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Simply Put: What is a TFSA?

Simply Put: What is a TFSA?

🤔 Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.

Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.

Still have TFSA questions? Contact me for help! 📞226-347-8843📞

#TFSA #FinancialGoals
How do I get the right personal health insurance?

How do I get the right personal health insurance?

Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.

Learn more in this article.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!🤝

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started.



Script: Let's help make your freelance dreams financially sustainable
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
5 Steps You Must Take Right Now to Secure Retirement in 20 Years

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.

Have questions?

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

Sunlife
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.