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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.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
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.
Vie au travail | Vive le télétravail

Vie au travail | Vive le télétravail

Le télétravail a débarqué dans nos vies il y a cinq ans. On estime qu’un tiers des Québécois en font, en tout temps ou en mode hybride. Si certains estiment que c’est une calamité, une vaste majorité de télétravailleurs ne veulent plus s’en passer et n’y voient que des avantages.
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Comment augmenter sa cote de crédit: 6 astuces

Comment augmenter sa cote de crédit: 6 astuces

Finances, location, prêts ou même emploi: il est important de maintenir une bonne cote de crédit puisque ce numéro à trois chiffres peut avoir une incidence sur plusieurs facettes de votre vie. Mais qu’est-ce qu’une bonne cote, et comment améliorer la sienne au besoin?
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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.
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🎓 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.
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.
💰 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.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.

#WealthProtection

*Certain terms and conditions may apply. Contact me for more information.
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!
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.

#WealthProtection #FinancialRoadmap
Le temps est venu de maximiser votre revenu de retraite et votre efficience fiscale grâce à un compte d’épargne libre d’impôt (CELI). Contactez-moi pour mieux comprendre ce compte flexible et les bienfaits qu’il pourrait vous apporter.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
Cette année, offrez l’assurance en cadeau à vos enfants. Grâce à l’offre de protection jumelée de la Sun Life, vous pourriez économiser à l’achat de deux solutions d’assurance ou plus*. Contactez-moi d’ici le 31 décembre pour en savoir plus sur cette offre d’une durée limitée!


* Certaines conditions peuvent s’appliquer. Communiquez avec moi pour plus d’information.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
Avez-vous entendu parler de la nouvelle Assurance-vie temporaire Sun Life – Diabète? Les gens qui ont un diabète de type 1 ou 2, un diabète gestationnel ou un prédiabète peuvent maintenant protéger leurs proches. Prenez rendez-vous avec moi. Offrez-vous la tranquillité d’esprit en aidant à protéger ce qui compte le plus.
La période des Fêtes peut être stressante. Si vos finances sont serrées, prenons le temps de discuter de votre budget.

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