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Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
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. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
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. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
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.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
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.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
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.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
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.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
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
- 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.
- Sales and discounts
- 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.
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
- 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.
- Sales and discounts
- 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.
5 Steps You Must Take Right Now to Secure Retirement in 20 Years
Happy Friday Everyone......If you're a couple of decades from retirement, you can pay down debt while saving aggressively for the future. Some great food for thought! We can help you get there, reach out today!!!
The Pomeroy Financial Solutions Team
kari.pomeroy@sunlife.com
The Pomeroy Financial Solutions Team
kari.pomeroy@sunlife.com
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.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
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.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
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.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
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.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
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.
Get in touch to set up an RESP for your child.
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.
Get in touch to set up an RESP for your child.
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 review your financial situation and make necessary adjustments.
- 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 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 review your financial situation and make necessary adjustments.
- 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 review your financial situation and make necessary adjustments.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
Choosing The Right Trustee And Why It Matters
Selecting a trustee well-equipped to handle these duties is one of the most important decisions you might ever make! If you require some guidance we are here to assist.
Have a super day!
Have a super day!
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
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.