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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.
Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. [I/we] can help you plan for whatever life brings. Email or call to set up your next appointment today.
#LifeInsuranceAwarenessMonth
#LifeInsuranceAwarenessMonth
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Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
🎓 Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).🎓
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
🎓 Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).🎓
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
5 Steps You Must Take Right Now to Secure Retirement in 20 Years
If you're a couple of decades from retirement, you can pay down debt while saving aggressively for the future.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Today we celebrate the hard work and dedication of workers everywhere.❤️
#LabourDay #Gratitude
Transcript: Happy Labour Day
#LabourDay #Gratitude
Transcript: Happy Labour Day
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The Smartest Growth Stock to Invest $5,000 in Right Now
Smart investors invest in businesses using the stock price to analyze the perfect buying price. Here is a smart growth stock to consider.
Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.
#SunLifeOnePlan #YourFinances #FinancialGoals
#SunLifeOnePlan #YourFinances #FinancialGoals
Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.
#SunLifeOnePlan #YourFinances #FinancialGoals
#SunLifeOnePlan #YourFinances #FinancialGoals
Simply Put: What is a an RESP?
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
Video: https://youtu.be/YxVOU8ZO8Y4?si=R3J7XW3x2IngTsMC
Video: https://youtu.be/YxVOU8ZO8Y4?si=R3J7XW3x2IngTsMC
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
A healthier, wealthier future for women starts now. 🌟
Women make up nearly half of Canada’s workforce and will control $4 trillion in assets by 2028.
But the gaps are still too wide:
💰 Women retire with 30% less wealth than men
❤️ Women spend 25% more time in poor health
💼 40% have made career-limiting decisions due to health or caregiving
The upside? Change creates ripple effects. Women with savings enjoy better health, stronger well-being, and greater optimism about their future.
At Sun Life, we’re helping close these gaps by focusing on:
✅ Access – to the right health, wealth, and insurance solutions
✅ Activation – with tools, guidance, and workplace support
✅ Advocacy – tackling systemic barriers to women’s success
Together, we can build a brighter future; for women, and for everyone. 💛
🔗 Learn more https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/#iwd
#WomenAndWealth #FinancialSecurity #WomensHealth #Leadership
Women make up nearly half of Canada’s workforce and will control $4 trillion in assets by 2028.
But the gaps are still too wide:
💰 Women retire with 30% less wealth than men
❤️ Women spend 25% more time in poor health
💼 40% have made career-limiting decisions due to health or caregiving
The upside? Change creates ripple effects. Women with savings enjoy better health, stronger well-being, and greater optimism about their future.
At Sun Life, we’re helping close these gaps by focusing on:
✅ Access – to the right health, wealth, and insurance solutions
✅ Activation – with tools, guidance, and workplace support
✅ Advocacy – tackling systemic barriers to women’s success
Together, we can build a brighter future; for women, and for everyone. 💛
🔗 Learn more https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/#iwd
#WomenAndWealth #FinancialSecurity #WomensHealth #Leadership
A healthier, wealthier future for women starts now. 🌟
Women make up nearly half of Canada’s workforce and will control $4 trillion in assets by 2028.
But the gaps are still too wide:
💰 Women retire with 30% less wealth than men
❤️ Women spend 25% more time in poor health
💼 40% have made career-limiting decisions due to health or caregiving
The upside? Change creates ripple effects. Women with savings enjoy better health, stronger well-being, and greater optimism about their future.
At Sun Life, we’re helping close these gaps by focusing on:
✅ Access – to the right health, wealth, and insurance solutions
✅ Activation – with tools, guidance, and workplace support
✅ Advocacy – tackling systemic barriers to women’s success
Together, we can build a brighter future; for women, and for everyone. 💛
🔗 Learn more https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/#iwd
#WomenAndWealth #FinancialSecurity #WomensHealth #Leadership
Women make up nearly half of Canada’s workforce and will control $4 trillion in assets by 2028.
But the gaps are still too wide:
💰 Women retire with 30% less wealth than men
❤️ Women spend 25% more time in poor health
💼 40% have made career-limiting decisions due to health or caregiving
The upside? Change creates ripple effects. Women with savings enjoy better health, stronger well-being, and greater optimism about their future.
At Sun Life, we’re helping close these gaps by focusing on:
✅ Access – to the right health, wealth, and insurance solutions
✅ Activation – with tools, guidance, and workplace support
✅ Advocacy – tackling systemic barriers to women’s success
Together, we can build a brighter future; for women, and for everyone. 💛
🔗 Learn more https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/#iwd
#WomenAndWealth #FinancialSecurity #WomensHealth #Leadership
Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs
"Planning for retirement isn’t just about crunching numbers and growing your nest egg; it’s about achieving a balance between living well today and securing financial freedom for tomorrow."
Waiting for interest rates to drop? Here’s what Canadians need to know before renewing their mortgage
The next Bank of Canada interest rate announcement is July 30. If your mortgage is up for renewal, Rates.ca has these important tips.
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.