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Keep up to date with what’s going on. You can browse timely and relevant posts that might be helpful to you.  Check back regularly to see what’s new.

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. We can help with a coordinated approach for your retirement using Sun Life One Plan. #mckayfinancial https://advisor.sunlife.ca/mckay.financial.services
Be prepared for whatever your next chapter brings. We can work together to help you attain your financial goals. #mckayfinancial
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As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill. #mckayfinancial

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/mckay.financial.services
Life is cheering for the same team and then realizing you're on the same team for life

Life is cheering for the same team and then realizing you're on the same team for life

Some things are better when you’re cheering together. 🏀💛

Game day is fun. But building a future together matters even more.

Explore your life insurance options: https://www.sunlifehealthyyou.com/
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Life unfolds in unexpected ways, and we can help you be ready for whatever comes. From small dunks to varsity-level plays, every moment counts.

As the proud life insurance partner of the Toronto Raptors, we know the importance of a solid game plan, on and off the court.

Ready to plan for life? Learn more about our partnership and how we can help protect what matters most: https://www.sunlifehealthyyou.com/
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A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/mckay.financial.services
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/mckay.financial.services
Life is unpredictable. Learn how critical illness insurance could help protect your finances. We can help. #mckayfinancial
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy. We can help. #mckayfinancial
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/mckay.financial.services
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

We can help determine what strategies work best for you. https://advisor.sunlife.ca/mckay.financial.services
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid. We can help. #mckayfinancial
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers. We can help. #mckayfinancial
Planning through change: Building financial resilience for women's nonlinear lives

Monday, March 9, 12 p.m. ET

In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow

Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. We can help. https://advisor.sunlife.ca/mckay.financial.services
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/mckay.financial.services
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. We can help. #mckayfinancial

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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.