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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.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
In the face of economic challenges, it’s important to do what you can to protect your business, your employees, and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
In the face of economic challenges, it’s important to do what you can to protect your business, your employees, and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
Did you know, our office has grown to six members? As a family team, we're proud to continue serving Ontario and Manitoba for generations to come.
Let's grow together and start your protection and savings plan today. Reach out to our office and we can schedule a free consultation.
Let's grow together and start your protection and savings plan today. Reach out to our office and we can schedule a free consultation.
Did you know, our office has grown to six members? As a family team, we're proud to continue serving Ontario and Manitoba for generations to come.
Let's grow together and start your protection and savings plan today. Reach out to our office and we can schedule a free consultation.
Let's grow together and start your protection and savings plan today. Reach out to our office and we can schedule a free consultation.
Congratulations to the happy couples tying the knot this summer! 🎉 We're excited to have two weddings coming up in our office!
While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
Congratulations to the happy couples tying the knot this summer! 🎉 We're excited to have two weddings coming up in our office!
While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
Wondering where your money goes each month? Try our budget calculator today.
Let's review your results together and determine strategies to reach your financial goals.
Let's review your results together and determine strategies to reach your financial goals.
Earlier this month, our team had the pleasure of attending both Kenora and Dryden Home & Leisure Shows (Mark, Angèle, and Nick are featured in photo)! It’s always great when we have the opportunity to connect with you and meet so many new faces. We hope you found value and enjoyed visiting all of the booths at this year's shows!
Thank you to everyone that stopped by and to those who entered our Summer Fun Life giveaways – winners have been contacted directly! ☀️
Thank you to everyone that stopped by and to those who entered our Summer Fun Life giveaways – winners have been contacted directly! ☀️
Earlier this month, our team had the pleasure of attending both Kenora and Dryden Home & Leisure Shows (Mark, Angèle, and Nick are featured in photo)! It’s always great when we have the opportunity to connect with you and meet so many new faces. We hope you found value and enjoyed visiting all of the booths at this year's shows!
Thank you to everyone that stopped by and to those who entered our Summer Fun Life giveaways – winners have been contacted directly! ☀️
Thank you to everyone that stopped by and to those who entered our Summer Fun Life giveaways – winners have been contacted directly! ☀️
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Join Sun Life Global Investments on Tuesday, April 15, at 11am for an insightful webinar on navigating market uncertainty through portfolio diversification. Register here: https://shorturl.at/bPWuQ
Help a friend by tagging them below or share this post directly with someone that you think will benefit from this session!
Help a friend by tagging them below or share this post directly with someone that you think will benefit from this session!
Join Sun Life Global Investments on Tuesday, April 15, at 11am for an insightful webinar on navigating market uncertainty through portfolio diversification. Register here: https://shorturl.at/bPWuQ
Help a friend by tagging them below or share this post directly with someone that you think will benefit from this session!
Help a friend by tagging them below or share this post directly with someone that you think will benefit from this session!
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
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