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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.
Proud to be able to support The Humane Society of Kitchener Waterloo and Stratford Perth! πΎ
A heartfelt thank you and huge shout out to the Humane Society for all the very important work that they do!
A heartfelt thank you and huge shout out to the Humane Society for all the very important work that they do!
Proud to be able to support The Humane Society of Kitchener Waterloo and Stratford Perth! πΎ
A heartfelt thank you and huge shout out to the Humane Society for all the very important work that they do!
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! ποΈ
Reach out so we can help map out your future to reach your financial goals.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out so we can help map out your future to reach your financial goals.
π 519-780-5448
βοΈ optim@sunlife.com
Peak performance starts with a plan! ποΈ
Reach out so we can help map out your future to reach your financial goals.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out so we can help map out your future to reach your financial goals.
π 519-780-5448
βοΈ 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!
π 519-780-5448
βοΈ optim@sunlife.com
Reach out so that we can help you with this checklist and have you ready for the end of the year!
π 519-780-5448
βοΈ 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!
π 519-780-5448
βοΈ optim@sunlife.com
Reach out so that we can help you with this checklist and have you ready for the end of the year!
π 519-780-5448
βοΈ 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.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to learn how to set up automated savings that fit your goals.
π 519-780-5448
βοΈ 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.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to learn how to set up automated savings that fit your goals.
π 519-780-5448
βοΈ optim@sunlife.com
Giving back to our community is something we truly value! π©΅
We are so grateful for the opportunity to support Groves Hospital Foundation and the important work they do!
We are so grateful for the opportunity to support Groves Hospital Foundation and the important work they do!
Giving back to our community is something we truly value! π©΅
We are so grateful for the opportunity to support Groves Hospital Foundation and the important work they do!
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 shouldnβt 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:
βοΈ You can focus on your recovery, not bills.
βοΈ You can have coverage for the out-of-pocket medical expenses and/or time off work.
βοΈ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesnβt go as planned.
Reach out to us today to learn more:
π 519-780-5448
βοΈ optim@sunlife.com
Critical illness insurance provides a lump-sum payment if you are diagnosed with a serious illness like cancer, heart attack, stroke, etc.
This means:
βοΈ You can focus on your recovery, not bills.
βοΈ You can have coverage for the out-of-pocket medical expenses and/or time off work.
βοΈ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesnβt go as planned.
Reach out to us today to learn more:
π 519-780-5448
βοΈ optim@sunlife.com
Your health might be uncertain at times but your finances shouldnβt 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:
βοΈ You can focus on your recovery, not bills.
βοΈ You can have coverage for the out-of-pocket medical expenses and/or time off work.
βοΈ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesnβt go as planned.
Reach out to us today to learn more:
π 519-780-5448
βοΈ optim@sunlife.com
Critical illness insurance provides a lump-sum payment if you are diagnosed with a serious illness like cancer, heart attack, stroke, etc.
This means:
βοΈ You can focus on your recovery, not bills.
βοΈ You can have coverage for the out-of-pocket medical expenses and/or time off work.
βοΈ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesnβt go as planned.
Reach out to us today to learn more:
π 519-780-5448
βοΈ optim@sunlife.com
Every choice you make today echoes in tomorrowβs legacy.
Let us help you build wealth that lasts β¨
π 519-780-5448
βοΈ optim@sunlife.com
Let us help you build wealth that lasts β¨
π 519-780-5448
βοΈ optim@sunlife.com
Every choice you make today echoes in tomorrowβs legacy.
Let us help you build wealth that lasts β¨
π 519-780-5448
βοΈ optim@sunlife.com
Let us help you build wealth that lasts β¨
π 519-780-5448
βοΈ optim@sunlife.com
Honouring those who served β today and everyday, we remember!
Honouring those who served β today and everyday, we remember!
β
Reminder: Itβs time to start planning for the New Year!
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 β taxes, investments, goals, and more.
π 519-780-5448
βοΈ optim@sunlife.com
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 β taxes, investments, goals, and more.
π 519-780-5448
βοΈ optim@sunlife.com
β
Reminder: Itβs time to start planning for the New Year!
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 β taxes, investments, goals, and more.
π 519-780-5448
βοΈ optim@sunlife.com
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 β taxes, investments, goals, and more.
π 519-780-5448
βοΈ 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.
π 519-780-5448
βοΈ optim@sunlife.com
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.
π 519-780-5448
βοΈ 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.
π 519-780-5448
βοΈ optim@sunlife.com
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.
π 519-780-5448
βοΈ optim@sunlife.com
A huge thank you to Denise and Courtney P (not pictured) for running for a cause close to our hearts π©· Our office was honoured to donate $2000 to the CIBC Run for the Cure in support of breast cancer awareness and research!
A huge thank you to Denise and Courtney P (not pictured) for running for a cause close to our hearts π©· 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 π°
Book a meeting with one of our advisors to become more knowledgeable on your finances!
π 519-780-5448
βοΈ optim@sunlife.com
We believe everyone deserves to understand their money π°
Book a meeting with one of our advisors to become more knowledgeable on your finances!
π 519-780-5448
βοΈ optim@sunlife.com
November 2025 marks the 15th anniversary of Financial Literacy Month (FLM) in Canada!
We believe everyone deserves to understand their money π°
Book a meeting with one of our advisors to become more knowledgeable on your finances!
π 519-780-5448
βοΈ optim@sunlife.com
We believe everyone deserves to understand their money π°
Book a meeting with one of our advisors to become more knowledgeable on your finances!
π 519-780-5448
βοΈ optim@sunlife.com
Happy Halloween! π
Donβt 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!
π 519-780-5448
βοΈ optim@sunlife.com
Donβt 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!
π 519-780-5448
βοΈ optim@sunlife.com
Happy Halloween! π
Donβt 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!
π 519-780-5448
βοΈ optim@sunlife.com
Donβt 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!
π 519-780-5448
βοΈ optim@sunlife.com
What does your retirement look like?
ποΈ Travel? π§Έ Grandkids? π¨ Hobbies?
Whatever your dream, weβll help you build the financial path to get there!
π 519-780-5448
βοΈ optim@sunlife.com
ποΈ Travel? π§Έ Grandkids? π¨ Hobbies?
Whatever your dream, weβll help you build the financial path to get there!
π 519-780-5448
βοΈ optim@sunlife.com
What does your retirement look like?
ποΈ Travel? π§Έ Grandkids? π¨ Hobbies?
Whatever your dream, weβll help you build the financial path to get there!
π 519-780-5448
βοΈ optim@sunlife.com
ποΈ Travel? π§Έ Grandkids? π¨ Hobbies?
Whatever your dream, weβll help you build the financial path to get there!
π 519-780-5448
βοΈ 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 ππ―
π 519-780-5448
βοΈ optim@sunlife.com
Book a meeting to start your financial plan and learn how we can help you reach your goals ππ―
π 519-780-5448
βοΈ 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 ππ―
π 519-780-5448
βοΈ optim@sunlife.com
Book a meeting to start your financial plan and learn how we can help you reach your goals ππ―
π 519-780-5448
βοΈ optim@sunlife.com
October is a great time to start your year-end tax strategy.
βοΈ RRSP contributions
βοΈ Charitable giving
βοΈ Capital gains review
Letβs optimize your 2025 tax outcome before the deadline crunch.
π 519-780-5448
βοΈ optim@sunlife.com
βοΈ RRSP contributions
βοΈ Charitable giving
βοΈ Capital gains review
Letβs optimize your 2025 tax outcome before the deadline crunch.
π 519-780-5448
βοΈ optim@sunlife.com
October is a great time to start your year-end tax strategy.
βοΈ RRSP contributions
βοΈ Charitable giving
βοΈ Capital gains review
Letβs optimize your 2025 tax outcome before the deadline crunch.
π 519-780-5448
βοΈ optim@sunlife.com
βοΈ RRSP contributions
βοΈ Charitable giving
βοΈ Capital gains review
Letβs optimize your 2025 tax outcome before the deadline crunch.
π 519-780-5448
βοΈ 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.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to learn more about each service and how we can help you build a better financial future.
π 519-780-5448
βοΈ 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.
π 519-780-5448
βοΈ optim@sunlife.com
Reach out to learn more about each service and how we can help you build a better financial future.
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
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
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.