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SMART goals

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/melanie.pavelich
10 superfoods to boost a healthy diet - Harvard Health

10 superfoods to boost a healthy diet - Harvard Health

No single food — not even a superfood — can offer all the nutrition, health benefits, and energy we need to nourish ourselves. The 2015–2020 US Dietary Guidelines recommend healthy eating patterns, "combining healthy choices from across all food groups — while paying attention to calorie limits."https://advisor.sunlife.ca/melanie.pavelich
Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says

Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says

Amid a tough job market and troubles affording homeownership, many young Canadians could be skipping on retirement planning despite fears of not having enough in their senior years, according to a new survey.https://advisor.sunlife.ca/melanie.pavelich
The 'Best of Both Worlds' Rule of Retirement Spending

The 'Best of Both Worlds' Rule of Retirement Spending

Some retirees are happy living off the interest and dividends from their portfolio investments, leaving the principal to grow. Others are willing to take a risk if it means they could hit the jackpot with their investments and live comfortably off the returns.https://advisor.sunlife.ca/melanie.pavelich
Public sector rent rises to be linked to inflation

Public sector rent rises to be linked to inflation

Annual rent rises for tenants in social housing will be based on the Consumer Price Index next year.https://advisor.sunlife.ca/melanie.pavelich
Brighten lives with strategic giving

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/melanie.pavelich

Have questions?

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