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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.
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Every sunset marks an ending, but also a beginning.
The more I work with people planning for retirement, the more I see it: being financially ready doesn't always mean being personally ready.
There's often a gap between the numbers and the meaning - between financial security and a sense of purpose.
That's the gap I want to bridge.
Because retirement isn't an ending. It's a transition.
#newchapter #lifepurpose #retirementredefined
The more I work with people planning for retirement, the more I see it: being financially ready doesn't always mean being personally ready.
There's often a gap between the numbers and the meaning - between financial security and a sense of purpose.
That's the gap I want to bridge.
Because retirement isn't an ending. It's a transition.
#newchapter #lifepurpose #retirementredefined
Every sunset marks an ending, but also a beginning.
The more I work with people planning for retirement, the more I see it: being financially ready doesn't always mean being personally ready.
There's often a gap between the numbers and the meaning - between financial security and a sense of purpose.
That's the gap I want to bridge.
Because retirement isn't an ending. It's a transition.
#newchapter #lifepurpose #retirementredefined
The more I work with people planning for retirement, the more I see it: being financially ready doesn't always mean being personally ready.
There's often a gap between the numbers and the meaning - between financial security and a sense of purpose.
That's the gap I want to bridge.
Because retirement isn't an ending. It's a transition.
#newchapter #lifepurpose #retirementredefined
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
There’s something about Algonquin that just clears the mind and slows everything down. Being surrounded by trees, lakes, and endless sky reminds me how important it is to step away from the noise and breathe.
Time in nature isn’t just a break from life; it’s a reset. It’s moments with yourself, laughter with family, and the kind of calm that sticks with you long after you leave.
If you’ve been running on autopilot, take a moment to step outside. Nature has a way of showing you what really matters. 🌿💛
Time in nature isn’t just a break from life; it’s a reset. It’s moments with yourself, laughter with family, and the kind of calm that sticks with you long after you leave.
If you’ve been running on autopilot, take a moment to step outside. Nature has a way of showing you what really matters. 🌿💛
There’s something about Algonquin that just clears the mind and slows everything down. Being surrounded by trees, lakes, and endless sky reminds me how important it is to step away from the noise and breathe.
Time in nature isn’t just a break from life; it’s a reset. It’s moments with yourself, laughter with family, and the kind of calm that sticks with you long after you leave.
If you’ve been running on autopilot, take a moment to step outside. Nature has a way of showing you what really matters. 🌿💛
Time in nature isn’t just a break from life; it’s a reset. It’s moments with yourself, laughter with family, and the kind of calm that sticks with you long after you leave.
If you’ve been running on autopilot, take a moment to step outside. Nature has a way of showing you what really matters. 🌿💛
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Watch video
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. 📞226-347-8843📞
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today. 📞226-347-8843📞
#SunLifeOnePlan #FinancialSecurity
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. 📞226-347-8843📞
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today. 📞226-347-8843📞
#SunLifeOnePlan #FinancialSecurity
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today. 📞226-348-8843📞
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today. 📞226-348-8843📞
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today. 📞226-348-8843📞
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today. 📞226-348-8843📞
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Today, I want to take a moment to give thanks.
To the farmers who put in the hard work, so we can enjoy the food on our tables. To my family, for your love and support through it all. To my friends, for the kindness, love, and endless laughter you bring into my life.
Gratitude runs deep today. My heart is extra full thinking about all the love, care, and connection in my life.
To the farmers who put in the hard work, so we can enjoy the food on our tables. To my family, for your love and support through it all. To my friends, for the kindness, love, and endless laughter you bring into my life.
Gratitude runs deep today. My heart is extra full thinking about all the love, care, and connection in my life.
Today, I want to take a moment to give thanks.
To the farmers who put in the hard work, so we can enjoy the food on our tables. To my family, for your love and support through it all. To my friends, for the kindness, love, and endless laughter you bring into my life.
Gratitude runs deep today. My heart is extra full thinking about all the love, care, and connection in my life.
To the farmers who put in the hard work, so we can enjoy the food on our tables. To my family, for your love and support through it all. To my friends, for the kindness, love, and endless laughter you bring into my life.
Gratitude runs deep today. My heart is extra full thinking about all the love, care, and connection in my life.
Last night I went to Frank’s Wisdom Wednesday at Ember Ridge, and it was such a great night. Great turnout, beautiful venue, and a really inspiring atmosphere. I walked away with a lot of wisdom (hence the name), and I’m really grateful for the experience. Thank you, Frank, for bringing such an amazing group together.
Last night I went to Frank’s Wisdom Wednesday at Ember Ridge, and it was such a great night. Great turnout, beautiful venue, and a really inspiring atmosphere. I walked away with a lot of wisdom (hence the name), and I’m really grateful for the experience. Thank you, Frank, for bringing such an amazing group together.
Emerging markets return to favour
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
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.
Ghouls Night Out 👻✨
Cocktails • Costumes • Connection
Celebrate women with us on Oct 30 🥂
Dress as your favourite icon & join the fun!
📍 Aloe Lounge, Windsor | 5:30–7:30 PM
Cocktails • Costumes • Connection
Celebrate women with us on Oct 30 🥂
Dress as your favourite icon & join the fun!
📍 Aloe Lounge, Windsor | 5:30–7:30 PM
Ghouls Night Out 👻✨
Cocktails • Costumes • Connection
Celebrate women with us on Oct 30 🥂
Dress as your favourite icon & join the fun!
📍 Aloe Lounge, Windsor | 5:30–7:30 PM
Cocktails • Costumes • Connection
Celebrate women with us on Oct 30 🥂
Dress as your favourite icon & join the fun!
📍 Aloe Lounge, Windsor | 5:30–7:30 PM
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.🔒🔑
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.🔒🔑
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.🔒🔑
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.🔒🔑
#SunLifeOnePlan #Insurance #YourWealth
Personal Finance To Public Good: How Financial Literacy Creates Impact
The journey to financial empowerment begins with individuals, but its true power lies in how it transforms communities.
🧡 National Day for Truth and Reconciliation 🧡
Today we remember the children who never came home and honour the survivors, families, and communities impacted by residential schools.
At Sun Life, we’re committed to listening, learning and taking action by building partnerships with Indigenous organizations, creating opportunities and supporting programs that foster health, wellness and financial security.
Reconciliation isn’t just today. It’s every day. 🧡
#TruthAndReconciliation #EveryChildMatters
Today we remember the children who never came home and honour the survivors, families, and communities impacted by residential schools.
At Sun Life, we’re committed to listening, learning and taking action by building partnerships with Indigenous organizations, creating opportunities and supporting programs that foster health, wellness and financial security.
Reconciliation isn’t just today. It’s every day. 🧡
#TruthAndReconciliation #EveryChildMatters
🧡 National Day for Truth and Reconciliation 🧡
Today we remember the children who never came home and honour the survivors, families, and communities impacted by residential schools.
At Sun Life, we’re committed to listening, learning and taking action by building partnerships with Indigenous organizations, creating opportunities and supporting programs that foster health, wellness and financial security.
Reconciliation isn’t just today. It’s every day. 🧡
#TruthAndReconciliation #EveryChildMatters
Today we remember the children who never came home and honour the survivors, families, and communities impacted by residential schools.
At Sun Life, we’re committed to listening, learning and taking action by building partnerships with Indigenous organizations, creating opportunities and supporting programs that foster health, wellness and financial security.
Reconciliation isn’t just today. It’s every day. 🧡
#TruthAndReconciliation #EveryChildMatters
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
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.