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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.

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2025-07-26T19:00:00 - 2025-12-31T19:00:00
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As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:

📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃‍♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.

Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.

Need help balancing your financial goals with holiday cheer? Let's chat!
Contact Financial Design Team at 705-252-9010 or email financialdesignteam@sunlife.com

#HolidayPrep #HealthyHolidays #SunLifeCanada

Contact Financial Design Team Inc at 705-252-9010 or email financialdesignteam@sunlife.com
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
The Fed is likely to keep cutting interest rates, but multiple dangers lurk, CNBC survey finds

The Fed is likely to keep cutting interest rates, but multiple dangers lurk, CNBC survey finds

The Federal Reserve is expected to lower interest rates by a quarter point at its meeting this week and could cut at the next two meetings as well, according to the October CNBC Fed Survey.

Contact Financial Design Team at 705-252-9010 or email financialdesignteam@sunlife.com
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As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.

Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️

A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.

Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.

Contact Financial Design Team at 705-252-9010 or email financialdesignteam@sunlife.com
Did you know that 1 in 3 Canadians are living with diabetes or prediabetes?

That’s why Sun Life offers specialized life insurance options designed for individuals with type 1 or type 2 diabetes.

Want to learn more? Let's connect to discuss your insurance needs and how Sun Life solutions can support your health journey.

You can also learn more about Sun Life Term Insurance for Diabetes here: https://www.sunlife.ca/en/insurance/life/term-insurance-for-diabetes/

#DiabetesAwarenessMonth #DiabetesAwareness #SunLifeCanada

Contact Financial Design Team at 705-252-9010 or email financialdesignteam@sunlife.com
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

#SnowbirdLife #Retirement #SunLifeCanada

Contact Financial Design Team at 705-252-9010 or email financialdesignteam@sunlife.com
The Canadian Dollar has been steadily recovering against the US Dollar after reaching 30-week lows

The Canadian Dollar has been steadily recovering against the US Dollar after reaching 30-week lows

The Canadian Dollar is recovering against the US Dollar following a recent setback, regaining ground after hitting 30-week lows. Trade discussions between Canada and the US remain stalled, creating uncertainty in the currency market. Prime Minister Mark Carney mentioned that no recent trade discussions have occurred since the US President halted them.

Contact Financial Design Team at 705-252-9010 or email financialdesignteam@sunlife.com
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This Financial Literacy Month, boost your financial IQ with these must-know terms for smart saving:

💰🚀 Compound Interest: Your money's best friend! Its interest earned on interest, helping your savings grow faster over time.

🧺📊 Diversification: Don't put all your eggs in one basket. Spread out your investments to manage risk.

🎯🔀 Asset Allocation: Finding the right mix of investments based on your goals and risk tolerance.

📈📉 Market Volatility: The ups and downs of the market. Remember, it's normal and often temporary!

😴📊 Risk Tolerance: How much market fluctuation can you handle without losing sleep?

Understanding these terms can help you make smarter financial decisions and build a stronger future. Want to learn more? Check out our full list of must-know financial terms here: https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

Ready to put your new knowledge to work? Reach out today to talk about how to navigate your financial journey with confidence.

#FinancialLiteracyMonth #MoneySmarts #InvestInYourself

Contact Financial Design Team Inc at 705-252-9010 or financialdesignteam@sunlife.com
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🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

#DiabetesAwareness #DiabetesAwarenessMonth
As the leaves change, maybe your tax strategy should as well.

Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸

Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.

#TaxPlanning #SunLifeCanada
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?

That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.

#DiabetesAwarenessMonth #FinancialWellness
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.
The Government of Canada is releasing this year’s federal budget on November 4. In the days after the announcement, watch here for a summary of the highlights and what the budget means for your financial goals. More to come!
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.

#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
Contact Financial Design Team Inc at 705-252-9010 or email financialdesignteam@sunlife.com
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Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap
Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business.

Contact Financial Design Team Inc at 705-252-9010 or email financialdesignteam@sunlife.com
🎉 It's Small Business Week 2025! 🚀

To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.

This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!

#SmallBusinessWeek2025 #EntrepreneurSpirit
Contact Financial Design Team at 705-252-9010 or email financialdesignteam@sunlife.com
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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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.