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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
2026-02-04T21:00:00
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2026-12-31T21:00:00
The Women and Children's Shelter of Barrie needs support
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Today, we celebrate families. Whether related by blood or by choice, family is about the connections that sustain us.
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
Financial Design Team
705-252-9010
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
Financial Design Team
705-252-9010
Today, we celebrate families. Whether related by blood or by choice, family is about the connections that sustain us.
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
Financial Design Team
705-252-9010
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
Financial Design Team
705-252-9010
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/melanie.adams/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/melanie.adams/
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/melanie.adams/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/melanie.adams/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Making sense of the Bank of Canada interest rate decision on January 28, 2026 - MoneySense
The Bank of Canada holds its benchmark rate at 2.25%, impacting variable mortgages, fixed rates, and savings as economic risks persist in 2026. The post Making sense of the Bank of Canada interest rate decision on January 28, 2026 appeared first on MoneySense.https://advisor.sunlife.ca/melanie.adams/
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
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How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
Contact Financial Design Team Inc at 705-252-9010 or financialdesignteam@sunlife.com.
Contact Financial Design Team Inc at 705-252-9010 or financialdesignteam@sunlife.com.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
Contact Financial Design Team Inc at 705-252-9010 or financialdesignteam@sunlife.com.
Contact Financial Design Team Inc at 705-252-9010 or financialdesignteam@sunlife.com.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Contact Financial Design Team Inc at 705-252-9010 or email Financialdesignteam@sunlife.com.
Contact Financial Design Team Inc at 705-252-9010 or email Financialdesignteam@sunlife.com.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Contact Financial Design Team Inc at 705-252-9010 or email Financialdesignteam@sunlife.com.
Contact Financial Design Team Inc at 705-252-9010 or email Financialdesignteam@sunlife.com.
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/melanie.adams
https://advisor.sunlife.ca/melanie.adams
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/melanie.adams
https://advisor.sunlife.ca/melanie.adams
Amazing news! Grateful to Sun Life for making it easy to give back! Won their "Impact Your Charity" campaign and $3,500 is now going to Simcoe Muskoka Family Connexions Love being part of a company that values community impact. 🌟Thank you @SunLife for helping us support a cause close to our heart! 💚#YouGiveWeGive #GivingBack #GivingTuesday # ImpactYourCharity
Financial Design Team 705-252-9010
Financial Design Team 705-252-9010
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/melanie.adams
https://advisor.sunlife.ca/melanie.adams
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/melanie.adams
https://advisor.sunlife.ca/melanie.adams
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/melanie.adams
https://advisor.sunlife.ca/melanie.adams
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/melanie.adams
https://advisor.sunlife.ca/melanie.adams
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/melanie.adams
https://advisor.sunlife.ca/melanie.adams
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/melanie.adams
https://advisor.sunlife.ca/melanie.adams
So long 2025! Thank you for your continued trust and partnership. We look forward to working together in 2026.
Happy New Year to you and yours! From the Financial Design Team.
Happy New Year to you and yours! From the Financial Design Team.
So long 2025! Thank you for your continued trust and partnership. We look forward to working together in 2026.
Happy New Year to you and yours! From the Financial Design Team.
Happy New Year to you and yours! From the Financial Design Team.
Tonight, as the year comes to a close, we’re reflecting on the joy of working with such wonderful clients. Your support means the world to us. May 2026 bring you health, happiness, and continued achievement.
From all of us at the Financial Design Team to all of you – Happy New Year’s Eve!
From all of us at the Financial Design Team to all of you – Happy New Year’s Eve!
Tonight, as the year comes to a close, we’re reflecting on the joy of working with such wonderful clients. Your support means the world to us. May 2026 bring you health, happiness, and continued achievement.
From all of us at the Financial Design Team to all of you – Happy New Year’s Eve!
From all of us at the Financial Design Team to all of you – Happy New Year’s Eve!
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.