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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.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
You might live to 100. Do you have enough wealth to get there?
You might live to 100. Do you have enough wealth to get there?
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with us. You deserve the peace of mind that comes with protecting what matters most. We are here to help.
https://advisor.sunlife.ca/mckay.financial.services/
#mckayfinancial
https://advisor.sunlife.ca/mckay.financial.services/
#mckayfinancial
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with us. You deserve the peace of mind that comes with protecting what matters most. We are here to help.
https://advisor.sunlife.ca/mckay.financial.services/
#mckayfinancial
https://advisor.sunlife.ca/mckay.financial.services/
#mckayfinancial
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
#mckayfinancial
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
#mckayfinancial
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat. #mckayfinancial
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat. #mckayfinancial
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #mckayfinancial
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #mckayfinancial
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances. We can help.
#mckayfinancial
#mckayfinancial
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances. We can help.
#mckayfinancial
#mckayfinancial
The 2025 tax season will be here before we know it. Let’s get ahead of it.
#mckayfinancial
#mckayfinancial
The 2025 tax season will be here before we know it. Let’s get ahead of it.
#mckayfinancial
#mckayfinancial
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy.
We can help. #mckayfinancial
We can help. #mckayfinancial
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy.
We can help. #mckayfinancial
We can help. #mckayfinancial
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you. https://advisor.sunlife.ca/mckay.financial.services/
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you. https://advisor.sunlife.ca/mckay.financial.services/
Ready to revolutionize your portfolio’s growth strategy? 📈🚀
We can help. #mckayfinancial
We can help. #mckayfinancial
Ready to revolutionize your portfolio’s growth strategy? 📈🚀
We can help. #mckayfinancial
We can help. #mckayfinancial
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
We are here to help. #mckayfinancial
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
We are here to help. #mckayfinancial
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out. We can help. #mckayfinancial
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out. We can help. #mckayfinancial
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. Let's set some time aside to get them started. #mckayfinancial
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. Let's set some time aside to get them started. #mckayfinancial
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰
#mckayfinancial
#mckayfinancial
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰
#mckayfinancial
#mckayfinancial
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country! #mckayfinancial
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country! #mckayfinancial
Health insurance can help to protect you and what you love most. We can help. #mckayfinancial
Health insurance can help to protect you and what you love most. We can help. #mckayfinancial
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started. #mckayfinancial
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started. #mckayfinancial
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started. #mckayfinancial
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started. #mckayfinancial
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
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.