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Your family means the world to you, as they should.

Let’s protect their future and work towards giving them everything that they need and deserve.

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.

2026-05-04T14:00:00 - 2026-05-05T02:00:00

Community Day at the Golden Golf Club

All day - Free golf, driving range and mini-golf for Golden and Area A residents with a food bank donation.

BBQ on the patio from 2-7pm MST by donation.

All proceeds go to the Golden Food Bank.

The Mountain Life Financial Team will be there to meet & greet from 2-7pm MST

Event details

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Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/mountainlife/

Mark your calendar, great event to support a great cause!

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

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

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

#SunLifeOnePlan #FinancialSecurity

Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.

https://www.sunlife.ca/en/choices/leaving-group-investments/

#CareerTransition #InvestmentPlanning

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Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.

Join us for community day!

Mark your calendars!

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/mountainlife/

How to talk to your kids about investing

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.rbcgam.com/en/ca/learn-plan/investment-basics/how-to-talk-to-your-kids-about-investing/detail

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.

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We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/mountainlife/

Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/mountainlife/

8 Sources of Healthy Fats That Aren't Avocado

Avocados are one of the healthiest high-fat foods you can eat. However, there are plenty of other nutrient-dense fats to include in meals and snacks. Here are eight healthy fats worth adding to your diet that aren’t avocado.

https://advisor.sunlife.ca/mountainlife/

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As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/mountainlife/

#CanadianBusiness #TaxPlanning #IncomeTaxes

Spring is here, and so is home buying season! 🏡

Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.

Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/mountainlife/

#HomeBuyingSeason #DreamHome #RealEstateGoals

World Health Day reminds us that health is our greatest asset. 💚

A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges

Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.

Let's chat about comprehensive health coverage that gives you confidence. https://advisor.sunlife.ca/mountainlife/

Be prepared for whatever your next chapter brings. I can help you reach your financial goals.

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A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/mountainlife/

#SunLifeOnePlan

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/

Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.

Have questions?

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

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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.