Stay informed

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.

The countdown is on! ⏳Don’t miss these key contribution deadlines – Your future self will thank you!
Get in touch with us to help maximize your 2025 benefits!
📞 519-780-5448
✉️ optim@sunlife.com
Hello December ❄️
Wondering how you can better build your savings?
Let’s work together to find the best investment strategy for you!
📞 519-780-5448
✉️ optim@sunlife.com
Proud to be able to support The Humane Society of Kitchener Waterloo and Stratford Perth! 🐾
A heartfelt thank you and huge shout out to the Humane Society for all the very important work that they do!
Peak performance starts with a plan! 🏔️
Reach out so we can help map out your future to reach your financial goals.
📞 519-780-5448
✉️ optim@sunlife.com
Have you ticked off these items yet?
Reach out so that we can help you with this checklist and have you ready for the end of the year!
📞 519-780-5448
✉️ optim@sunlife.com
Pay yourself before anything else to help your goals stay on track!
Reach out to learn how to set up automated savings that fit your goals.
📞 519-780-5448
✉️ optim@sunlife.com
Giving back to our community is something we truly value! 🩵
We are so grateful for the opportunity to support Groves Hospital Foundation and the important work they do!
Your health might be uncertain at times but your finances shouldn’t be.
Critical illness insurance provides a lump-sum payment if you are diagnosed with a serious illness like cancer, heart attack, stroke, etc.
This means:
✔️ You can focus on your recovery, not bills.
✔️ You can have coverage for the out-of-pocket medical expenses and/or time off work.
✔️ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesn’t go as planned.
Reach out to us today to learn more:
📞 519-780-5448
✉️ optim@sunlife.com
Every choice you make today echoes in tomorrow’s legacy.
Let us help you build wealth that lasts ✨
📞 519-780-5448
✉️ optim@sunlife.com
Honouring those who served – today and everyday, we remember!
✅ Reminder: It’s time to start planning for the New Year!
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 — taxes, investments, goals, and more.
📞 519-780-5448
✉️ optim@sunlife.com
Do you need life insurance? Short answer - If you have people who rely on you, yes!
Life insurance is very important, but how much and what kind depends on your situation.
Let us walk you through it and help determine what insurance is best for you.
📞 519-780-5448
✉️ optim@sunlife.com
A huge thank you to Denise and Courtney P (not pictured) for running for a cause close to our hearts 🩷 Our office was honoured to donate $2000 to the CIBC Run for the Cure in support of breast cancer awareness and research!
November 2025 marks the 15th anniversary of Financial Literacy Month (FLM) in Canada!
We believe everyone deserves to understand their money 💰
Book a meeting with one of our advisors to become more knowledgeable on your finances!
📞 519-780-5448
✉️ optim@sunlife.com
Happy Halloween! 🎃
Don’t let the spooky season get the best of your finances!
Let us help you avoid common money mistakes and help you reach your financial freedom goals!
📞 519-780-5448
✉️ optim@sunlife.com
What does your retirement look like?
🏝️ Travel? 🧸 Grandkids? 🎨 Hobbies?
Whatever your dream, we’ll help you build the financial path to get there!
📞 519-780-5448
✉️ optim@sunlife.com
Your future self will thank you for the decisions you make today!
Book a meeting to start your financial plan and learn how we can help you reach your goals 🏆🎯
📞 519-780-5448
✉️ optim@sunlife.com
October is a great time to start your year-end tax strategy.
✔️ RRSP contributions
✔️ Charitable giving
✔️ Capital gains review
Let’s optimize your 2025 tax outcome before the deadline crunch.
📞 519-780-5448
✉️ optim@sunlife.com
6 services, 1 goal: Your financial peace of mind!
Reach out to learn more about each service and how we can help you build a better financial future.
📞 519-780-5448
✉️ optim@sunlife.com
Fall is the perfect time to reset your budget — 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.
📞 519-780-5448
✉️ 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.

Let's connect
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.