Stay informed
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.
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
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/
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/
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/
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/
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
#WealthManagement #FinancialRoadmap
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
#WealthManagement #FinancialRoadmap
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/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
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/
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
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
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
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
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
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
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
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
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/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
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
🔸 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
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
🔸 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
A huge thank you to our guest speakers and all of the attendees that joined us last week for our Retirement Planning Seminar! It was a pleasure hosting you!
Interested in attending financial education events in the future? Let us know!
Wishing you all a Happy Thanksgiving Weekend! 🦃
Interested in attending financial education events in the future? Let us know!
Wishing you all a Happy Thanksgiving Weekend! 🦃
A huge thank you to our guest speakers and all of the attendees that joined us last week for our Retirement Planning Seminar! It was a pleasure hosting you!
Interested in attending financial education events in the future? Let us know!
Wishing you all a Happy Thanksgiving Weekend! 🦃
Interested in attending financial education events in the future? Let us know!
Wishing you all a Happy Thanksgiving Weekend! 🦃
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.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
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.
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
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
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
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
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
Watch video
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 ⬇️
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 ⬇️
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 ⬇️
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.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
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.
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.
- 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.
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.
- 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.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
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.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.