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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.
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/marlisa.hollands
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/marlisa.hollands
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/marlisa.hollands
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/marlisa.hollands
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
As the year winds down, think about the legacy you plan to leave.
Your nest egg is impactful for generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
Consider creating a "Legacy Box" that has all of your important info in it.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
You get to live on through your loved ones and contributions.
Would you like to know what should be included in your Legacy Box?
Your nest egg is impactful for generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
Consider creating a "Legacy Box" that has all of your important info in it.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
You get to live on through your loved ones and contributions.
Would you like to know what should be included in your Legacy Box?
As the year winds down, think about the legacy you plan to leave.
Your nest egg is impactful for generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
Consider creating a "Legacy Box" that has all of your important info in it.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
You get to live on through your loved ones and contributions.
Would you like to know what should be included in your Legacy Box?
Your nest egg is impactful for generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
Consider creating a "Legacy Box" that has all of your important info in it.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
You get to live on through your loved ones and contributions.
Would you like to know what should be included in your Legacy Box?
Tax season is right around the corner, so let’s maximize this time!
✅ Gather all income documents
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Now is the time to see what you can do to lower your taxes.
It’s a good time to teach your kids if they are doing their own returns.
Questions about tax-efficient investing or retirement planning?
Get in touch about tax season and beyond.
✅ Gather all income documents
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Now is the time to see what you can do to lower your taxes.
It’s a good time to teach your kids if they are doing their own returns.
Questions about tax-efficient investing or retirement planning?
Get in touch about tax season and beyond.
Tax season is right around the corner, so let’s maximize this time!
✅ Gather all income documents
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Now is the time to see what you can do to lower your taxes.
It’s a good time to teach your kids if they are doing their own returns.
Questions about tax-efficient investing or retirement planning?
Get in touch about tax season and beyond.
✅ Gather all income documents
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Now is the time to see what you can do to lower your taxes.
It’s a good time to teach your kids if they are doing their own returns.
Questions about tax-efficient investing or retirement planning?
Get in touch about tax season and beyond.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Financial literacy isn't just about understanding money — it's about making informed decisions for a better financial future. You can learn, and teach your kids about this together.
November is the ideal time to focus on:
• Reassess your investments, start or add.
• Understanding investment basics and options. RRSP or TFSA or both?
• Planning for long-term goals like post secondary or semi retirement
Want to improve the financial literacy in your home?
Let's connect so I can share how we can involve the whole family.
November is the ideal time to focus on:
• Reassess your investments, start or add.
• Understanding investment basics and options. RRSP or TFSA or both?
• Planning for long-term goals like post secondary or semi retirement
Want to improve the financial literacy in your home?
Let's connect so I can share how we can involve the whole family.
Financial literacy isn't just about understanding money — it's about making informed decisions for a better financial future. You can learn, and teach your kids about this together.
November is the ideal time to focus on:
• Reassess your investments, start or add.
• Understanding investment basics and options. RRSP or TFSA or both?
• Planning for long-term goals like post secondary or semi retirement
Want to improve the financial literacy in your home?
Let's connect so I can share how we can involve the whole family.
November is the ideal time to focus on:
• Reassess your investments, start or add.
• Understanding investment basics and options. RRSP or TFSA or both?
• Planning for long-term goals like post secondary or semi retirement
Want to improve the financial literacy in your home?
Let's connect so I can share how we can involve the whole family.
I think you will be surprised how different mortgage insurance at your lender is and what Sun Life offers.
Be ready to be pleasantly surprised!
Discover how mortgage protection can help safeguard your family's future and wealth management.
Don't let life's surprises put your biggest investment at risk.
Check out the link in the comments to find out more, or just book a discovery call and I can share more about it.
Be ready to be pleasantly surprised!
Discover how mortgage protection can help safeguard your family's future and wealth management.
Don't let life's surprises put your biggest investment at risk.
Check out the link in the comments to find out more, or just book a discovery call and I can share more about it.
I think you will be surprised how different mortgage insurance at your lender is and what Sun Life offers.
Be ready to be pleasantly surprised!
Discover how mortgage protection can help safeguard your family's future and wealth management.
Don't let life's surprises put your biggest investment at risk.
Check out the link in the comments to find out more, or just book a discovery call and I can share more about it.
Be ready to be pleasantly surprised!
Discover how mortgage protection can help safeguard your family's future and wealth management.
Don't let life's surprises put your biggest investment at risk.
Check out the link in the comments to find out more, or just book a discovery call and I can share more about it.
Peace is one of the biggest desires in peoples lives today. Money worries can affect both your physical and mental health.
Taking control of your finances can help you feel better.
There are ways to do that like automating your savings, just like you do your phone bill, and "finding" this money in unused subscriptions and overcharged items.
There is a link on how to arrive to peace with your money in the comments below.
#peacefullife #savingsautomation
Taking control of your finances can help you feel better.
There are ways to do that like automating your savings, just like you do your phone bill, and "finding" this money in unused subscriptions and overcharged items.
There is a link on how to arrive to peace with your money in the comments below.
#peacefullife #savingsautomation
Peace is one of the biggest desires in peoples lives today. Money worries can affect both your physical and mental health.
Taking control of your finances can help you feel better.
There are ways to do that like automating your savings, just like you do your phone bill, and "finding" this money in unused subscriptions and overcharged items.
There is a link on how to arrive to peace with your money in the comments below.
#peacefullife #savingsautomation
Taking control of your finances can help you feel better.
There are ways to do that like automating your savings, just like you do your phone bill, and "finding" this money in unused subscriptions and overcharged items.
There is a link on how to arrive to peace with your money in the comments below.
#peacefullife #savingsautomation
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 below in the comments
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 below in the comments
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 below in the comments
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 below in the comments
Did you know you take control of your future 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 and pre-retirements begins here.
Every path is different and some are transitions from working full-time to part time, or starting the small business you have been working on.
A plan gives you the exact steps and answers your questions.
Are you planning on full retirement at a certain age or transitioning out of work?
#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 and pre-retirements begins here.
Every path is different and some are transitions from working full-time to part time, or starting the small business you have been working on.
A plan gives you the exact steps and answers your questions.
Are you planning on full retirement at a certain age or transitioning out of work?
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Did you know you take control of your future 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 and pre-retirements begins here.
Every path is different and some are transitions from working full-time to part time, or starting the small business you have been working on.
A plan gives you the exact steps and answers your questions.
Are you planning on full retirement at a certain age or transitioning out of work?
#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 and pre-retirements begins here.
Every path is different and some are transitions from working full-time to part time, or starting the small business you have been working on.
A plan gives you the exact steps and answers your questions.
Are you planning on full retirement at a certain age or transitioning out of work?
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Your financial future deserves a tailored approach that is just for YOU.
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.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
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.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach that is just for YOU.
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.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
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.
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/
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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
🔸 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
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Did you know the average person in BC needs just under a million dollars to retire at 65 and maintain a similar lifestyle?
This may sound like a lot BUT investing as early as possible, accessing tax advantages and compounding your gains can make it happen.
Don’t leave the future of your finances to chance, create your future.
Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's create a personalized strategy so you can BE, DO and HAVE.
Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams.
Starting now, or getting a second opinion, is worth your valuable time. Get in touch today.
*This beautiful new development in Victoria is where I would love to downsize to. What about you?*
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
This may sound like a lot BUT investing as early as possible, accessing tax advantages and compounding your gains can make it happen.
Don’t leave the future of your finances to chance, create your future.
Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's create a personalized strategy so you can BE, DO and HAVE.
Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams.
Starting now, or getting a second opinion, is worth your valuable time. Get in touch today.
*This beautiful new development in Victoria is where I would love to downsize to. What about you?*
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Did you know the average person in BC needs just under a million dollars to retire at 65 and maintain a similar lifestyle?
This may sound like a lot BUT investing as early as possible, accessing tax advantages and compounding your gains can make it happen.
Don’t leave the future of your finances to chance, create your future.
Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's create a personalized strategy so you can BE, DO and HAVE.
Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams.
Starting now, or getting a second opinion, is worth your valuable time. Get in touch today.
*This beautiful new development in Victoria is where I would love to downsize to. What about you?*
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
This may sound like a lot BUT investing as early as possible, accessing tax advantages and compounding your gains can make it happen.
Don’t leave the future of your finances to chance, create your future.
Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's create a personalized strategy so you can BE, DO and HAVE.
Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams.
Starting now, or getting a second opinion, is worth your valuable time. Get in touch today.
*This beautiful new development in Victoria is where I would love to downsize to. What about you?*
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. You need YOUR guide, not a guide.
Reach out for advice that looks at the full picture.
Yes, dogs count too.
A financial roadmap should be as unique as you are. You need YOUR guide, not a guide.
Reach out for advice that looks at the full picture.
Yes, dogs count too.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. You need YOUR guide, not a guide.
Reach out for advice that looks at the full picture.
Yes, dogs count too.
A financial roadmap should be as unique as you are. You need YOUR guide, not a guide.
Reach out for advice that looks at the full picture.
Yes, dogs count too.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income.
If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
You want to make sure that all of your hard work goes towards something.
Reach out and we can create a financial roadmap.
If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
You want to make sure that all of your hard work goes towards something.
Reach out and we can create a financial roadmap.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income.
If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
You want to make sure that all of your hard work goes towards something.
Reach out and we can create a financial roadmap.
If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
You want to make sure that all of your hard work goes towards something.
Reach out and we can create a financial roadmap.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income.
If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
You want to make sure that all of your hard work goes towards something.
Reach out and we can create a financial roadmap.
If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
You want to make sure that all of your hard work goes towards something.
Reach out and we can create a financial roadmap.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income.
If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
You want to make sure that all of your hard work goes towards something.
Reach out and we can create a financial roadmap.
If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
You want to make sure that all of your hard work goes towards something.
Reach out and we can create a financial roadmap.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.