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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.

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
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
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
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! 👇
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

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.
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How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://advisor.sunlife.ca/mike.maloney
Trust Me, I'm a Longevity Expert—Joyspan Is the Wellness Buzzword to Pay Attention to This Year

Trust Me, I'm a Longevity Expert—Joyspan Is the Wellness Buzzword to Pay Attention to This Year

Move over, supplement-mazzing and breathwork: joyspan is the longevity metric we should all be prioritising to boost mental and physical wellbeing.
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Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.

What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇
Limiting sugar before age 2 may lower dementia and anxiety risk later in life, study finds

Limiting sugar before age 2 may lower dementia and anxiety risk later in life, study finds

The amount of sugar a child consumes in the earliest years of life may influence their health decades later. Anthropologists have recently done a study on the preclosure phase of sugar during the first 1,000 days of life (time of pregnancy to when your child is towards the age of two years) which indicated that this time frame could be correlated with reduced risks of dementia, anxiety and other mental health issues when your child is in adulthood.
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Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.
Speaking several languages protects the aging brain: Here's how

Speaking several languages protects the aging brain: Here's how

Speaking more than one language fluently doesn’t just feel like it deeply changes the brain, it does actually affect the way a person processes information, how ‘agile’ the brain remains throughout life, and it might even improve its resilience following severe illness. Several studies now suggest that bilingualism or multilingualism can help keep the brain young.
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A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/mike.maloney
A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://advisor.sunlife.ca/mike.maloney
Maxed-out credit cards? Here are different options to dig out of the debt

Maxed-out credit cards? Here are different options to dig out of the debt

Maxed-out credit cards? Here are different options to dig out of the debt
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It's never too early to start. When kids learn about money young, they make smarter choices later. 💡

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/mike.maloney
Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.

Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/mike.maloney
Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://advisor.sunlife.ca/mike.maloney
Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://www.sunlife.ca/en/investments/world-markets-worrying-you-four-questions-to-ask-your-financial-advisor/


Then get in touch to talk! https://advisor.sunlife.ca/mike.maloney
What a recession might mean for your money

What a recession might mean for your money

What does a recession really mean for your money? Understanding it can help you make more informed decisions.

Get the basics — and then get in touch to discuss your next steps.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-is-a-recession-and-what-does-it-mean-for-you/


Reach out to set up a time to chat!
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