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Let’s work together towards your financial goals while protecting what matters most to you.

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.

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. 

Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

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.

Stop the guesswork - PTs reveal how much weight you should lift to get stronger and build muscle

If you're new to strength training, it's completely normal to ask 'how much weight should I lift?' in the gym or for at-home workouts!

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The Smartest Growth Stock to Invest $5,000 in Right Now

Smart investors invest in businesses using the stock price to analyze the perfect buying price. Here is a smart growth stock to consider.

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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.

#SunLifeOnePlan #YourFinances #FinancialGoals

Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).

Get in touch to set up an RESP for your child.

When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:

- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible

Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.

Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:

- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance

If you have questions about how to handle your new income, reach out!

10 tips for healthy eating on a budget

Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.

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With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.

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.

Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Let’s chat and explore your options.

Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started.

Script: Let's help make your freelance dreams financially sustainable

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8 financial mistakes newcomers to Canada make—and how to avoid them - MoneySense

Starting over in a new country means relearning the basics, including personal finance. Vickram Agarwal shares his hard-won experiences.

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We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation

*Certain terms and conditions apply.

Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!

#DiabetesAwareness #FinancialProtection

*Certain terms and conditions apply. Contact me for more information. 

The Retirement Bucket Rule: Your Guide to Fear-Free Spending

Forget market declines or rising inflation. With this strategy, you won’t have to worry about any of that during retirement.

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Cash Balance Pension Plans: the Smart Way to Turbocharge Your Retirement

Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.

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If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.

Let’s assess where you’re at and build a strategy that helps you reach your goals.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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