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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.
A very fun afternoon go-karting at K1Speed! Fueled by teamwork and laughs๐๏ธ
Donโt forget to mark these important dates on your calendar!
Reach out for us to help you navigate these deadlines and stay on track.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out for us to help you navigate these deadlines and stay on track.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Happy Groundhog Day!
Hereโs to brighter days ahead, no matter the forecast ๐
Hereโs to brighter days ahead, no matter the forecast ๐
A brighter future isnโt about timing the market โ itโs about having the right strategy and support along the way!
We are here to help you understand all of your options and create a plan that will help you reach your goals with confidence! โ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
We are here to help you understand all of your options and create a plan that will help you reach your goals with confidence! โ
๐ 519-780-5448
โ๏ธ optim@sunlife.com
A reminder that RRSP contributions for 2025 are due by March 2nd, 2026!
Your future self (and your tax return) will thank you.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Your future self (and your tax return) will thank you.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
From graduation day to buying your first home, welcoming a new child and retiring โevery step is a new adventure.
No matter where you are in life, we are here to guide you through each stage with thoughtful planning and support along the way.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
No matter where you are in life, we are here to guide you through each stage with thoughtful planning and support along the way.
๐ 519-780-5448
โ๏ธ optim@sunlife.com
2026 Financial Ins and Outs โจ
The right strategy makes all the difference. Our team is here to help you turn smart financial moves into real progress this year and beyond!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
The right strategy makes all the difference. Our team is here to help you turn smart financial moves into real progress this year and beyond!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Do you have the right insurance coverage for your business?
Learn how you can protect your company's future with insurance. It's not just coverage; it can be a versatile financial tool as well.
Reach out to discuss your options:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Learn how you can protect your company's future with insurance. It's not just coverage; it can be a versatile financial tool as well.
Reach out to discuss your options:
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐ก Thinking of buying your first home? Meet the FHSA (First Home Savings Plan).
It offers:
โ๏ธ Tax deductions
โ๏ธ Tax-free growth
โ๏ธ Tax-free withdrawals
Reach out to learn more about the FHSA and how we can help you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
It offers:
โ๏ธ Tax deductions
โ๏ธ Tax-free growth
โ๏ธ Tax-free withdrawals
Reach out to learn more about the FHSA and how we can help you!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
๐ญ How much should you be saving for retirement?
The answer depends on income, lifestyle and goalsโฆ and itโs different for every Canadian.
Let us help you build out the retirement plan of your dreams!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
The answer depends on income, lifestyle and goalsโฆ and itโs different for every Canadian.
Let us help you build out the retirement plan of your dreams!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
2026 goals for starting your New Year strong ๐ช
Reach out for us to help you build a personalized financial roadmap that can help you reach all your financial goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Reach out for us to help you build a personalized financial roadmap that can help you reach all your financial goals!
๐ 519-780-5448
โ๏ธ optim@sunlife.com
Happy New Year from your team at Optim! Wishing you a joyful, prosperous and peaceful 2026.
Your dreams are our mission, and we look forward to reaching new milestones together in the New Year! โญ
Your dreams are our mission, and we look forward to reaching new milestones together in the New Year! โญ
We are very grateful for the Alzheimer Society and the support, comfort and hope they bring to so many families. We are honoured to donate $1000 in appreciation for their kindness, advocacy and their commitment to changing lives!
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
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
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
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!
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.