Community involvement and local news

Getting involved and giving back to our community is engrained in everything we do.
How Gen Z is redefining retirement strategies

How Gen Z is redefining retirement strategies

Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.
Investing in Your Child's Future

Investing in Your Child's Future

Life insurance can play a crucial role in securing your family's financial future.

Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. and Senior Vice-President, Retail Advice & Solutions, shares her insights on this important topic.
https://www.linkedin.com/pulse/investing-your-childs-future-leader-voice-rowena-chan-tffgc/?trackingId=vZc%2FaofzRIu148CIyccmFg%3D%3D

Discover how life insurance fits into your financial roadmap. Have questions? Reach out to discuss your unique needs.
Lifestyle changes and new habits for improved health

Lifestyle changes and new habits for improved health

Lifestyle changes to help improve overall health include getting enough exercise, consuming a heart-healthy diet and getting plenty of quality sleep.
Une approche « santé » de la préparation à la retraite | Finance et Investissement

Une approche « santé » de la préparation à la retraite | Finance et Investissement

Tanya Staples étudie les facteurs qui mènent à une bonne planification de la retraite.
Confiance et plan financier vont de pair | Conseiller

Confiance et plan financier vont de pair | Conseiller

Malgré l’incertitude économique qui assombrit l’horizon, les Canadiens qui suivent un plan financier professionnel sont deux fois plus convaincus de leur capacité à pouvoir prendre leur retraite quand ils le voudront que ceux qui n’en ont pas, révèle un nouveau rapport de KPMG.
Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs

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."
Women’s wealth is growing. Here’s how advisors can serve them better | Advisor.ca

Women’s wealth is growing. Here’s how advisors can serve them better | Advisor.ca

Advisors who offer investor education in plain language, and can be a trusted financial sounding board will be in demand.