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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.

Remember, it's not just about accumulating wealth — it's about helping to make it last for generations.
Let's connect and create a strategy tailored to your unique needs and aspirations.
📞 519-780-5448
✉️ optim@sunlife.com
The value of advice is more than your investment performance. It’s:
✅ Staying on top of market trends and regulations so you don’t have to
✅ Holistic planning that keeps your goals front and centre
✅ Personalized advice to help ensure you stay on track
Get the value and peace of mind you deserve. Connect with us today:
📞 519-780-5448
✉️ optim@sunlife.com
Whether you're just starting your financial journey or looking to optimize registered savings, we are here to help!
Reach out today to find out all the ways to utilize your registered savings accounts.
📞 519-780-5448
✉️ optim@sunlife.com
Happy Friday! :)
Very grateful for all the fun times we get together as a team!
At Optim, we help you turn financial confidence into freedom so you can enjoy the retirement you’ve worked hard for!
Let’s make your next chapter the best one yet ✅
📞 519-780-5448
✉️ optim@sunlife.com
Spring cleaning isn’t just for your closets!
Let us help organize your investments and set new goals.
📞 519-780-5448
✉️ optim@sunlife.com
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and you have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
📞 519-780-5448
✉️ optim@sunlife.com
From selecting the best investment accounts to building a solid financial plan to navigating the right insurance coverage for you, we will guide you every step of the way!
Let us help you turn your dream home into a reality!
📞 519-780-5448
✉️ optim@sunlife.com
Today, we celebrate the real superheroes - the women who inspire us daily!
Happy Mother’s Day to all the incredible moms out there!
Had a lovely time out for breakfast celebrating Administrative Professionals’ Day!
We are so grateful for our amazing Admin staff and all that they do for us, and our Clients!
We’re here to help you make smart, confident decisions for your financial future!
Reach out today and let us help you reach your goals.
📞 519-780-5448
✉️ optim@sunlife.com
It’s never too early to start planning your future! 📝
Your legacy matters and we’re here to help you create a thoughtful, effective plan for you and your loved ones.
📞 519-780-5448
✉️ optim@sunlife.com
At Optim, we’re here to help you build a financial strategy that stands the test of time and the markets!
Let us help you create a plan that keeps you secure and helps your wealth to continue to grow 📈
📞 519-780-5448
✉️ optim@sunlife.com
At Optim, your goals are our priority! We’re always here to ensure you’re on the right path.
Reach out today to start your journey to financial success!
📞 519-780-5448
✉️ optim@sunlife.com
Guard your loved one’s futures with the protection of insurance!
Reach out today to learn more about your insurance options and how you can protect your family.

📞 519-780-5448
✉️ optim@sunlife.com
Happy Easter from your Optim Team 🐰

📞 519-780-5448
✉️ optim@sunlife.com
Investing for today, tomorrow and every stage in between 💸
No matter where you are in life, we’ve got a strategy for you!

📞 519-780-5448
✉️ optim@sunlife.com
There is no better time than now!
Start your financial journey with us and together we will rise above your financial challenges and help you reach new peaks ⛰️

📞 519-780-5448
✉️ optim@sunlife.com
We are so grateful for the opportunity to give back and make a difference together as a team!
A big thanks to Janice and Rebecca on our team who volunteer at the Humane Society every week.
And a shoutout to The Humane Society of Kitchener Waterloo & Stratford Perth and The Guelph Humane Society for all the amazing things that they do!


📞 519-780-5448
✉️ optim@sunlife.com
Your financial goals are within reach 💰
Let’s make a plan to help save and succeed!
📞 519-780-5448
✉️ optim@sunlife.com

Have questions?

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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.