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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.

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
Which account should you choose?
The right account depends on your financial goals and both can be great options!
Whether you’re saving for retirement or a big purchase, understanding the difference is key.
Reach out to us to get personalized advice tailored to your situation:
📞 519-780-5448
✉️ optim@sunlife.com
Your financial success, security and happiness is our mission!
Meet the team that helps you make it all happen 🤝 🌟
📞 519-780-5448
✉️ optim@sunlife.com
The sooner you start, the more your money can grow—without doing more.
Reach out to us today to review your investing options and to start growing your money for your future!
📞 519-780-5448
✉️ 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!
📞 519-780-5448
✉️ optim@sunlife.com
Let’s talk about how to begin—right where you are.
Start wherever you can, stay consistent, and watch your money grow 🌱
📞 519-780-5448
✉️ 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.
📞 519-780-5448
✉️ optim@sunlife.com
Your future deserves more than a wish! It deserves a plan, and we want to help you reach your goals!
📞 519-780-5448
✉️ 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.
📞 519-780-5448
✉️ optim@sunlife.com
Watch video
The key to big dreams is planning early!
Reach out today to find out more about a Registered Education Savings Plan (RESP).
📞 519-780-5448
✉️ 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.
📞 519-780-5448
✉️ 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.
📞 519-780-5448
✉️ 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:
📞 519-780-5448
✉️ optim@sunlife.com
Because life is too important to leave to chance.
Let’s plan it together!
📞 519-780-5448
✉️ optim@sunlife.com
Your goals, our guidance!
We’re here to help you make smart, confident financial decisions.
📞 519-780-5448
✉️ optim@sunlife.com
Every great financial plan starts with a budget.
At OPTIM, we help you create a budget that reflects your goals – not just your bills.
📞 519-780-5448
✉️ optim@sunlife.com
Reach out to book a meeting to find out more about the First Home Savings Account!
📞 519-780-5448
✉️ optim@sunlife.com
Building a strong financial foundation will help you thrive for years to come! 🤍
Book a meeting with us to create a personalized financial plan for your future together.
📞 519-780-5448
✉️ optim@sunlife.com

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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.