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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.
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is much more than just a dollar amount.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is much more than just a dollar amount.
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is much more than just a dollar amount.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is much more than just a dollar amount.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Heading to warmer destinations for the winter? Before you swap your boots for flip-flops, make sure your finances are as ready for the journey as you are.
A few helpful reminders...
💰 Fund/tax check: Be aware of the taxes if you have to sell some investments from a taxable account to fund your trip.
🏠 Home security: Try home monitoring or a caretaker for peace of mind
🏥 Healthcare: Know your coverage limits abroad, and talk to your doctor if you have pre-existing conditions before leaving Canada.
✈️ Travel insurance: Always make sure you are covered while at your destination.
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#Snowbird #Retirement #Travel #Holidays
A few helpful reminders...
💰 Fund/tax check: Be aware of the taxes if you have to sell some investments from a taxable account to fund your trip.
🏠 Home security: Try home monitoring or a caretaker for peace of mind
🏥 Healthcare: Know your coverage limits abroad, and talk to your doctor if you have pre-existing conditions before leaving Canada.
✈️ Travel insurance: Always make sure you are covered while at your destination.
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#Snowbird #Retirement #Travel #Holidays
Heading to warmer destinations for the winter? Before you swap your boots for flip-flops, make sure your finances are as ready for the journey as you are.
A few helpful reminders...
💰 Fund/tax check: Be aware of the taxes if you have to sell some investments from a taxable account to fund your trip.
🏠 Home security: Try home monitoring or a caretaker for peace of mind
🏥 Healthcare: Know your coverage limits abroad, and talk to your doctor if you have pre-existing conditions before leaving Canada.
✈️ Travel insurance: Always make sure you are covered while at your destination.
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#Snowbird #Retirement #Travel #Holidays
A few helpful reminders...
💰 Fund/tax check: Be aware of the taxes if you have to sell some investments from a taxable account to fund your trip.
🏠 Home security: Try home monitoring or a caretaker for peace of mind
🏥 Healthcare: Know your coverage limits abroad, and talk to your doctor if you have pre-existing conditions before leaving Canada.
✈️ Travel insurance: Always make sure you are covered while at your destination.
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#Snowbird #Retirement #Travel #Holidays
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
秋天來臨，或許正值調整稅務策略的好時機。
以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸
別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。
#稅務規劃 #加拿大永明金融
以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸
別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。
#稅務規劃 #加拿大永明金融
秋天來臨，或許正值調整稅務策略的好時機。
以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸
別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。
#稅務規劃 #加拿大永明金融
以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸
別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。
#稅務規劃 #加拿大永明金融
By December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity. This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Remember, small adjustments now can lead to big comfort later. Let's chat.
By December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity. This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
Inclusion Rates and the Capital Dividend Account | CI Global Asset Management
Here's another timely reminder on the effects of the capital gain inclusion rates and related tax considerations.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/inclusion-rates-and-the-capital-dividend-account.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/inclusion-rates-and-the-capital-dividend-account.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
AI’s Second Act and How to Capitalize On It | CI Global Asset Management
Boost your knowledge with this helpful article.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat!
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat!
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat!
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat!
Have questions?
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