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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.
2025-09-07T13:00:00
2025 Ovarian Cancer Walk of Hope - Barrie
Hope doesn’t wait, it fuels progress. Join us on Sunday, September 7, 2025, and fundraise for the Ovarian Cancer Canada Walk of Hope, the largest and most powerful event of its kind in the country.
Financial Design Team Inc. are proud supporters of this event.
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
How Canadian Businesses Can Manage Volatility Amid Trade Wars
Keeping an eye on inflation, unemployment and consumer confidence helps gain a clearer picture of the economic outlook.
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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Free summer fitness program helps teens across Canada build lifelong healthy habits
Free summer fitness program helps teens across Canada build lifelong healthy habits
We are now Financial Design Team Inc. This name truly reflects our unwavering commitment to thoughtful, comprehensive financial planning.
While our brand has evolved, the trusted, warm and welcoming service you rely on will remain the same. Like the mosaic in our logo, every piece of your financial plan is purposefully designed to fit your life. We’re proud to continue partnering with Sun Life, offering industry-leading solutions customized for you.
We are grateful for your continued partnership in designing your financial future!
While our brand has evolved, the trusted, warm and welcoming service you rely on will remain the same. Like the mosaic in our logo, every piece of your financial plan is purposefully designed to fit your life. We’re proud to continue partnering with Sun Life, offering industry-leading solutions customized for you.
We are grateful for your continued partnership in designing your financial future!
We are now Financial Design Team Inc. This name truly reflects our unwavering commitment to thoughtful, comprehensive financial planning.
While our brand has evolved, the trusted, warm and welcoming service you rely on will remain the same. Like the mosaic in our logo, every piece of your financial plan is purposefully designed to fit your life. We’re proud to continue partnering with Sun Life, offering industry-leading solutions customized for you.
We are grateful for your continued partnership in designing your financial future!
While our brand has evolved, the trusted, warm and welcoming service you rely on will remain the same. Like the mosaic in our logo, every piece of your financial plan is purposefully designed to fit your life. We’re proud to continue partnering with Sun Life, offering industry-leading solutions customized for you.
We are grateful for your continued partnership in designing your financial future!
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
"Happy Father's Day! We celebrate all the fathers, mentors, and role models who make a difference every day.
Thank you for all you do."
Thank you for all you do."
"Happy Father's Day! We celebrate all the fathers, mentors, and role models who make a difference every day.
Thank you for all you do."
Thank you for all you do."
Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense
Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s how to choose the right coverage.
Economist says Canadian grocery prices may level off
An economist says Canadians may see grocery prices ease as supply picks up, demand cools, and a stronger dollar and paused tariffs help.
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
An Ontario high school teacher on how worried kids are today about money and their future
Kelly Gregory, an Ontario teacher, is trying to address these fears by teaching financial literacy to students at her high school in Kingston. Her experience is that talking about money helps students feel better about the future
Government of Canada benefits and credits you'll get in May 2025 | National
Canadians aged 65 to 74 can receive up to $727.67 per month in 2025 if their net annual net world income in 2023 is less than $142,609. However, Canadians aged 75 and over can receive a maximum of $800.44 if their annual net world income in 2023 is less than $148,179.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Most Canadians unaware that unused tax credits from prior years are still available: poll
Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits
38% of Canadians believe they may have some unused credits
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Diseases Prevention: How Nutrition And Healthy Lifestyle Help In Preventing Diabetes, Heart Diseases, Cancer And More
🥗 Can nutrition and a healthy lifestyle really help prevent diabetes, heart disease, and cancer? Discover how simple changes can protect your health naturally!
How to build credit and maintain a good score
How to build credit and maintain a good score? From credit card approvals to loan interest rates, your credit score’s consequences can help or hold you back from achieving your goals
What to do when the stock market is down?
https://www.sunlife.ca/en/investments/what-do-you-do-when-the-stock-market-goes-down/
Gen Z prioritises financial planning and saving amidst growing economic challenges finds Charles Russell Speechlys - IFA Magazine
Gen Z prioritizes financial planning and saving amidst growing economic challenges
Most Canadians unaware that unused tax credits from prior years are still available: poll
Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits
38% of Canadians believe they may have some unused credits
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.