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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.
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
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.
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.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Tips on raising a financially savvy child
There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
📅 Mark your calendars! The RRSP contribution deadline is March 3.
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
📅 Mark your calendars! The RRSP contribution deadline is March 3.
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.