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Keep up to date with what’s going on. You can browse timely and relevant posts that might be helpful to you. Check back regularly to see what’s new.
Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
https://www.invesco.com/ca/en/insights/why-canadian-listed-etfs-may-make-more-sense.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.invesco.com/ca/en/insights/why-canadian-listed-etfs-may-make-more-sense.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.
💡 Did you know…
If you accidentally over-contribute to your TFSA, the CRA charges a 1% penalty per month on the excess amount until it’s removed. 😬
Your TFSA is a powerful tool for tax-free growth — but only if you stay within your limit. With a new room added every January, it’s easy to lose track of the years.
✔️ Want to confirm your available contribution room?
✔️ Not sure how your TFSA fits into your long-term financial plan?
Your Reynolds Financial Solutions team is here to help you stay on track and make the most of your tax-free savings.
📲 Connect with us at advisor.sunlife.ca/mitch.reynolds
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
#TFSA #FinancialPlanning #TaxFreeSavings #InvestSmart #SunLifeCanada #RFSJourney #WealthBuilding #FinancialTips #TaxSeason
If you accidentally over-contribute to your TFSA, the CRA charges a 1% penalty per month on the excess amount until it’s removed. 😬
Your TFSA is a powerful tool for tax-free growth — but only if you stay within your limit. With a new room added every January, it’s easy to lose track of the years.
✔️ Want to confirm your available contribution room?
✔️ Not sure how your TFSA fits into your long-term financial plan?
Your Reynolds Financial Solutions team is here to help you stay on track and make the most of your tax-free savings.
📲 Connect with us at advisor.sunlife.ca/mitch.reynolds
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
#TFSA #FinancialPlanning #TaxFreeSavings #InvestSmart #SunLifeCanada #RFSJourney #WealthBuilding #FinancialTips #TaxSeason
💡 Did you know…
If you accidentally over-contribute to your TFSA, the CRA charges a 1% penalty per month on the excess amount until it’s removed. 😬
Your TFSA is a powerful tool for tax-free growth — but only if you stay within your limit. With a new room added every January, it’s easy to lose track of the years.
✔️ Want to confirm your available contribution room?
✔️ Not sure how your TFSA fits into your long-term financial plan?
Your Reynolds Financial Solutions team is here to help you stay on track and make the most of your tax-free savings.
📲 Connect with us at advisor.sunlife.ca/mitch.reynolds
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
#TFSA #FinancialPlanning #TaxFreeSavings #InvestSmart #SunLifeCanada #RFSJourney #WealthBuilding #FinancialTips #TaxSeason
If you accidentally over-contribute to your TFSA, the CRA charges a 1% penalty per month on the excess amount until it’s removed. 😬
Your TFSA is a powerful tool for tax-free growth — but only if you stay within your limit. With a new room added every January, it’s easy to lose track of the years.
✔️ Want to confirm your available contribution room?
✔️ Not sure how your TFSA fits into your long-term financial plan?
Your Reynolds Financial Solutions team is here to help you stay on track and make the most of your tax-free savings.
📲 Connect with us at advisor.sunlife.ca/mitch.reynolds
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
#TFSA #FinancialPlanning #TaxFreeSavings #InvestSmart #SunLifeCanada #RFSJourney #WealthBuilding #FinancialTips #TaxSeason
Brighten lives with strategic giving
Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/mitch.reynolds/
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/mitch.reynolds/
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Who’s Your Trusted Contact Person — and Why Does It Matter?
Life can be unpredictable — but your financial protection shouldn’t be.
That’s why new regulations in Canada now allow (and encourage!) every investor to name a Trusted Contact Person (TCP).
What’s a TCP?
A Trusted Contact Person is someone you choose — a mature, reliable individual — who your advisor can contact only if there are concerns about:
• Your wellbeing
• Potential financial exploitation
• Sudden changes in your ability to make financial decisions
What a TCP cannot do:
They can’t make transactions, access your accounts, or control your money.
They’re not a Power of Attorney — just an added layer of protection.
Who can you choose?
A close friend, adult family member, or someone you deeply trust.
You can even choose more than one person.
(Yes, a spouse can be a TCP — but picking someone without a financial interest is often best.)
Why it’s important:
A TCP helps safeguard your financial future when life takes an unexpected turn.
It’s a smart, preventative step that protects your hard-earned money and peace of mind.
Want to add or update your Trusted Contact Person?
We’re here to help walk you through it.
Reynolds Financial Solutions - Your trusted partner on the road to financial security.
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#TrustedContactPerson #FinancialProtection #InvestorSafety #SunLifeCanada #ClientWellbeing #FinancialPlanning #RFSJourney #ProtectYourFuture
Life can be unpredictable — but your financial protection shouldn’t be.
That’s why new regulations in Canada now allow (and encourage!) every investor to name a Trusted Contact Person (TCP).
What’s a TCP?
A Trusted Contact Person is someone you choose — a mature, reliable individual — who your advisor can contact only if there are concerns about:
• Your wellbeing
• Potential financial exploitation
• Sudden changes in your ability to make financial decisions
What a TCP cannot do:
They can’t make transactions, access your accounts, or control your money.
They’re not a Power of Attorney — just an added layer of protection.
Who can you choose?
A close friend, adult family member, or someone you deeply trust.
You can even choose more than one person.
(Yes, a spouse can be a TCP — but picking someone without a financial interest is often best.)
Why it’s important:
A TCP helps safeguard your financial future when life takes an unexpected turn.
It’s a smart, preventative step that protects your hard-earned money and peace of mind.
Want to add or update your Trusted Contact Person?
We’re here to help walk you through it.
Reynolds Financial Solutions - Your trusted partner on the road to financial security.
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#TrustedContactPerson #FinancialProtection #InvestorSafety #SunLifeCanada #ClientWellbeing #FinancialPlanning #RFSJourney #ProtectYourFuture
Who’s Your Trusted Contact Person — and Why Does It Matter?
Life can be unpredictable — but your financial protection shouldn’t be.
That’s why new regulations in Canada now allow (and encourage!) every investor to name a Trusted Contact Person (TCP).
What’s a TCP?
A Trusted Contact Person is someone you choose — a mature, reliable individual — who your advisor can contact only if there are concerns about:
• Your wellbeing
• Potential financial exploitation
• Sudden changes in your ability to make financial decisions
What a TCP cannot do:
They can’t make transactions, access your accounts, or control your money.
They’re not a Power of Attorney — just an added layer of protection.
Who can you choose?
A close friend, adult family member, or someone you deeply trust.
You can even choose more than one person.
(Yes, a spouse can be a TCP — but picking someone without a financial interest is often best.)
Why it’s important:
A TCP helps safeguard your financial future when life takes an unexpected turn.
It’s a smart, preventative step that protects your hard-earned money and peace of mind.
Want to add or update your Trusted Contact Person?
We’re here to help walk you through it.
Reynolds Financial Solutions - Your trusted partner on the road to financial security.
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#TrustedContactPerson #FinancialProtection #InvestorSafety #SunLifeCanada #ClientWellbeing #FinancialPlanning #RFSJourney #ProtectYourFuture
Life can be unpredictable — but your financial protection shouldn’t be.
That’s why new regulations in Canada now allow (and encourage!) every investor to name a Trusted Contact Person (TCP).
What’s a TCP?
A Trusted Contact Person is someone you choose — a mature, reliable individual — who your advisor can contact only if there are concerns about:
• Your wellbeing
• Potential financial exploitation
• Sudden changes in your ability to make financial decisions
What a TCP cannot do:
They can’t make transactions, access your accounts, or control your money.
They’re not a Power of Attorney — just an added layer of protection.
Who can you choose?
A close friend, adult family member, or someone you deeply trust.
You can even choose more than one person.
(Yes, a spouse can be a TCP — but picking someone without a financial interest is often best.)
Why it’s important:
A TCP helps safeguard your financial future when life takes an unexpected turn.
It’s a smart, preventative step that protects your hard-earned money and peace of mind.
Want to add or update your Trusted Contact Person?
We’re here to help walk you through it.
Reynolds Financial Solutions - Your trusted partner on the road to financial security.
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#TrustedContactPerson #FinancialProtection #InvestorSafety #SunLifeCanada #ClientWellbeing #FinancialPlanning #RFSJourney #ProtectYourFuture
✈️ Planning your next family getaway over the holidays? Here’s some inspiration from our summer in Spain.
As we head into Christmas vacation season, I wanted to share how our family created an unforgettable two-week trip to Spain — without breaking the bank.✨
From Barcelona’s Sagrada Familia and beaches, to exploring Girona, coastal towns like Roses and Tossa de Mar, and wrapping up with incredible art in Madrid, it was meaningful, memorable, and surprisingly affordable.
Here’s what helped us keep costs down:
✔️ Used Visa Avion points — four round-trip flights for just over $1,000
✔️ Stayed in Airbnbs to cook meals & reduce expenses
✔️ Used transit passes like Hola Barcelona to get around easily
✔️ Benefited from Spain’s no-tipping culture
✔️ Pre-booked major attractions
✔️ Traveled with full travel medical insurance — always a must. We can recommend a good one from our partner - TuGo - Travel Insurance.😉
A little planning, smart choices, and the right protection can turn a dream trip into a reality.
Wherever you’re heading this holiday season, here’s to creating memories that matter — and driving your own Success Road into the new year. 🎄✨
#HolidayTravel #FamilyTravel #SpainTrip #BudgetTravel #SuccessRoad #RFSTips #TravelInsurance #SunLifeCanada #Barcelona #Madrid #ChristmasSeason
As we head into Christmas vacation season, I wanted to share how our family created an unforgettable two-week trip to Spain — without breaking the bank.✨
From Barcelona’s Sagrada Familia and beaches, to exploring Girona, coastal towns like Roses and Tossa de Mar, and wrapping up with incredible art in Madrid, it was meaningful, memorable, and surprisingly affordable.
Here’s what helped us keep costs down:
✔️ Used Visa Avion points — four round-trip flights for just over $1,000
✔️ Stayed in Airbnbs to cook meals & reduce expenses
✔️ Used transit passes like Hola Barcelona to get around easily
✔️ Benefited from Spain’s no-tipping culture
✔️ Pre-booked major attractions
✔️ Traveled with full travel medical insurance — always a must. We can recommend a good one from our partner - TuGo - Travel Insurance.😉
A little planning, smart choices, and the right protection can turn a dream trip into a reality.
Wherever you’re heading this holiday season, here’s to creating memories that matter — and driving your own Success Road into the new year. 🎄✨
#HolidayTravel #FamilyTravel #SpainTrip #BudgetTravel #SuccessRoad #RFSTips #TravelInsurance #SunLifeCanada #Barcelona #Madrid #ChristmasSeason
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Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/mitch.reynolds/
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/mitch.reynolds/
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/mitch.reynolds/
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/mitch.reynolds/
📢 TFSA alert: The 2025 contribution limit is $7,000!
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
📢 TFSA alert: The 2025 contribution limit is $7,000!
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
On this #GivingTuesday, we're reminded of the power of generosity and the importance of strong communities.
Today, we encourage you to:
⦁ Support a cause close to your heart
⦁ Volunteer your time and skills
⦁ Spread kindness in your community
Every act of giving, no matter how small can make a significant impact. How will you make a difference this Giving Tuesday? Share your story and inspire others.
Today, we encourage you to:
⦁ Support a cause close to your heart
⦁ Volunteer your time and skills
⦁ Spread kindness in your community
Every act of giving, no matter how small can make a significant impact. How will you make a difference this Giving Tuesday? Share your story and inspire others.
On this #GivingTuesday, we're reminded of the power of generosity and the importance of strong communities.
Today, we encourage you to:
⦁ Support a cause close to your heart
⦁ Volunteer your time and skills
⦁ Spread kindness in your community
Every act of giving, no matter how small can make a significant impact. How will you make a difference this Giving Tuesday? Share your story and inspire others.
Today, we encourage you to:
⦁ Support a cause close to your heart
⦁ Volunteer your time and skills
⦁ Spread kindness in your community
Every act of giving, no matter how small can make a significant impact. How will you make a difference this Giving Tuesday? Share your story and inspire others.
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
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December is the month of reflection — and the perfect moment to get clear on your financial direction.
Whether you’re dreaming about a new home, building long-term stability for your family, or preparing for retirement, clarity begins with a single conversation.
At Reynolds Financial Solutions, we turn your ideas into tailored plans you can trust — simple, transparent, and built for your future.
✨ Step into December with purpose. Your future deserves it.
👉 Start the conversation today:
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#HelloDecember #FinancialPlanning #SunLifeCanada #FinancialGoals #ReynoldsFinancialSolutions #LifeInsurance #FamilyPlanning
Whether you’re dreaming about a new home, building long-term stability for your family, or preparing for retirement, clarity begins with a single conversation.
At Reynolds Financial Solutions, we turn your ideas into tailored plans you can trust — simple, transparent, and built for your future.
✨ Step into December with purpose. Your future deserves it.
👉 Start the conversation today:
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#HelloDecember #FinancialPlanning #SunLifeCanada #FinancialGoals #ReynoldsFinancialSolutions #LifeInsurance #FamilyPlanning
December is the month of reflection — and the perfect moment to get clear on your financial direction.
Whether you’re dreaming about a new home, building long-term stability for your family, or preparing for retirement, clarity begins with a single conversation.
At Reynolds Financial Solutions, we turn your ideas into tailored plans you can trust — simple, transparent, and built for your future.
✨ Step into December with purpose. Your future deserves it.
👉 Start the conversation today:
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#HelloDecember #FinancialPlanning #SunLifeCanada #FinancialGoals #ReynoldsFinancialSolutions #LifeInsurance #FamilyPlanning
Whether you’re dreaming about a new home, building long-term stability for your family, or preparing for retirement, clarity begins with a single conversation.
At Reynolds Financial Solutions, we turn your ideas into tailored plans you can trust — simple, transparent, and built for your future.
✨ Step into December with purpose. Your future deserves it.
👉 Start the conversation today:
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#HelloDecember #FinancialPlanning #SunLifeCanada #FinancialGoals #ReynoldsFinancialSolutions #LifeInsurance #FamilyPlanning
🎄✨ Christmas is coming fast… is your budget ready for it?
The tree is up, the lights are glowing, and the countdown is officially on.
But here’s the big question: did you build a holiday budget?
Every year, so many Canadians overspend in December — and then feel the pinch in January and February. A little planning now can make your holidays joyful and stress-free.
If you want help creating a smart holiday budget, setting money aside for the future, or keeping your financial plan on track through the season…
👉 Connect with Reynolds Financial Solutions — we’ll help you enjoy the holidays without blowing the bank.
📩 RFS.Contact@sunlife.com | ☎️ 403-212-1111
📍#203, 200 Rivercrest Dr. SE, Calgary, AB
🎄 Happy Holiday season from all of us at RFS!
#ChristmasBudgeting #HolidayPlanning #FinancialWellness #RFSJourney #SunLifeCanada #SmartMoney #Christmas2025 #CalgaryFinance
The tree is up, the lights are glowing, and the countdown is officially on.
But here’s the big question: did you build a holiday budget?
Every year, so many Canadians overspend in December — and then feel the pinch in January and February. A little planning now can make your holidays joyful and stress-free.
If you want help creating a smart holiday budget, setting money aside for the future, or keeping your financial plan on track through the season…
👉 Connect with Reynolds Financial Solutions — we’ll help you enjoy the holidays without blowing the bank.
📩 RFS.Contact@sunlife.com | ☎️ 403-212-1111
📍#203, 200 Rivercrest Dr. SE, Calgary, AB
🎄 Happy Holiday season from all of us at RFS!
#ChristmasBudgeting #HolidayPlanning #FinancialWellness #RFSJourney #SunLifeCanada #SmartMoney #Christmas2025 #CalgaryFinance
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The Canadian Dollar has been steadily recovering against the US Dollar after reaching 30-week lows
The Canadian Dollar is recovering against the US Dollar following a recent setback, regaining ground after hitting 30-week lows. Trade discussions between Canada and the US remain stalled, creating uncertainty in the currency market. Prime Minister Mark Carney mentioned that no recent trade discussions have occurred since the US President halted them.
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.
Turning 71 soon? It’s time for a key financial milestone.
If you have an RRSP, Canadian rules require that by December 31 of the year you turn 71, it must be converted to a RRIF or annuity.
🎯 This isn't just a deadline—it's an opportunity to realign your strategy, keep your investments working for you, and secure a steady retirement income stream.
At Reynolds Financial Solutions, we’ll guide you through this transition with clarity and care—so your retirement plan stays flexible, sustainable, and aligned with your goals.
📞 Let’s talk about how this step fits into your bigger retirement picture.
Because small changes today can lead to long-term comfort tomorrow.
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#RetirementReady #RFSroad #FinancialMilestone #SunLifePartner #RRSPtoRRIF #CanadianRetirement #RetireWithConfidence
If you have an RRSP, Canadian rules require that by December 31 of the year you turn 71, it must be converted to a RRIF or annuity.
🎯 This isn't just a deadline—it's an opportunity to realign your strategy, keep your investments working for you, and secure a steady retirement income stream.
At Reynolds Financial Solutions, we’ll guide you through this transition with clarity and care—so your retirement plan stays flexible, sustainable, and aligned with your goals.
📞 Let’s talk about how this step fits into your bigger retirement picture.
Because small changes today can lead to long-term comfort tomorrow.
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#RetirementReady #RFSroad #FinancialMilestone #SunLifePartner #RRSPtoRRIF #CanadianRetirement #RetireWithConfidence
Turning 71 soon? It’s time for a key financial milestone.
If you have an RRSP, Canadian rules require that by December 31 of the year you turn 71, it must be converted to a RRIF or annuity.
🎯 This isn't just a deadline—it's an opportunity to realign your strategy, keep your investments working for you, and secure a steady retirement income stream.
At Reynolds Financial Solutions, we’ll guide you through this transition with clarity and care—so your retirement plan stays flexible, sustainable, and aligned with your goals.
📞 Let’s talk about how this step fits into your bigger retirement picture.
Because small changes today can lead to long-term comfort tomorrow.
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#RetirementReady #RFSroad #FinancialMilestone #SunLifePartner #RRSPtoRRIF #CanadianRetirement #RetireWithConfidence
If you have an RRSP, Canadian rules require that by December 31 of the year you turn 71, it must be converted to a RRIF or annuity.
🎯 This isn't just a deadline—it's an opportunity to realign your strategy, keep your investments working for you, and secure a steady retirement income stream.
At Reynolds Financial Solutions, we’ll guide you through this transition with clarity and care—so your retirement plan stays flexible, sustainable, and aligned with your goals.
📞 Let’s talk about how this step fits into your bigger retirement picture.
Because small changes today can lead to long-term comfort tomorrow.
📩 RFS.Contact@sunlife.com | ☎️ 403 212 1111
🌐 advisor.sunlife.ca/mitch.reynolds
#RetirementReady #RFSroad #FinancialMilestone #SunLifePartner #RRSPtoRRIF #CanadianRetirement #RetireWithConfidence
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
You’re buying your first home, maybe planning a wedding, or thinking about starting a family. This Sedan Life Stage is all about smart protection and planning ahead for the people you love most.
At Reynolds Financial Solutions, we help you build a foundation for the future — with flexible Sun Life insurance solutions that grow with you as life changes. Because every new chapter deserves protection that moves with you.
Let’s ensure your journey is well-equipped for the long road ahead. 🚗💛
#SedanLifeStage #FinancialPlanning #YoungCouples #LifeInsurance #SunLife #FamilyFirst #RFSJourney
At Reynolds Financial Solutions, we help you build a foundation for the future — with flexible Sun Life insurance solutions that grow with you as life changes. Because every new chapter deserves protection that moves with you.
Let’s ensure your journey is well-equipped for the long road ahead. 🚗💛
#SedanLifeStage #FinancialPlanning #YoungCouples #LifeInsurance #SunLife #FamilyFirst #RFSJourney
You’re buying your first home, maybe planning a wedding, or thinking about starting a family. This Sedan Life Stage is all about smart protection and planning ahead for the people you love most.
At Reynolds Financial Solutions, we help you build a foundation for the future — with flexible Sun Life insurance solutions that grow with you as life changes. Because every new chapter deserves protection that moves with you.
Let’s ensure your journey is well-equipped for the long road ahead. 🚗💛
#SedanLifeStage #FinancialPlanning #YoungCouples #LifeInsurance #SunLife #FamilyFirst #RFSJourney
At Reynolds Financial Solutions, we help you build a foundation for the future — with flexible Sun Life insurance solutions that grow with you as life changes. Because every new chapter deserves protection that moves with you.
Let’s ensure your journey is well-equipped for the long road ahead. 🚗💛
#SedanLifeStage #FinancialPlanning #YoungCouples #LifeInsurance #SunLife #FamilyFirst #RFSJourney
Tax season got you buried in paperwork? 🧾
Don’t forget—it’s not just about filing, it’s about planning. RRSP season is almost here, and those first 60 days of the year are crucial.
✔️ Contribute to your RRSP
✔️ Reduce last year’s tax bill
✔️ Start building long-term retirement strength
At Reynolds Financial Solutions, we don’t just help you file. We help you strategize—so your financial future is strong, smart, and streamlined.
📞 Let’s get your tax-smart savings plan in place before the deadline.
📩 RFS.Contact@sunlife.com | ☎️ 403-212-1111
📍#203, 200 Rivercrest Dr. SE, Calgary, AB
#RRSPSeason #TaxSmart #ReynoldsFinancialSolutions #RetirementPlanning #RFSRoad #SmartMoneyMoves
Don’t forget—it’s not just about filing, it’s about planning. RRSP season is almost here, and those first 60 days of the year are crucial.
✔️ Contribute to your RRSP
✔️ Reduce last year’s tax bill
✔️ Start building long-term retirement strength
At Reynolds Financial Solutions, we don’t just help you file. We help you strategize—so your financial future is strong, smart, and streamlined.
📞 Let’s get your tax-smart savings plan in place before the deadline.
📩 RFS.Contact@sunlife.com | ☎️ 403-212-1111
📍#203, 200 Rivercrest Dr. SE, Calgary, AB
#RRSPSeason #TaxSmart #ReynoldsFinancialSolutions #RetirementPlanning #RFSRoad #SmartMoneyMoves
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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
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.