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Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
TFSA Passive Income: How Retirees Can Get Decent Returns While Reducing Capital Risk

TFSA Passive Income: How Retirees Can Get Decent Returns While Reducing Capital Risk

In the current environment, investors can quite easily put together a diversified portfolio of GICs and dividend-growth stocks to deliver an average yield of 4% to 5%. This is a decent return while reducing capital risk.
Women’s wealth is growing. Here’s how advisors can serve them better | Advisor.ca

Women’s wealth is growing. Here’s how advisors can serve them better | Advisor.ca

Advisors who offer investor education in plain language, and can be a trusted financial sounding board will be in demand.
Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine

Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine

Talking about finances can be a highly personal and sensitive topic area. Whether it’s about people’s individual financial situations, inheritance planning
It's time for an adult conversation about inflation | Investment Executive

It's time for an adult conversation about inflation | Investment Executive

The fiscal stimulus required to support Canadians during the pandemic was always going to be inflationary, no matter what the Bank of Canada did
How Gen Z is redefining retirement strategies

How Gen Z is redefining retirement strategies

Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.

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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.