Stay informed
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 more than money.
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 more than money.
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 more than money.
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 more than money.
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 south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
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.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
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.
#SnowbirdLife #Retirement #SunLifeCanada
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
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.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
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.
#SnowbirdLife #Retirement #SunLifeCanada
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
🍁 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/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, 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.
Did you know, 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.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, 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.
Did you know, 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.
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
Dive into expert insights on building and preserving wealth in today’s economic landscape.
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.
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
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.
Strong friendships may literally slow aging at the cellular level
Scientists discovered that lifelong social support can slow biological aging. Using DNA-based “epigenetic clocks,” they found that people with richer, more sustained relationships showed younger biological profiles and lower inflammation. The effect wasn’t about single friendships but about consistent connections across decades.
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/
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
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/
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
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
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.