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Decumulation: Turning retirement savings into retirement income

Decumulation: Turning retirement savings into retirement income

Take control of your personal finances. Check out these resources to get started.
Don't Regret Buying a Home: An Expert Guide to Navigating Today's Tough Housing Market

Don't Regret Buying a Home: An Expert Guide to Navigating Today's Tough Housing Market

Whether you're a first-time buyer, want to upsize/downsize or move closer to work or family, it's critical to stay within your budget and have an emergency fund.
Are You Saving Enough by 35? See How You Stack Up

Are You Saving Enough by 35? See How You Stack Up

Wondering if you’re on track with your savings? Find out how your balance compares to others your age, and what could help you
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!

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

Get in touch to get started.



Script: Let's help make your freelance dreams financially sustainable
The Retirement Bucket Rule: Your Guide to Fear-Free Spending

The Retirement Bucket Rule: Your Guide to Fear-Free Spending

Forget market declines or rising inflation. With this strategy, you won’t have to worry about any of that during retirement.

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.