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.
Wishing you and your loved ones a very Merry Christmas and a joyful holiday season!๐
Wishing you and your loved ones a very Merry Christmas and a joyful holiday season!๐
Donโt forget โ The RRSP (Registered Retirement Savings Plan) contribution deadline is March 2nd, 2026!
Reach out for our team to help you make confident decisions for your long-term goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out for our team to help you make confident decisions for your long-term goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Donโt forget โ The RRSP (Registered Retirement Savings Plan) contribution deadline is March 2nd, 2026!
Reach out for our team to help you make confident decisions for your long-term goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out for our team to help you make confident decisions for your long-term goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Celebrating this season with fun, gratitude, and a team dedicated to supporting you always๐
Sending holiday smiles to you and your loved ones. Thank you for being part of our community!
Sending holiday smiles to you and your loved ones. Thank you for being part of our community!
Celebrating this season with fun, gratitude, and a team dedicated to supporting you always๐
Sending holiday smiles to you and your loved ones. Thank you for being part of our community!
Sending holiday smiles to you and your loved ones. Thank you for being part of our community!
๐ Consider giving RESP contributions for kids or a savings plan gift this year.
Reach out to us to learn more about how you can give the gift of financial security!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to us to learn more about how you can give the gift of financial security!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐ Consider giving RESP contributions for kids or a savings plan gift this year.
Reach out to us to learn more about how you can give the gift of financial security!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to us to learn more about how you can give the gift of financial security!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
The countdown is on! โณDonโt miss these key contribution deadlines โ Your future self will thank you!
Get in touch with us to help maximize your 2025 benefits!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Get in touch with us to help maximize your 2025 benefits!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
The countdown is on! โณDonโt miss these key contribution deadlines โ Your future self will thank you!
Get in touch with us to help maximize your 2025 benefits!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Get in touch with us to help maximize your 2025 benefits!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Hello December โ๏ธ
Wondering how you can better build your savings?
Letโs work together to find the best investment strategy for you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Wondering how you can better build your savings?
Letโs work together to find the best investment strategy for you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Hello December โ๏ธ
Wondering how you can better build your savings?
Letโs work together to find the best investment strategy for you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Wondering how you can better build your savings?
Letโs work together to find the best investment strategy for you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Proud to be able to support The Humane Society of Kitchener Waterloo and Stratford Perth! ๐พ
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! ๐พ
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! ๐๏ธ
Reach out so we can help map out your future to reach your financial goals.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out so we can help map out your future to reach your financial goals.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Peak performance starts with a plan! ๐๏ธ
Reach out so we can help map out your future to reach your financial goals.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out so we can help map out your future to reach your financial goals.
๐ 519-780-5448
โ๏ธ 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!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out so that we can help you with this checklist and have you ready for the end of the year!
๐ 519-780-5448
โ๏ธ 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!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out so that we can help you with this checklist and have you ready for the end of the year!
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to learn how to set up automated savings that fit your goals.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out to learn how to set up automated savings that fit your goals.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Giving back to our community is something we truly value! ๐ฉต
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! ๐ฉต
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 shouldnโt 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:
โ๏ธ You can focus on your recovery, not bills.
โ๏ธ You can have coverage for the out-of-pocket medical expenses and/or time off work.
โ๏ธ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesnโt go as planned.
Reach out to us today to learn more:
๐ 519-780-5448
โ๏ธ 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:
โ๏ธ You can focus on your recovery, not bills.
โ๏ธ You can have coverage for the out-of-pocket medical expenses and/or time off work.
โ๏ธ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesnโt go as planned.
Reach out to us today to learn more:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Your health might be uncertain at times but your finances shouldnโt 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:
โ๏ธ You can focus on your recovery, not bills.
โ๏ธ You can have coverage for the out-of-pocket medical expenses and/or time off work.
โ๏ธ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesnโt go as planned.
Reach out to us today to learn more:
๐ 519-780-5448
โ๏ธ 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:
โ๏ธ You can focus on your recovery, not bills.
โ๏ธ You can have coverage for the out-of-pocket medical expenses and/or time off work.
โ๏ธ You can protect your family, business, and lifestyle.
Let your financial plan work when life doesnโt go as planned.
Reach out to us today to learn more:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Every choice you make today echoes in tomorrowโs legacy.
Let us help you build wealth that lasts โจ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let us help you build wealth that lasts โจ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Every choice you make today echoes in tomorrowโs legacy.
Let us help you build wealth that lasts โจ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Let us help you build wealth that lasts โจ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Honouring those who served โ today and everyday, we remember!
Honouring those who served โ today and everyday, we remember!
โ
Reminder: Itโs time to start planning for the New Year!
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 โ taxes, investments, goals, and more.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 โ taxes, investments, goals, and more.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
โ
Reminder: Itโs time to start planning for the New Year!
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 โ taxes, investments, goals, and more.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Book a meeting for us to help you wrap up 2025 and plan smart for 2026 โ taxes, investments, goals, and more.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ 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.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
A huge thank you to Denise and Courtney P (not pictured) for running for a cause close to our hearts ๐ฉท 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 ๐ฉท 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 ๐ฐ
Book a meeting with one of our advisors to become more knowledgeable on your finances!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
We believe everyone deserves to understand their money ๐ฐ
Book a meeting with one of our advisors to become more knowledgeable on your finances!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
November 2025 marks the 15th anniversary of Financial Literacy Month (FLM) in Canada!
We believe everyone deserves to understand their money ๐ฐ
Book a meeting with one of our advisors to become more knowledgeable on your finances!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
We believe everyone deserves to understand their money ๐ฐ
Book a meeting with one of our advisors to become more knowledgeable on your finances!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Happy Halloween! ๐
Donโt 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!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Donโt 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!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Happy Halloween! ๐
Donโt 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!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Donโt 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!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
What does your retirement look like?
๐๏ธ Travel? ๐งธ Grandkids? ๐จ Hobbies?
Whatever your dream, weโll help you build the financial path to get there!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐๏ธ Travel? ๐งธ Grandkids? ๐จ Hobbies?
Whatever your dream, weโll help you build the financial path to get there!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
What does your retirement look like?
๐๏ธ Travel? ๐งธ Grandkids? ๐จ Hobbies?
Whatever your dream, weโll help you build the financial path to get there!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐๏ธ Travel? ๐งธ Grandkids? ๐จ Hobbies?
Whatever your dream, weโll help you build the financial path to get there!
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.