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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 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.
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.
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.
如果您不擅长自主理财，那么快来与我们合作吧。和我聊聊您的TFSA。
如果您不擅長自主理財，那麼快來與我們合作吧。和我聊聊您的TFSA。
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.
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.
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.
🏡 在規劃時，考慮將您的定期人壽保險轉換為符合您目標的保險。通過永明人壽的定期轉換優惠，您在3月31日前轉換保險，最高可節省25%。馬上聯繫我們，了解更多選擇！ #家庭保障 #人壽保險
🏡 在规划时，考虑将您的定期人寿保险转换为符合您目标的保险。通过永明人寿的定期转换优惠，您在3月31日前转换保险，最高可节省25%。马上联系我们，了解更多选择！ #家庭保障 #人寿保险
🏆 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.
Building wealth is more than just making money - it is also a mindset, and it is about creating a future for yourself and your loved ones where you have many options. It's never too early or too late to tackle your financial well-being.

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.
Should young couples invest together or go it alone?

Should young couples invest together or go it alone?

Should young couples invest together or go it alone?
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These families’ financial resolutions help them save as costs climb

These families’ financial resolutions help them save as costs climb

When facing higher inflation and cost of living, these families’ financial resolutions might give you some ideas on how you can proactively take steps to manage this.
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💼 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.
Where the cost of living is heading in 2025

Where the cost of living is heading in 2025

Here's one take on where the cost of living is trending in 2025.
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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 with a plan that fits your lifestyle.
How do you think about risk as an investor?

How do you think about risk as an investor?

Dive into expert insights on building and preserving wealth in today’s economic landscape.

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.
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