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.

From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel

Canadians turning to travel for resilience and longevity
About three-quarters of Canadian travellers (74 per cent) believe vacations can help them build resilience to better handle the stresses of everyday life, according to travel app Skyscanner’s 2025 Travel Trends report. And about six in 10 Canadians are more mindful about their health and well-being while on vacation.
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Watch video

Debt stress is prevalent as Canadians struggle to build financial resilience
Canadians are suffering from rising anxiety about their debts which are frequently resulting from everyday expenses, decimating ambition to build financial resilience. The survey highlights the importance of financial planning and education.
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
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.
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.

Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide
Discover how to support your mom in planning for the future with practical advice on estate, legal, and care decisions.
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.
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.

Hello everyone!
I am excited to be taking part in the Ultimate Bowling 🎳 Fundraiser on May13th, which supports Hockey Helps the Homeless Waterloo Region.
All funds raised will go to HHTH Waterloo Region, which in turns supports our local beneficiary partners, House of Friendship, oneROOF Youth Services, YW Kitchener-Waterloo, Starling Community Services, the Cambridge Shelter Corporation, and The Working Centre.
I will be participating with 5 of my fellow entrepreneurs from the Kitchener Chamber of Commerce. If you would like to donate and help our team out, you can do so by going to the link below ⬇️
https://hhth.akaraisin.com/ui/WR25/p/TheCPNBowldacious6
Any donation of $25 or more gets an automatic tax receipt.
Your support is greatly appreciated 😊
I am excited to be taking part in the Ultimate Bowling 🎳 Fundraiser on May13th, which supports Hockey Helps the Homeless Waterloo Region.
All funds raised will go to HHTH Waterloo Region, which in turns supports our local beneficiary partners, House of Friendship, oneROOF Youth Services, YW Kitchener-Waterloo, Starling Community Services, the Cambridge Shelter Corporation, and The Working Centre.
I will be participating with 5 of my fellow entrepreneurs from the Kitchener Chamber of Commerce. If you would like to donate and help our team out, you can do so by going to the link below ⬇️
https://hhth.akaraisin.com/ui/WR25/p/TheCPNBowldacious6
Any donation of $25 or more gets an automatic tax receipt.
Your support is greatly appreciated 😊
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.

Inside the shift: Why secondary markets are leading Canada's real estate growth
Investors, once fixated on primary markets, are turning their gaze to Canada’s secondary cities, which have quietly outpaced traditional powerhouses in key economic indicators: population growth, job creation, and rental demand.

Why Saving for Retirement Is Harder for Women Than You Might Think
Many people struggle to put away a suitable amount to live on once they stop working. However, it's typically much harder for women, who tend to shoulder more responsibilities outside of work, including raising children and caring for older family members.

Should you set up a corporation with friends to invest? - MoneySense
Should you set up a corporation with friends to invest? What to consider when deciding to incorporate a company with friends to buy real estate and more.

Hello everyone!
I am excited to be taking part in the Ultimate Bowling 🎳 Fundraiser on May13th, which supports Hockey Helps the Homeless Waterloo Region.
All funds raised will go to HHTH Waterloo Region, which in turns supports our local beneficiary partners, House of Friendship, oneROOF Youth Services, YW Kitchener-Waterloo, Starling Community Services, the Cambridge Shelter Corporation, and The Working Centre.
I will be participating with 5 of my fellow entrepreneurs from the Kitchener Chamber of Commerce. If you would like to donate and help our team out, you can do so by going to the link below ⬇️
https://hhth.akaraisin.com/ui/WR25/p/TheCPNBowldacious6
Any donation of $25 or more gets an automatic tax receipt.
Your support is greatly appreciated 😊
I am excited to be taking part in the Ultimate Bowling 🎳 Fundraiser on May13th, which supports Hockey Helps the Homeless Waterloo Region.
All funds raised will go to HHTH Waterloo Region, which in turns supports our local beneficiary partners, House of Friendship, oneROOF Youth Services, YW Kitchener-Waterloo, Starling Community Services, the Cambridge Shelter Corporation, and The Working Centre.
I will be participating with 5 of my fellow entrepreneurs from the Kitchener Chamber of Commerce. If you would like to donate and help our team out, you can do so by going to the link below ⬇️
https://hhth.akaraisin.com/ui/WR25/p/TheCPNBowldacious6
Any donation of $25 or more gets an automatic tax receipt.
Your support is greatly appreciated 😊

Hello everyone!
I am excited to be taking part in the Ultimate Home Buying Workshop on April 23rd, from 6:30 pm taking place in Guelph.
We will serve food and refreshments.
I will be presenting about managing your saving and protection needs related with the real estate.
My colleagues Kevin Mackan will talk about mortgages and Victoria Mihaela Furdui about tips of finding your dream home and navigating the market.
Looking forward in seeing you there and don't forget to register.
I am excited to be taking part in the Ultimate Home Buying Workshop on April 23rd, from 6:30 pm taking place in Guelph.
We will serve food and refreshments.
I will be presenting about managing your saving and protection needs related with the real estate.
My colleagues Kevin Mackan will talk about mortgages and Victoria Mihaela Furdui about tips of finding your dream home and navigating the market.
Looking forward in seeing you there and don't forget to register.

Hello everyone!
I am excited to be taking part in the Ultimate Home Buying Workshop on April 23rd, from 6:30 pm taking place in Guelph.
We will serve food and refreshments.
I will be presenting about managing your saving and protection needs related with the real estate.
My colleagues Kevin Mackan will talk about mortgages and Victoria Mihaela Furdui about tips of finding your dream home and navigating the market.
Looking forward in seeing you there and don't forget to register.
I am excited to be taking part in the Ultimate Home Buying Workshop on April 23rd, from 6:30 pm taking place in Guelph.
We will serve food and refreshments.
I will be presenting about managing your saving and protection needs related with the real estate.
My colleagues Kevin Mackan will talk about mortgages and Victoria Mihaela Furdui about tips of finding your dream home and navigating the market.
Looking forward in seeing you there and don't forget to register.

Hello everyone!
I am excited to be taking part in the Ultimate Bowling 🎳 Fundraiser on May13th, which supports Hockey Helps the Homeless Waterloo Region.
All funds raised will go to HHTH Waterloo Region, which in turns supports our local beneficiary partners, House of Friendship, oneROOF Youth Services, YW Kitchener-Waterloo, Starling Community Services, the Cambridge Shelter Corporation, and The Working Centre.
I will be participating with 5 of my fellow entrepreneurs from the Kitchener Chamber of Commerce. If you would like to donate and help our team out, you can do so by going to the link below ⬇️
https://hhth.akaraisin.com/ui/WR25/p/TheCPNBowldacious6
Any donation of $25 or more gets an automatic tax receipt.
Your support is greatly appreciated 😊
I am excited to be taking part in the Ultimate Bowling 🎳 Fundraiser on May13th, which supports Hockey Helps the Homeless Waterloo Region.
All funds raised will go to HHTH Waterloo Region, which in turns supports our local beneficiary partners, House of Friendship, oneROOF Youth Services, YW Kitchener-Waterloo, Starling Community Services, the Cambridge Shelter Corporation, and The Working Centre.
I will be participating with 5 of my fellow entrepreneurs from the Kitchener Chamber of Commerce. If you would like to donate and help our team out, you can do so by going to the link below ⬇️
https://hhth.akaraisin.com/ui/WR25/p/TheCPNBowldacious6
Any donation of $25 or more gets an automatic tax receipt.
Your support is greatly appreciated 😊

Hello everyone!
Only a few days left to register!
I am excited to be taking part in the Ultimate Home Buying Workshop on April 23rd, from 6:30 pm taking place in Guelph.
We will serve food and refreshments.
I will be presenting about managing your saving and protection needs related with the real estate.
My colleagues Kevin Mackan will talk about mortgages and Victoria Mihaela Furdui about tips of finding your dream home and navigating the market.
Looking forward in seeing you there and don't forget to register:, https://www.eventbrite.ca/e/1286425777129?aff=oddtdtcreator
Only a few days left to register!
I am excited to be taking part in the Ultimate Home Buying Workshop on April 23rd, from 6:30 pm taking place in Guelph.
We will serve food and refreshments.
I will be presenting about managing your saving and protection needs related with the real estate.
My colleagues Kevin Mackan will talk about mortgages and Victoria Mihaela Furdui about tips of finding your dream home and navigating the market.
Looking forward in seeing you there and don't forget to register:, https://www.eventbrite.ca/e/1286425777129?aff=oddtdtcreator

Hello everyone!
I am excited to be taking part in the Ultimate Home Buying Workshop on April 23rd, from 6:30 pm taking place in Guelph.
We will serve food and refreshments.
I will be presenting about managing your saving and protection needs related with the real estate.
My colleagues Kevin Mackan will talk about mortgages and Victoria Mihaela Furdui about tips of finding your dream home and navigating the market.
Looking forward in seeing you there and don't forget to register:, https://www.eventbrite.ca/e/1286425777129?aff=oddtdtcreator
I am excited to be taking part in the Ultimate Home Buying Workshop on April 23rd, from 6:30 pm taking place in Guelph.
We will serve food and refreshments.
I will be presenting about managing your saving and protection needs related with the real estate.
My colleagues Kevin Mackan will talk about mortgages and Victoria Mihaela Furdui about tips of finding your dream home and navigating the market.
Looking forward in seeing you there and don't forget to register:, https://www.eventbrite.ca/e/1286425777129?aff=oddtdtcreator

Happy Easter

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