Stay informed
Stay informed with whatโs 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.
Reach out to book a meeting to find out more about the First Home Savings Account!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to book a meeting to find out more about the First Home Savings Account!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Building a strong financial foundation will help you thrive for years to come! ๐ค
Book a meeting with us to create a personalized financial plan for your future together.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Book a meeting with us to create a personalized financial plan for your future together.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Building a strong financial foundation will help you thrive for years to come! ๐ค
Book a meeting with us to create a personalized financial plan for your future together.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Book a meeting with us to create a personalized financial plan for your future together.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
#RetirementPlanning #RRSP #RRIF
In the face of economic challenges, itโs 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Get in touch today to discuss how you can protect your business.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
In the face of economic challenges, itโs 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Get in touch today to discuss how you can protect your business.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Hugs help in hard times and so does a well-diversified portfolio!
When markets shake, your plan shouldnโt. Let us help you recession-proof yours ๐ช
๐ 519-780-5448
โ๏ธ optim@sunlife.com
When markets shake, your plan shouldnโt. Let us help you recession-proof yours ๐ช
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Hugs help in hard times and so does a well-diversified portfolio!
When markets shake, your plan shouldnโt. Let us help you recession-proof yours ๐ช
๐ 519-780-5448
โ๏ธ optim@sunlife.com
When markets shake, your plan shouldnโt. Let us help you recession-proof yours ๐ช
๐ 519-780-5448
โ๏ธ optim@sunlife.com
6 reasons why you need to consider a TFSA when youโre retired:
1. The tax-free advantage
2. Flexible withdrawals with no restrictions
3. Protect your government benefits
4. No age limit for contributions
5. Produce tax-free income
6. Leave a tax-free legacy
No matter what stage of life you are in, letโs talk about how to include a TFSA into your financial strategy.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
1. The tax-free advantage
2. Flexible withdrawals with no restrictions
3. Protect your government benefits
4. No age limit for contributions
5. Produce tax-free income
6. Leave a tax-free legacy
No matter what stage of life you are in, letโs talk about how to include a TFSA into your financial strategy.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
6 reasons why you need to consider a TFSA when youโre retired:
1. The tax-free advantage
2. Flexible withdrawals with no restrictions
3. Protect your government benefits
4. No age limit for contributions
5. Produce tax-free income
6. Leave a tax-free legacy
No matter what stage of life you are in, letโs talk about how to include a TFSA into your financial strategy.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
1. The tax-free advantage
2. Flexible withdrawals with no restrictions
3. Protect your government benefits
4. No age limit for contributions
5. Produce tax-free income
6. Leave a tax-free legacy
No matter what stage of life you are in, letโs talk about how to include a TFSA into your financial strategy.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Nowโs the time when you want every dollar to count!
Letโs work together to create a strategy that lets you breathe easy today while still saving for tomorrow.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Letโs work together to create a strategy that lets you breathe easy today while still saving for tomorrow.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Nowโs the time when you want every dollar to count!
Letโs work together to create a strategy that lets you breathe easy today while still saving for tomorrow.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Letโs work together to create a strategy that lets you breathe easy today while still saving for tomorrow.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Financial Tip Friday!
Reach out to learn more about how we can help you retire early and reach your goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to learn more about how we can help you retire early and reach your goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Financial Tip Friday!
Reach out to learn more about how we can help you retire early and reach your goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to learn more about how we can help you retire early and reach your goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Happy Canada Day from your OPTIM family ๐
Happy Canada Day from your OPTIM family ๐
How much life insurance is the right amount?
Letโs set up some time to discuss the details such as how long you need it and what kind might be right for you.
You can walk out feeling more confident and educated on your options.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Letโs set up some time to discuss the details such as how long you need it and what kind might be right for you.
You can walk out feeling more confident and educated on your options.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Watch video
When you see your future clearly, you make better decisions today!
Your goals are within reach! Let us help you build the future you deserve :)
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Your goals are within reach! Let us help you build the future you deserve :)
๐ 519-780-5448
โ๏ธ optim@sunlife.com
When you see your future clearly, you make better decisions today!
Your goals are within reach! Let us help you build the future you deserve :)
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Your goals are within reach! Let us help you build the future you deserve :)
๐ 519-780-5448
โ๏ธ optim@sunlife.com
At Optim Financial, we help you build a roadmap so you can live confidently, without the โwhat ifsโ.
Whether itโs retirement, education, or lifeโs unexpected moments, weโve got a strategy for you!
Reach out to us today to find out how we can help you with your financial freedom:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Whether itโs retirement, education, or lifeโs unexpected moments, weโve got a strategy for you!
Reach out to us today to find out how we can help you with your financial freedom:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
At Optim Financial, we help you build a roadmap so you can live confidently, without the โwhat ifsโ.
Whether itโs retirement, education, or lifeโs unexpected moments, weโve got a strategy for you!
Reach out to us today to find out how we can help you with your financial freedom:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Whether itโs retirement, education, or lifeโs unexpected moments, weโve got a strategy for you!
Reach out to us today to find out how we can help you with your financial freedom:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Happy Summer Solstice! ๐
Whether you're soaking up the sun or enjoying the extra daylight, take a moment to celebrate the simple joys of the season.
Stay bright, stay well, stay hydrated! Whatโs on your summer bucket list?
#SummerSolstice #HelloSummer
Whether you're soaking up the sun or enjoying the extra daylight, take a moment to celebrate the simple joys of the season.
Stay bright, stay well, stay hydrated! Whatโs on your summer bucket list?
#SummerSolstice #HelloSummer
Happy Summer Solstice! ๐
Whether you're soaking up the sun or enjoying the extra daylight, take a moment to celebrate the simple joys of the season.
Stay bright, stay well, stay hydrated! Whatโs on your summer bucket list?
#SummerSolstice #HelloSummer
Whether you're soaking up the sun or enjoying the extra daylight, take a moment to celebrate the simple joys of the season.
Stay bright, stay well, stay hydrated! Whatโs on your summer bucket list?
#SummerSolstice #HelloSummer
Do you have the best life insurance for your stage of life?
Reach out to us today to review your insurance needs and to see what is best for you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to us today to review your insurance needs and to see what is best for you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Do you have the best life insurance for your stage of life?
Reach out to us today to review your insurance needs and to see what is best for you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to us today to review your insurance needs and to see what is best for you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Happy Father's Day! ๐
Happy Father's Day! ๐
With so much information out there now, itโs hard to know what the best investment decision is for your life.
Let us help you avoid the common investment mistakes and instead, create a personalized, unique investment plan for you to reach your financial goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let us help you avoid the common investment mistakes and instead, create a personalized, unique investment plan for you to reach your financial goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
With so much information out there now, itโs hard to know what the best investment decision is for your life.
Let us help you avoid the common investment mistakes and instead, create a personalized, unique investment plan for you to reach your financial goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let us help you avoid the common investment mistakes and instead, create a personalized, unique investment plan for you to reach your financial goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Are you making the most of your retirement savings? Here are 3 quick ways to potentially boost your money:
1. Catch-up on contributions
2. Optimize your asset allocation
3. Explore tax-efficient withdrawal strategies
Book a meeting with us to find out more about how you can make the most out of your retirement savings!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
1. Catch-up on contributions
2. Optimize your asset allocation
3. Explore tax-efficient withdrawal strategies
Book a meeting with us to find out more about how you can make the most out of your retirement savings!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Are you making the most of your retirement savings? Here are 3 quick ways to potentially boost your money:
1. Catch-up on contributions
2. Optimize your asset allocation
3. Explore tax-efficient withdrawal strategies
Book a meeting with us to find out more about how you can make the most out of your retirement savings!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
1. Catch-up on contributions
2. Optimize your asset allocation
3. Explore tax-efficient withdrawal strategies
Book a meeting with us to find out more about how you can make the most out of your retirement savings!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Remember, it's not just about accumulating wealth โ it's about helping to make it last for generations.
Let's connect and create a strategy tailored to your unique needs and aspirations.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let's connect and create a strategy tailored to your unique needs and aspirations.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Remember, it's not just about accumulating wealth โ it's about helping to make it last for generations.
Let's connect and create a strategy tailored to your unique needs and aspirations.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let's connect and create a strategy tailored to your unique needs and aspirations.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
The value of advice is more than your investment performance. Itโs:
โ Staying on top of market trends and regulations so you donโt have to
โ Holistic planning that keeps your goals front and centre
โ Personalized advice to help ensure you stay on track
Get the value and peace of mind you deserve. Connect with us today:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
โ Staying on top of market trends and regulations so you donโt have to
โ Holistic planning that keeps your goals front and centre
โ Personalized advice to help ensure you stay on track
Get the value and peace of mind you deserve. Connect with us today:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
The value of advice is more than your investment performance. Itโs:
โ Staying on top of market trends and regulations so you donโt have to
โ Holistic planning that keeps your goals front and centre
โ Personalized advice to help ensure you stay on track
Get the value and peace of mind you deserve. Connect with us today:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
โ Staying on top of market trends and regulations so you donโt have to
โ Holistic planning that keeps your goals front and centre
โ Personalized advice to help ensure you stay on track
Get the value and peace of mind you deserve. Connect with us today:
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out today to find out all the ways to utilize your registered savings accounts.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out today to find out all the ways to utilize your registered savings accounts.
๐ 519-780-5448
โ๏ธ 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.