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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.

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
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/
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
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
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/
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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
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! 🦃
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!

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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