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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.

You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

#WealthManagement #FinancialRoadmap #SunLifeOnePlan

Above the Noise: Making sense of markets, Treasuries, and tariffs

Take control of your personal finances by understanding the industry better. Check out these resources to get started.

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.

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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.

Why the best strategy for starting to invest is not perfect timing

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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.

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You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

#SunLifeOnePlan #YourMoney

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. 

Redefining Retirement with Human-Centric Planning

Join host Ryan Nauman on Zephyr's Adjusted for Risk Podcast as he sits down with Frank Legan, financial advisor at SEIA, for an insightful conversation.

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Taking slow and steady route into financial planning is best approach

Taking time before first setting client meetings is the best route into financial planning, according to one adviser.

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Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.

Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

#FinancialRoadmap #SunLifeOnePlan #PersonalWealth

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.

Did you know many families would face significant financial challenges if they suddenly lost their primary wage earner? Don't let your loved ones be caught unprepared. Ensure your family's financial security with proper life insurance coverage. Give yourself and your family peace of mind. Let's connect to review your #lifeinsurance plan because when it comes to your family's future, it's better to be safe than sorry.

#FinancialProtection #FamilySecurity #LifeInsuranceAwarenessMonth

Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. [I/we] can help you plan for whatever life brings. Email or call to set up your next appointment today.

#LifeInsuranceAwarenessMonth

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Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement?

Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options https://advisor.sunlife.ca/meifang.zhu/.

#SunLifeOnePlan #YourFinances #FinancialGoals

Here's to a fantastic school year ahead! To your kids' backpacks staying organized for at least a day or two and may the joys of completed homework be yours all year long. Wishing you all a happy and safe school year. 📚

Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability

Let's connect today! https://advisor.sunlife.ca/meifang.zhu/connect/

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.

Building A Workplace Wellness Tool Kit: Four Initiatives To Consider

Working in any business environment is often going to be fast-paced and stressful in some regards. That’s just the nature of the beast. The problem, however, is that high-demand, high-stress jobs can be detrimental to people’s health. Today, more workers are dealing with stress and burnout.

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Don't Regret Buying a Home: An Expert Guide to Navigating Today's Tough Housing Market

Whether you're a first-time buyer, want to upsize/downsize or move closer to work or family, it's critical to stay within your budget and have an emergency fund.

Let's connect today! https://advisor.sunlife.ca/meifang.zhu/connect/

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Are You Saving Enough by 35? See How You Stack Up

Wondering if you’re on track with your savings? Find out how your balance compares to others your age, and what could help you.

Let's connect today! https://advisor.sunlife.ca/meifang.zhu/connect/

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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. https://advisor.sunlife.ca/meifang.zhu/connect/

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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.