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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.

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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With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.

Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.

Interested? Let’s talk about if it’s right for you.
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.
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
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.
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.
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
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.
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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! ☀️
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.
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!
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.
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.
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!
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
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.

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