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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.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Inflation ticked up to 2% in October after previous month's steep drop in gas prices | CBC News
Inflation ticked up to 2% in October after previous month's steep drop in gas prices
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? We can help you figure out what’s right for your unique situation.
#mountainlifefinancial
#mountainlifefinancial
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Reach out to us to discuss what life insurance might be right for you.
#mountainlifefinancial
#mountainlifefinancial
Allocation Views: Balanced risk across assets
Dive into expert insights on building and preserving wealth in today’s economic landscape.
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.
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.
How Canada’s large pension funds are approaching green investment disclosures | Benefits Canada.com
Institutional investors are disclosing the environmental impact of their assets through increasingly sophisticated sustainability reports that use the latest disclosure metrics.
Inflation expected to drop in July, giving Bank of Canada more ammo to cut at its next meeting
The Bank of Canada is expected to cut its policy rate at its next meeting in September, something that will become even more likely if economists’ predictions that inflation continued to cool last month come true.
Want to keep your brain sharp? Here are 5 things you can do | CBC Radio
Want to keep your brain sharp? Here are 5 things you can do
Exercise, sleep, social connections all key to avoiding cognitive decline
Exercise, sleep, social connections all key to avoiding cognitive decline
wildfire
If you or someone you know has been impacted by wildfires, check out the link for replacing government documents at no cost and other measures recently implemented.
Have questions? We can help #mountainlifefinancial
Have questions? We can help #mountainlifefinancial
Bank of Canada lowers key interest rate to 4.5%, delivering back-to-back cuts
Yesterday, the BOC (Bank of Canada) cut rates again; in June rates were reduced from 5% to 4.75% and now it's down to 4.5% with signals of more to come in the following months. Reach out if you want to discuss how rates are relevant to your specific financial situation.
#mountainlifefinancial
#mountainlifefinancial
Canadians worried about inflation, income and potential recession: survey
A new survey says Canadians are feeling less optimistic about their finances, with respondents worried about inflation, income levels and a potential recession at the midpoint of the year.
Worried about your financial situation? We can help!
Mountain Life Financial - we are a local, small town business with qualified advisors and a financial planner on staff to help you navigate these challenging times
Worried about your financial situation? We can help!
Mountain Life Financial - we are a local, small town business with qualified advisors and a financial planner on staff to help you navigate these challenging times
Great tournament Golden Golf Club!
We were happy to not only play, but sponsor as well
We were happy to not only play, but sponsor as well
Great tournament Golden Golf Club!
We were happy to not only play, but sponsor as well
We were happy to not only play, but sponsor as well
Congratulations to all the 2024 Graduates!
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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.