Stay informed
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.
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.
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
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
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
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?
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.
Learn more in this article.
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.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
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.
#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.
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.
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.
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
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
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
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.
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.
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.
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.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals.
Will you have house payments?
Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
This way you can ensure you will have a future worth looking forward to.
Will you have house payments?
Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
This way you can ensure you will have a future worth looking forward to.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals.
Will you have house payments?
Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
This way you can ensure you will have a future worth looking forward to.
Will you have house payments?
Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
This way you can ensure you will have a future worth looking forward to.
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.
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.
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.
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.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals.
Will you have house payments?
Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
This way you can ensure you will have a future worth looking forward to.
Will you have house payments?
Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
This way you can ensure you will have a future worth looking forward to.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals.
Will you have house payments?
Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
This way you can ensure you will have a future worth looking forward to.
Will you have house payments?
Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
This way you can ensure you will have a future worth looking forward to.
Small steps can lead to big wins when it comes to your financial future.
Just look up "the rule of 72".
Start building a solid foundation with smart strategies for debt management, investing and automated savings.
Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Just look up "the rule of 72".
Start building a solid foundation with smart strategies for debt management, investing and automated savings.
Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Small steps can lead to big wins when it comes to your financial future.
Just look up "the rule of 72".
Start building a solid foundation with smart strategies for debt management, investing and automated savings.
Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Just look up "the rule of 72".
Start building a solid foundation with smart strategies for debt management, investing and automated savings.
Your future self will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
If you’re a high earner, you may have noticed you’re paying a lot at tax time.
The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
#taxadvantage #investmore #smartmoney
The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
#taxadvantage #investmore #smartmoney
If you’re a high earner, you may have noticed you’re paying a lot at tax time.
The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
#taxadvantage #investmore #smartmoney
The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
#taxadvantage #investmore #smartmoney
Interested in Government contributions to your children's education?
Parents, grandparents, relatives and friends can contribute money into an RESP
(up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child and maximize it.
#resp #postsecondary #futureplanning #growyourinvestments
Parents, grandparents, relatives and friends can contribute money into an RESP
(up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child and maximize it.
#resp #postsecondary #futureplanning #growyourinvestments
Interested in Government contributions to your children's education?
Parents, grandparents, relatives and friends can contribute money into an RESP
(up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child and maximize it.
#resp #postsecondary #futureplanning #growyourinvestments
Parents, grandparents, relatives and friends can contribute money into an RESP
(up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child and maximize it.
#resp #postsecondary #futureplanning #growyourinvestments
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability.
Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable.
Reach out to me and I will review your financial situation and make necessary adjustments.
Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable.
Reach out to me and I will review your financial situation and make necessary adjustments.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability.
Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable.
Reach out to me and I will review your financial situation and make necessary adjustments.
Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable.
Reach out to me and I will review your financial situation and make necessary adjustments.
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.