location details and add you to our guest list!
Looking for more events like this in the future? Comment below what topics you would be interested in!
Call 807-548-9904 or email mcdonald.fin.serv.inc@sunlife.com to RSVP by Monday, October 28th. We’ll provide location details and add you to our guest list!
Looking for more events like this in the future? Comment below what topics you would be interested in!
You’ve prepared the money for your family, but have you prepared your family for the money?
We’re excited to share that we’re hosting our very first seminar! Join us on November 5th at 7 pm for an evening of refreshments and presentation from guest speaker, Jesse Piekoff, on "Taking the Mystery out of Estate Planning".
This is an in-person event with limited seats available! Interested in attending? Please RSVP by October 28th and we’ll send location details and add you to our guest list.
👇 Tag a friend in the comments that you think might benefit from this session.
We look forward to seeing you there!
🌟 Here's the event information:
Date: Tuesday, November 5th, 2024
Time: 7 pm CST
Topic: Taking the Mystery Out of Estate Planning
• What is estate planning?
• Why does it matter?
• How to evolve your estate planning with your life
Presenter: Jesse Peikoff, CFP, PFP, Planning Director with EFPS
• Jesse supports our team to provide comprehensive and in-depth custom-built financial plans.
• His process includes examining investment strategies, risk management, estate maximization, retirement income planning, and the tax implications of the strategies recommended.
We’re excited to share that we’re hosting our very first seminar! Join us on November 5th at 7 pm for an evening of refreshments and presentation from guest speaker, Jesse Piekoff, on "Taking the Mystery out of Estate Planning".
This is an in-person event with limited seats available! Interested in attending? Please RSVP by October 28th and we’ll send location details and add you to our guest list.
👇 Tag a friend in the comments that you think might benefit from this session.
We look forward to seeing you there!
🌟 Here's the event information:
Date: Tuesday, November 5th, 2024
Time: 7 pm CST
Topic: Taking the Mystery Out of Estate Planning
• What is estate planning?
• Why does it matter?
• How to evolve your estate planning with your life
Presenter: Jesse Peikoff, CFP, PFP, Planning Director with EFPS
• Jesse supports our team to provide comprehensive and in-depth custom-built financial plans.
• His process includes examining investment strategies, risk management, estate maximization, retirement income planning, and the tax implications of the strategies recommended.
You’ve prepared the money for your family, but have you prepared your family for the money?
We’re excited to share that we’re hosting our very first seminar! Join us on November 5th at 7 pm for an evening of refreshments and presentation from guest speaker, Jesse Piekoff, on "Taking the Mystery out of Estate Planning".
This is an in-person event with limited seats available! Interested in attending? Please RSVP by October 28th and we’ll send location details and add you to our guest list.
👇 Tag a friend in the comments that you think might benefit from this session.
We look forward to seeing you there!
🌟 Here's the event information:
Date: Tuesday, November 5th, 2024
Time: 7 pm CST
Topic: Taking the Mystery Out of Estate Planning
• What is estate planning?
• Why does it matter?
• How to evolve your estate planning with your life
Presenter: Jesse Peikoff, CFP, PFP, Planning Director with EFPS
• Jesse supports our team to provide comprehensive and in-depth custom-built financial plans.
• His process includes examining investment strategies, risk management, estate maximization, retirement income planning, and the tax implications of the strategies recommended.
We’re excited to share that we’re hosting our very first seminar! Join us on November 5th at 7 pm for an evening of refreshments and presentation from guest speaker, Jesse Piekoff, on "Taking the Mystery out of Estate Planning".
This is an in-person event with limited seats available! Interested in attending? Please RSVP by October 28th and we’ll send location details and add you to our guest list.
👇 Tag a friend in the comments that you think might benefit from this session.
We look forward to seeing you there!
🌟 Here's the event information:
Date: Tuesday, November 5th, 2024
Time: 7 pm CST
Topic: Taking the Mystery Out of Estate Planning
• What is estate planning?
• Why does it matter?
• How to evolve your estate planning with your life
Presenter: Jesse Peikoff, CFP, PFP, Planning Director with EFPS
• Jesse supports our team to provide comprehensive and in-depth custom-built financial plans.
• His process includes examining investment strategies, risk management, estate maximization, retirement income planning, and the tax implications of the strategies recommended.
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣
Let’s review your financial strategy and help make sure it blankets all aspects of your life. Reach out to our team today. #fallintofinances
Let’s review your financial strategy and help make sure it blankets all aspects of your life. Reach out to our team today. #fallintofinances
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣
Let’s review your financial strategy and help make sure it blankets all aspects of your life. Reach out to our team today. #fallintofinances
Let’s review your financial strategy and help make sure it blankets all aspects of your life. Reach out to our team today. #fallintofinances
Diversification can help smooth out returns over the long term
Dive into expert insights on building and preserving wealth in today’s economic landscape.
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.
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.
8 smart things you can do for your finances
Here are the top 8 money moves to make so you can get a handle on your finances. Visit sunlife.ca to learn more.
Our team had the pleasure of joining Fidelity Investments at their annual golf tournament in July. It was hosted on the beautiful course of Niakwa Country Club in Winnipeg, MB.
With competitions at various holes, we're proud to announce that our very own team member, Nadine, won "ladies closest to the pin"! 👏
Thank you Fidelity and Niakwa CC for an awesome day!
With competitions at various holes, we're proud to announce that our very own team member, Nadine, won "ladies closest to the pin"! 👏
Thank you Fidelity and Niakwa CC for an awesome day!
Our team had the pleasure of joining Fidelity Investments at their annual golf tournament in July. It was hosted on the beautiful course of Niakwa Country Club in Winnipeg, MB.
With competitions at various holes, we're proud to announce that our very own team member, Nadine, won "ladies closest to the pin"! 👏
Thank you Fidelity and Niakwa CC for an awesome day!
With competitions at various holes, we're proud to announce that our very own team member, Nadine, won "ladies closest to the pin"! 👏
Thank you Fidelity and Niakwa CC for an awesome day!
Bank of Canada rate cut gives indebted Canadians reason to hope, poll finds
A rising number of people believe the economy will improve over the next two months
Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA
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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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.
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