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Stay informed with whatβs 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.
Fall is the perfect time to reset your budget β watch for rising utility bills and holiday expenses sneaking in early!
Reach out to us to review your budget and planning for the rest of the year and the new year.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to us to review your budget and planning for the rest of the year and the new year.
π 519-780-5448
βοΈ optim@sunlife.com
Fall is the perfect time to reset your budget β watch for rising utility bills and holiday expenses sneaking in early!
Reach out to us to review your budget and planning for the rest of the year and the new year.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to us to review your budget and planning for the rest of the year and the new year.
π 519-780-5448
βοΈ optim@sunlife.com
Which account should you choose?
The right account depends on your financial goals and both can be great options!
Whether youβre saving for retirement or a big purchase, understanding the difference is key.
Reach out to us to get personalized advice tailored to your situation:
π 519-780-5448
βοΈ optim@sunlife.com
The right account depends on your financial goals and both can be great options!
Whether youβre saving for retirement or a big purchase, understanding the difference is key.
Reach out to us to get personalized advice tailored to your situation:
π 519-780-5448
βοΈ optim@sunlife.com
Which account should you choose?
The right account depends on your financial goals and both can be great options!
Whether youβre saving for retirement or a big purchase, understanding the difference is key.
Reach out to us to get personalized advice tailored to your situation:
π 519-780-5448
βοΈ optim@sunlife.com
The right account depends on your financial goals and both can be great options!
Whether youβre saving for retirement or a big purchase, understanding the difference is key.
Reach out to us to get personalized advice tailored to your situation:
π 519-780-5448
βοΈ optim@sunlife.com
Your financial success, security and happiness is our mission!
Meet the team that helps you make it all happen π€ π
π 519-780-5448
βοΈ optim@sunlife.com
Meet the team that helps you make it all happen π€ π
π 519-780-5448
βοΈ optim@sunlife.com
Your financial success, security and happiness is our mission!
Meet the team that helps you make it all happen π€ π
π 519-780-5448
βοΈ optim@sunlife.com
Meet the team that helps you make it all happen π€ π
π 519-780-5448
βοΈ optim@sunlife.com
The sooner you start, the more your money can growβwithout doing more.
Reach out to us today to review your investing options and to start growing your money for your future!
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to us today to review your investing options and to start growing your money for your future!
π 519-780-5448
βοΈ optim@sunlife.com
The sooner you start, the more your money can growβwithout doing more.
Reach out to us today to review your investing options and to start growing your money for your future!
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to us today to review your investing options and to start growing your money for your future!
π 519-780-5448
βοΈ optim@sunlife.com
Financial stress can impact your overall wellbeing. A clear financial plan = peace of mind.
Let us help you feel confident in your financial future!
π 519-780-5448
βοΈ optim@sunlife.com
Let us help you feel confident in your financial future!
π 519-780-5448
βοΈ optim@sunlife.com
Financial stress can impact your overall wellbeing. A clear financial plan = peace of mind.
Let us help you feel confident in your financial future!
π 519-780-5448
βοΈ optim@sunlife.com
Let us help you feel confident in your financial future!
π 519-780-5448
βοΈ optim@sunlife.com
Letβs talk about how to beginβright where you are.
Start wherever you can, stay consistent, and watch your money grow π±
π 519-780-5448
βοΈ optim@sunlife.com
Start wherever you can, stay consistent, and watch your money grow π±
π 519-780-5448
βοΈ optim@sunlife.com
Letβs talk about how to beginβright where you are.
Start wherever you can, stay consistent, and watch your money grow π±
π 519-780-5448
βοΈ optim@sunlife.com
Start wherever you can, stay consistent, and watch your money grow π±
π 519-780-5448
βοΈ optim@sunlife.com
Need to retire early or wanting to retire early, and need to know if you can?
Book a meeting with one of our advisors to review these 5 questions and to see what will be best for your future.
π 519-780-5448
βοΈ optim@sunlife.com
Book a meeting with one of our advisors to review these 5 questions and to see what will be best for your future.
π 519-780-5448
βοΈ optim@sunlife.com
Need to retire early or wanting to retire early, and need to know if you can?
Book a meeting with one of our advisors to review these 5 questions and to see what will be best for your future.
π 519-780-5448
βοΈ optim@sunlife.com
Book a meeting with one of our advisors to review these 5 questions and to see what will be best for your future.
π 519-780-5448
βοΈ optim@sunlife.com
Your future deserves more than a wish! It deserves a plan, and we want to help you reach your goals!
π 519-780-5448
βοΈ optim@sunlife.com
π 519-780-5448
βοΈ optim@sunlife.com
Your future deserves more than a wish! It deserves a plan, and we want to help you reach your goals!
π 519-780-5448
βοΈ optim@sunlife.com
π 519-780-5448
βοΈ optim@sunlife.com
The biggest mistake we are seeing people make - Not starting a financial plan soon enough!
Reach out to book a meeting to get your personalized financial plan started and learn how to reach your goals.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to book a meeting to get your personalized financial plan started and learn how to reach your goals.
π 519-780-5448
βοΈ optim@sunlife.com
Watch video
The key to big dreams is planning early!
Reach out today to find out more about a Registered Education Savings Plan (RESP).
π 519-780-5448
βοΈ optim@sunlife.com
Reach out today to find out more about a Registered Education Savings Plan (RESP).
π 519-780-5448
βοΈ optim@sunlife.com
The key to big dreams is planning early!
Reach out today to find out more about a Registered Education Savings Plan (RESP).
π 519-780-5448
βοΈ optim@sunlife.com
Reach out today to find out more about a Registered Education Savings Plan (RESP).
π 519-780-5448
βοΈ optim@sunlife.com
Just like a medical check up, your finances need a check up as well to keep your plan on track to help reach your goals!
Let us help you make sure that you are financially healthy.
π 519-780-5448
βοΈ optim@sunlife.com
Let us help you make sure that you are financially healthy.
π 519-780-5448
βοΈ optim@sunlife.com
Just like a medical check up, your finances need a check up as well to keep your plan on track to help reach your goals!
Let us help you make sure that you are financially healthy.
π 519-780-5448
βοΈ optim@sunlife.com
Let us help you make sure that you are financially healthy.
π 519-780-5448
βοΈ optim@sunlife.com
Financial tips Friday!
Reach out to us today to learn how we can help you with putting all these tips into action.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to us today to learn how we can help you with putting all these tips into action.
π 519-780-5448
βοΈ optim@sunlife.com
Financial tips Friday!
Reach out to us today to learn how we can help you with putting all these tips into action.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to us today to learn how we can help you with putting all these tips into action.
π 519-780-5448
βοΈ optim@sunlife.com
At Optim we offer tailored estate planning strategies to help protect your assets and ensure your wishes are fulfilled.
Reach out to learn more:
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to learn more:
π 519-780-5448
βοΈ optim@sunlife.com
At Optim we offer tailored estate planning strategies to help protect your assets and ensure your wishes are fulfilled.
Reach out to learn more:
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to learn more:
π 519-780-5448
βοΈ optim@sunlife.com
Because life is too important to leave to chance.
Letβs plan it together!
π 519-780-5448
βοΈ optim@sunlife.com
Letβs plan it together!
π 519-780-5448
βοΈ optim@sunlife.com
Because life is too important to leave to chance.
Letβs plan it together!
π 519-780-5448
βοΈ optim@sunlife.com
Letβs plan it together!
π 519-780-5448
βοΈ optim@sunlife.com
Your goals, our guidance!
Weβre here to help you make smart, confident financial decisions.
π 519-780-5448
βοΈ optim@sunlife.com
Weβre here to help you make smart, confident financial decisions.
π 519-780-5448
βοΈ optim@sunlife.com
Your goals, our guidance!
Weβre here to help you make smart, confident financial decisions.
π 519-780-5448
βοΈ optim@sunlife.com
Weβre here to help you make smart, confident financial decisions.
π 519-780-5448
βοΈ optim@sunlife.com
Every great financial plan starts with a budget.
At OPTIM, we help you create a budget that reflects your goals β not just your bills.
π 519-780-5448
βοΈ optim@sunlife.com
At OPTIM, we help you create a budget that reflects your goals β not just your bills.
π 519-780-5448
βοΈ optim@sunlife.com
Every great financial plan starts with a budget.
At OPTIM, we help you create a budget that reflects your goals β not just your bills.
π 519-780-5448
βοΈ optim@sunlife.com
At OPTIM, we help you create a budget that reflects your goals β not just your bills.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to book a meeting to find out more about the First Home Savings Account!
π 519-780-5448
βοΈ optim@sunlife.com
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to book a meeting to find out more about the First Home Savings Account!
π 519-780-5448
βοΈ optim@sunlife.com
π 519-780-5448
βοΈ optim@sunlife.com
Building a strong financial foundation will help you thrive for years to come! π€
Book a meeting with us to create a personalized financial plan for your future together.
π 519-780-5448
βοΈ optim@sunlife.com
Book a meeting with us to create a personalized financial plan for your future together.
π 519-780-5448
βοΈ optim@sunlife.com
Building a strong financial foundation will help you thrive for years to come! π€
Book a meeting with us to create a personalized financial plan for your future together.
π 519-780-5448
βοΈ optim@sunlife.com
Book a meeting with us to create a personalized financial plan for your future together.
π 519-780-5448
βοΈ optim@sunlife.com
Turning 71 soon? It's time to talk about your RRSP!
Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
π 519-780-5448
βοΈ optim@sunlife.com
#RetirementPlanning #RRSP #RRIF
Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
π 519-780-5448
βοΈ optim@sunlife.com
#RetirementPlanning #RRSP #RRIF
Turning 71 soon? It's time to talk about your RRSP!
Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
π 519-780-5448
βοΈ optim@sunlife.com
#RetirementPlanning #RRSP #RRIF
Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
π 519-780-5448
βοΈ optim@sunlife.com
#RetirementPlanning #RRSP #RRIF
In the face of economic challenges, itβs important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
π 519-780-5448
βοΈ optim@sunlife.com
Get in touch today to discuss how you can protect your business.
π 519-780-5448
βοΈ optim@sunlife.com
In the face of economic challenges, itβs important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
π 519-780-5448
βοΈ optim@sunlife.com
Get in touch today to discuss how you can protect your business.
π 519-780-5448
βοΈ optim@sunlife.com
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.