This is where financial insight meets real-life connection. On this page, you'll find our latest social media posts - sharing everything from practical advice on Insurance & Investments to behind-the-scenes moments with our team here in Mount Pearl, NL.

We believe financial planning should feel approachable, informed, and personal. Whether it's a quick tip, a client appreciation moment, or a celebration at the office, this is where you get a closer look at who we are and how we help.

Stay informed, stay empowered - and let's keep building a future that's as secure as it is meaningful.

A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Today, we're rolling out the red carpet for two very dapper gentlemen: Sir Jasper and Sir Simba, proudly representing Nick's household in style 🎀

Jasper's (15) favorite activity? Stealing socks like it's an Olympic sport.
And Simba (5)? He's just here for the show! (and maybe the treats...)

Stay tuned as we keep rolling out our Meet the Pet Series - because every great team has a few furry coworkers behind the scenes!

#PetSeries #SunLifeTeam #SunLife
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These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.

You’re busy, but taking the time to assess your finances during these times is important.

Reach out and we can create a financial roadmap.
Meet the Pet Series - Jodi's babies: Kurt & Theo
Because behind every great employee... is a pet supervising their Zoom meetings, stealing their snacks, or napping in their chair.

Today, we're meeting Kurt (8), who is a nap-loving fashion icon, and abides by the formula: Good Nap = Loud Snores!
And Theo (5) - a cuddler with a mischievous streak of shredding toilet paper and dragging all over the house!
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You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 
Tossin' bags and takin' names!
Weekly Corn Hole is back!
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You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

#SunLifeOnePlan #YourMoney
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.

Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.
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.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:

- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible

Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
The Canadian Press recently reached out to our very own Michael O'Brien to share insights on how Gen Z is approaching financial advice and investing. We're thrilled and thankful to be part of this national conversation.

Read the article here:
https://www.thecanadianpressnews.ca/business/gen-zs-growing-interest-in-financial-advice-and-investing-fuelled-by-social-media/article_574f4b35-6429-57cc-9462-6a093059001c.html
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:

- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance

If you have questions about how to handle your new income, reach out!
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.
🎥 Check out some of the fun moments from our Client Appreciation BBQ event!
A big thank you to everyone who came out!
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We're incredibly grateful to everyone who donated to support wildfire relief efforts at our Client Appreciation BBQ event.
Thanks to your generosity, we were able to donate $500 to New Life Rescue (Newfoundland) - an animal rescue organization located in Carbonear NL, doing truly inspiring work during this difficult time.

They’ve been actively rescuing animals, supporting evacuees, helping provide meals to those involved in the response, and assisting directly with wildfire efforts. Their team has shown an incredible commitment to both people and pets affected by the fires.

We’re proud to support their mission and encourage you to check them out.

Visit their website here: https://newliferescue.ca

And follow their updates on Facebook: https://www.facebook.com/newliferescue.newfoundland/

Thank you once again to everyone who made this possible. Your kindness is making a real impact. ❤️

Have questions?

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

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