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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.
Financial stress can impact your overall wellbeing. A clear financial plan = peace of mind.
Let us help you feel confident in your financial future!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let us help you feel confident in your financial future!
๐ 519-780-5448
โ๏ธ 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!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let us help you feel confident in your financial future!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Letโs talk about how to beginโright where you are.
Start wherever you can, stay consistent, and watch your money grow ๐ฑ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Start wherever you can, stay consistent, and watch your money grow ๐ฑ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Letโs talk about how to beginโright where you are.
Start wherever you can, stay consistent, and watch your money grow ๐ฑ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Start wherever you can, stay consistent, and watch your money grow ๐ฑ
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Your future deserves more than a wish! It deserves a plan, and we want to help you reach your goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Your future deserves more than a wish! It deserves a plan, and we want to help you reach your goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to book a meeting to get your personalized financial plan started and learn how to reach your goals.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
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The key to big dreams is planning early!
Reach out today to find out more about a Registered Education Savings Plan (RESP).
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out today to find out more about a Registered Education Savings Plan (RESP).
๐ 519-780-5448
โ๏ธ 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).
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out today to find out more about a Registered Education Savings Plan (RESP).
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let us help you make sure that you are financially healthy.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let us help you make sure that you are financially healthy.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to us today to learn how we can help you with putting all these tips into action.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to us today to learn how we can help you with putting all these tips into action.
๐ 519-780-5448
โ๏ธ 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:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to learn more:
๐ 519-780-5448
โ๏ธ 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:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to learn more:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Because life is too important to leave to chance.
Letโs plan it together!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Letโs plan it together!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Because life is too important to leave to chance.
Letโs plan it together!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Letโs plan it together!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Your goals, our guidance!
Weโre here to help you make smart, confident financial decisions.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Weโre here to help you make smart, confident financial decisions.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Your goals, our guidance!
Weโre here to help you make smart, confident financial decisions.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Weโre here to help you make smart, confident financial decisions.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Every great financial plan starts with a budget.
At OPTIM, we help you create a budget that reflects your goals โ not just your bills.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
At OPTIM, we help you create a budget that reflects your goals โ not just your bills.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Every great financial plan starts with a budget.
At OPTIM, we help you create a budget that reflects your goals โ not just your bills.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
At OPTIM, we help you create a budget that reflects your goals โ not just your bills.
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
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
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.