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Are you overlooking a powerful tool in your financial strategy?
Life insurance can serve purposes beyond income replacement in the event of death.
Did you know that life insurance can also help protect your net worth from taxes and market risk?
Join me for a free webinar where I will break down how life insurance can help protect your net worth so you can Bank on Yourself.
Seats are limited. Register at the link below.
https://sunlife-ca.zoom.us/webinar/register/WN_ogoKb_pDTaOYUX2by6fSwA
Unable to attend but interested in learning more?
Call or email me to book some time.
For more information contact
Mike Butean,BEng,CCS
Advisor , Sun Life
647-569-3799
Appointment Booking link: https://bit.ly/3fYCpjQ
Life's brighter under the sun

#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

Let’s assess your goals to help ensure your financial roadmap helps you get there.

#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.

Get in touch to set up an RESP for your child.

- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.

- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!

10 tips for healthy eating on a budget

Let’s connect to discuss your strategy.

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable

*Certain terms and conditions apply.

#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.

Let’s assess where you’re at and build a strategy that helps you reach your goals.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.

Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.