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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.

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

Bank of Canada holds interest rate at 2.75% as economy shows resilience in the face of tariffs | CBC News
Bank of Canada holds interest rate at 2.75% as economy shows resilience in the face of tariffs.

Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.

The Strategic Advantage Of Asset Location
What differentiates the most impactful advisors is not expertise in isolation, but fluency across the full ecosystem of a family’s wealth.

Inflation rate rose slightly to 1.9% in June as vehicle and clothing prices climb | RCI
This comes after Statistics Canada said the pace of inflation held steady in May at 1.7 per cent.

How to make retirement savings last
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.

Peek into the financial future of 2025. Join our free webinar with Dynamic Funds on Tuesday, July 15 at 12 p.m. ET.
Topics include:
• Economic trends shaping markets
• Impact of interest rates & tech volatility
• Strategies to navigate uncertainty
Take charge in this changing financial landscape. Register now and turn market challenges into opportunities. https://sunlife.zoom.us/webinar/register/9717458466753/WN_f6SdUmIlSw2vvpeuLNW_8Q#/registration
Topics include:
• Economic trends shaping markets
• Impact of interest rates & tech volatility
• Strategies to navigate uncertainty
Take charge in this changing financial landscape. Register now and turn market challenges into opportunities. https://sunlife.zoom.us/webinar/register/9717458466753/WN_f6SdUmIlSw2vvpeuLNW_8Q#/registration

Today we celebrate our beautiful and wonderful country. Enjoy the festivities and embrace the joy of being Canadian. Have a safe and HAPPY CANADA Day! 🍁

Ontario budget forecasts $14.6B deficit, slower growth in wake of U.S. tariffs
The budget includes about $30B in spending to stimulate the economy in the face of tariffs, including a $5B fund to give businesses relief

How cryptocurrencies work and what investors need to know
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Is real estate the best investment for a Canadian retiree? - MoneySense
Real estate investing has its merits. And certain markets have performed exceptionally well in Canada over the past generation. But sometimes, especially as you approach retirement, you should reconsider your real estate strategy.

Ways to give money to grandchildren who have maxed out their RESPs
Ways to give money to grandchildren who have maxed out their RESPs

Have you made a mistake or need to change your tax return? Here’s how
Have you made a mistake or need to change your tax return? Here’s how

Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'
Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'

Bank of Canada holds key rate steady amid trade war, economic uncertainty
The Bank of Canada left its benchmark interest rate unchanged Wednesday as it waits to get a clearer picture of how global trade uncertainty is going to impact the Canadian economy.

Every step taken together as a family is a step toward the life you're dreaming of. 🌾
Big dreams start with small conversations — about family, about future, about planning.
Let’s plant the seeds today for the life you want tomorrow. 🌱
Reach out to us today to start working on a financial plan for you or your family!
Big dreams start with small conversations — about family, about future, about planning.
Let’s plant the seeds today for the life you want tomorrow. 🌱
Reach out to us today to start working on a financial plan for you or your family!

Average asking rents decrease for sixth straight month to $2,119: report
A new report says the national average asking rent in March was $2,119, marking the sixth straight month of year-over-year declines.

Trump's tariff day live: What Canadians need to know
Trump's tariff day live: What Canadians need to know

Read what the Bank of Canada head says on ‘major uncertainty’ of tariffs - National | Globalnews.ca
Read what the Bank of Canada head says on ‘major uncertainty’ of tariffs

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