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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.

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.
DOOR PRIZE! 🎉 Join us for our Retirement Planning Seminar this Wednesday, October 1st, for your chance to win this gift basket! This year's door prize features some great local businesses and goodies!

Retirement Planning Seminar
When: Wednesday, October 1st 7pm-9pm
Where: Super 8 Minis Hall, Kenora

Wherever you are in your retirement journey - starting, refining, or just curious - this seminar is for you. This event is our way of giving back to the community and providing more accessible financial education.

Looking to join us? It's not too late - send us a message, call, or email and we'll save your seats!

☎️ 807-548-9904
📧 josee.mcdonald@sunlife.com
Join us for our upcoming retirement planning seminar on Wednesday, October 1, from 7 pm - 9 pm at the Super 8 Minis Hall in Kenora!

Hear from our partners and guest speakers Jesse Peikoff (Planning Director at Sun Life's Estate and Financial Planning Services Team) and Emma Knight (District Vice President with Fidelity Investments Canada).

This is a free opportunity to learn more about retirement planning, what's involved, and how you can be better prepared.

Comment below to reserve your seats or reach out to our office!
☎️ 807-548-9904
📧 josee.mcdonald@sunlife.com
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Our team is hosting another local event and by popular demand, this year’s seminar topic is on retirement planning!

Wherever you are in your retirement journey - starting, refining, or just curious - this upcoming seminar is for you! Join us for an evening of complimentary refreshments and presentation from guest speakers:

Topic: Retirement Planning Seminar
When: Wednesday, October 1st, 2025 • 7pm p.m. to 9 p.m.
Where: Minis Hall at Super 8 by Wyndham Kenora, 240 Lakeview Drive
Presenters: Jesse Peikoff, Planning Director at Sun Life’s Estate & Financial Planning Services team and Emma Knight, District Vice President with Fidelity Investments Canada.

Reserve your spot today!

RSVP by Wednesday, September 24
📧 josee.mcdonald@sunlife.com
☎️ 807-548-9904

Tag someone below who you think might be interested ⬇️
When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 
Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).

Get in touch to set up an RESP for your child.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:

- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible

Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:

- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance

If you have questions about how to handle your new income, reach out!
10 tips for healthy eating on a budget

10 tips for healthy eating on a budget

Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
Read article
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.

Let’s connect to discuss your strategy.
Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Let’s chat and explore your options for your retirement plan.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone! We're here to help.

Let’s work together to help manage cash flow, set up an emergency fund, and explore retirement options and insurance protection.

Get in touch with our team to get started.
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If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.

Let’s assess where you’re at and build a strategy that helps you reach your goals.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
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