Marty Forsythe
Job title: Advisor, Sun Life, P.F.A.™
Area(s) served: New Brunswick & Ontario
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
Client testimonials
What did Critical Illness Insurance do for me and my family?
“It gave me a sense of security and sigh of relief in times of complete despair. When the Emergency room doctor told me there was abnormal cells in my 3 year old's bloodwork I instantly fell apart. He was asleep in a hospital bed at 3am after another inexplicable fever, and I was sitting in a dark room alone when I learned he has Leukemia. Ten hours later we were admitted into Children's Hospital. The next night I was laying wide awake on my cot in the hospital room when I remembered I had a critical illness policy for both of my kids. Finances had never crossed my mind, I wasn't worried about money, but in that moment I was able to take a deep breath. That's when I thought about money, but it wasn't negative or scary thoughts, it was instant relief because I knew I wouldn't have to worry about it throughout my son's lengthy journey with Cancer.
The insurance means I can focus on my little guy and helping him heal. I don't need to worry about how I will afford parking, food, meds, childcare, and anything that will make his recovery more comfortable. I have so much more energy, time, and positivity to support him as a result of the Critical Illness Insurance. Thank you to my Sun Life advisor, Marty Forsythe for selling me on the importance of having this protection.”
- Karen
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Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.