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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.
Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/mike.maloney
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/mike.maloney
September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
As the season changes, it’s a natural time to pause, reflect and adjust your plans. 🍂🍎 Small check-ins now can help you feel more prepared for the months ahead. If it’s been a while, let’s revisit your personal financial roadmap this season.
#AutumnEquinox #Autumn #FirstDayofFall
#AutumnEquinox #Autumn #FirstDayofFall
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/mike.maloney
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/mike.maloney
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/mike.maloney
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/mike.maloney
Bank of Canada Holds Interest Rate at 2.25 Per Cent – September 2, 2026
Bank of Canada Governor Tiff Macklem discusses the central bank’s decision to hold its key interest rate at 2.25 per cent, its seventh consecutive rate hold. He is joined by senior deputy governor Carolyn Rogers. (no interpretation)
TSX rises 1.5% amid basic materials gains, U.S. stock markets also higher
Canada’s main stock index rose 1.5 per cent Thursday, helped by gains in materials and technology stocks, as U.S. markets also gained ground.
Registered retirement savings plan (RRSP)—the facts | Manulife Investments
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.manulifeim.com/retail/ca/en/viewpoints/retirement-planning/registered-retirement-savings-plans-rrsp-the-facts
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.manulifeim.com/retail/ca/en/viewpoints/retirement-planning/registered-retirement-savings-plans-rrsp-the-facts
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/mike.maloney
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/mike.maloney
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today. https://advisor.sunlife.ca/mike.maloney
It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead. https://advisor.sunlife.ca/mike.maloney
Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://advisor.sunlife.ca/mike.maloney
As wealth grows, financial priorities often become more complex.
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.
What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income
Want your money to work for your family's future? 💰
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/mike.maloney
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/mike.maloney
Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.
Let’s connect to guide you toward a retirement strategy that fits your needs. https://advisor.sunlife.ca/mike.maloney
Let’s connect to guide you toward a retirement strategy that fits your needs. https://advisor.sunlife.ca/mike.maloney
From economic shifts to hiring challenges, uncertainty has become part of doing business.
Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.
With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://advisor.sunlife.ca/mike.maloney
Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.
With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://advisor.sunlife.ca/mike.maloney
If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.
What is your financial personality type? 💸
When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
Five things to watch for in the Canadian business world in the coming week
Five things to watch for in the Canadian business world in the coming week: Inflation Statistics Canada will release its July reading for inflation on Monday when it publishes its consumer price index for the month.
Have questions?
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