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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.
How Does Your TFSA Stack Up Against the Average Canadian at 30?
Are you also among the Canadians neglecting to unlock the true potential of their TFSAs? Here’s a look at the average 30-year-old’s TFSA.
https://advisor.sunlife.ca/michael.menikefs/
https://advisor.sunlife.ca/michael.menikefs/
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/michael.menikefs/
https://advisor.sunlife.ca/michael.menikefs/
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/michael.menikefs/
https://advisor.sunlife.ca/michael.menikefs/
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/michael.menikefs/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/michael.menikefs/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
Resist reacting to oil price jitters
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.franklintempleton.ca/en-ca/articles/2026/institute/resist-reacting-to-oil-price-jitters
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation
https://www.franklintempleton.ca/en-ca/articles/2026/institute/resist-reacting-to-oil-price-jitters
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation
Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/michael.menikefs/
Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/michael.menikefs/
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
The New 65: Why the Healthiest Retirees Are Planning for 30 More Years
Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.https://advisor.sunlife.ca/michael.menikefs/
Ask the Expert: How Your Fitness Routine Should Change with Age
Fitness expert Micky Lal explains how your workout routine should evolve with age, and what to focus on in each decade to stay strong, mobile, and injury-free.
https://advisor.sunlife.ca/michael.menikefs/
https://advisor.sunlife.ca/michael.menikefs/
Nervous System Dysregulation, According to Dr. Block
A closer look at what happens in the body when stress builds up faster than it can be recovered from, and why that matters for your health.
https://advisor.sunlife.ca/michael.menikefs/
https://advisor.sunlife.ca/michael.menikefs/
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Q1 2026 market update: North American markets hit record highs amid global shifts.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
Q1 2026 market update: North American markets hit record highs amid global shifts.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
🎯 Myth buster: Worried segregated funds are too limited?
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
🎯 Myth buster: Worried segregated funds are too limited?
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://advisor.sunlife.ca/michael.menikefs/
Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://advisor.sunlife.ca/michael.menikefs/
Each account type serves a different purpose. Your financial roadmap can help you decide what to use — and when to use it. Let’s map contributions to your goals. https://advisor.sunlife.ca/michael.menikefs/
#TFSA #RRSP #WealthPlanning
#TFSA #RRSP #WealthPlanning
Each account type serves a different purpose. Your financial roadmap can help you decide what to use — and when to use it. Let’s map contributions to your goals. https://advisor.sunlife.ca/michael.menikefs/
#TFSA #RRSP #WealthPlanning
#TFSA #RRSP #WealthPlanning
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
Lock in lower rates ✓ Guarantee coverage ✓ Secure their future ✓
Help secure your little one's future today. Sun CII for kids locks in lower premiums and guarantees coverage as they grow. Plus, get 50% of their first year's premiums back! Offer ends July 31. #ParentingWin #ChildInsurance
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Parents, help secure your kids' future today. Lock in lower premiums and guaranteed coverage with Sun CII for children. Bonus: For a limited time, get 50% off their first year of premiums! Offer ends July 31. #ChildInsurance #PlanningAhead
Parents, help secure your kids' future today. Lock in lower premiums and guaranteed coverage with Sun CII for children. Bonus: For a limited time, get 50% off their first year of premiums! Offer ends July 31. #ChildInsurance #PlanningAhead
Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare for the unexpected and get peace of mind for less. Offer ends July 31. #InsuranceSavings #FamilyProtection
Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare for the unexpected and get peace of mind for less. Offer ends July 31. #InsuranceSavings #FamilyProtection
Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
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.