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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.
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. If you'd like to talk more about this and why I think it's important, I'd be happy to any time. Just put a 'like' on this post or send me a direct message.
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. If you'd like to talk more about this and why I think it's important, I'd be happy to any time. Just put a 'like' on this post or send me a direct message.
How the U.S. election could impact the loonie and your investments | CBC News
For most of 2024 I've had clients asking me what I think will happen if Trump wins in November. And also what I think will happen if Harris wins. My answer is always this: no matter the outcome, there's a good chance there will be some short-term volatility shortly after the election. But that usually, if not always, dissipates quickly. If your portfolio has been built appropriately (i.e., with proper diversification and the amount of overall risk that's suitable to your tolerance and investor style), an election shouldn't have enough of an impact to affect your long-term strategy.
Canada's economy grows more than expected
Small boost to GDP unlikely to stop Bank of Canada from cutting interest rate in September, economist says
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what type of life insurance might be right for you.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
How to cope with financial stress
Are you worried about your money? Financial stress can affect your mental health. A psychologist and Sun Life advisor share how you can regain control over...
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
What you need to know before you see a therapist
When it comes to mental health professionals, it can be tricky to know which one is right for you. Learn the differences between them to help you choose.
Worried about volatile markets? Here are 4 questions to ask your financial advisor
Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Got travel plans? Don’t forget health insurance
Six weeks of gentle health warnings on a recent vacation have convinced me to buy supplementary health insurance.
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
How To Make Your Money Last For Generations
https://sunlife.co/make-your-money-last-for-generations
Estate planning and charitable giving
Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.
Budget calculator
Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals....
7 Easy Tips for Halloween Healthy Eating
It’s easy to overdo it on the sweets and party food each October — but don’t get spooked. We consulted health and nutrition experts for their top tips on...
Advice | Discussing inheritances with loved ones now more important than ever: experts
When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list....
Being an executor can be time-consuming and expensive at a time of great grief
If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.
8 Everyday Health and Wellness Habits Linked With a Longer Life
The average life expectancy in the United States is on a historic decline. Here are research-backed habits you can do every day to help improve your likelihood...
Ethical Investing Vs ESG Investing: What’s the difference?
These days, investing isn’t just about returns. Many investors want to invest in companies that are committed to a better world. Learn about ethical and ESG...
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