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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.

🍁 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
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.
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.
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
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
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
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
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
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
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
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.
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.
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.
You've worked hard to build your success.

Now it's time to make your money work even harder for you and your loved ones.

Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits.

Ready to take your investment plans to the next level?

Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

#WealthManagement #FinancialRoadmap #SunLifeOnePlan
How do I get the right personal health insurance?

How do I get the right personal health insurance?

Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.

Learn more in this article.
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Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information.
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.

I ask for all of the pieces to complete your one map that will take you where you want to go.
You've achieved so much already, but the best is yet to come.

Sun Life One Plan is a powerful tool that helps successful women like you balance current lifestyle needs with long-term financial goals.

This is available to all of you.

Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

It is the ultimate future planner that changes with you.

#SunLifeOnePlan #YourMoney
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
- Un-planned food purchases
- 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.

You can still have your "spend" account, you just need to have a space for it in your personal money plan.

Have questions?

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

Let's connect
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.